13 equity mutual funds deliver over 22% CAGR on lumpsum investments in 5 years. Do you own any?

Around 13 equity mutual funds have offered over 22% CAGR on lumpsum investments in the last five years. A total of 207 funds were considered during the period. Here is a detailed breakup (Source: ACE MF)

Motilal Oswal Midcap Fund offered the highest CAGR of Rs 24.27% on lumpsum investment. An investment of Rs 1 lakh made in the fund would have been Rs 2.96 lakh now.

Bandhan Small Cap Fund offered a CAGR of Rs 23.56% on lumpsum investment. An investment of Rs 1 lakh made in the fund would have been Rs 2.87 lakh now.

Nippon India Growth Mid Cap Fund and Nippon India Small Cap Fund delivered CAGRs of 23.33% and 23.15% respectively over the last five years.

Invesco India Smallcap Fund offered a CAGR of 22.78% on lumpsum investments made five years ago. A lumpsum investment of Rs 1 lakh made five years ago would have been Rs 2.79 lakh now.

HDFC Mid Cap Fund, the largest mid cap fund based on assets managed, delivered a CAGR of 22.55% on lumpsum investments made five years ago. If an investor invested Rs 1 lakh in this fund five years ago, the value would have been Rs 2.76 lakh now.

Quant Small Cap Fund offered a CAGR of 22.39% in the last five years on lumpsum investments. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.74 lakh now.

Nippon India Multi Cap Fund offered a CAGR of 22.18% in the last five years on lumpsum investments. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.72 lakh now.

Invesco India Midcap Fund and Edelweiss Mid Cap Fund offered a CAGR of 21.89% and 21.78% respectively in the last five years on lumpsum investments. A lumpsum investment of Rs 1 lakh made in this fund would have been Rs 2.69 lakh and Rs 2.67 lakh now.