About seven equity mutual funds delivered over 25% CAGR in the past three years, out of 246 schemes analysed by ETMutualFunds. Bandhan Small Cap Fund topped the list with a 30.24% CAGR, followed by midcap funds such as HSBC Midcap Fund (26.55%) and ICICI Prudential Midcap Fund (25.92%).

Bandhan Small Cap & ICICI Pru Midcap among 7 equity mutual funds that have delivered over 25% CAGR over 3 years

Synopsis

About seven equity mutual funds delivered over 25% CAGR in the past three years, out of 246 schemes analysed by ETMutualFunds. Bandhan Small Cap Fund topped the list with a 30.24% CAGR, followed by midcap funds such as HSBC Midcap Fund (26.55%) and ICICI Prudential Midcap Fund (25.92%).

Around seven equity mutual funds have delivered over 25% CAGR in the last three years, an analysis by ETMutualFunds showed. Of the 246 funds evaluated during this period, the top performers included prominent schemes such as the Bandhan Small Cap Fund and the ICICI Prudential Midcap Fund.

Assembly Elections 2026

Election Results 2026 Live Updates: Who's ahead in which state

West Bengal Election Results 2026 Live Updates

TN Election Result 2026 Live Updates

The Bandhan Small Cap Fund delivered the highest CAGR of 30.24% over the three-year period, followed by four midcap funds. The HSBC Midcap Fund posted a CAGR of 26.55%, while the ICICI Prudential Midcap Fund delivered 25.92% over the same period.

Also Read | Defence mutual funds surge up to 25% in a month. Should you invest now or wait for a correction?

Best MF to invest

Looking for the best mutual funds to invest? Here are our recommendations.

View Details »

Invesco India Midcap Fund and WOC Mid Cap Fund delivered CAGRs of 25.58% and 25.34%, respectively, over the last three years.

ITI Small Cap Fund delivered a CAGR of 25.27% during the same period, followed by Motilal Oswal Large & Midcap Fund, which posted a CAGR of 25.19%.

Live Events

Other funds in the list

The remaining 239 funds delivered CAGRs ranging from 2.01% to 24.95% over the past three years, with Nippon India Growth Mid Cap Fund topping this cohort at 24.95%.

Sundaram Mid Cap Fund and Mahindra Manulife Mid Cap Fund delivered 23.92% each, while HDFC Mid Cap Fund—the largest midcap fund by assets—posted a CAGR of 22.90%.

Nippon India Small Cap Fund, the largest smallcap fund by assets, delivered 20.93%, while SBI ELSS Tax Saver Fund, the oldest ELSS scheme, posted 20.36%.

Quant Small Cap Fund delivered 19.99%, followed by ICICI Pru Focused Equity Fund and Franklin India Mid Cap Fund at 19.94% each. SBI Focused Fund and HDFC Flexi Cap Fund returned 18.60% each.

Parag Parikh Flexi Cap Fund, the largest flexicap fund by assets, posted 16.78%, while Quant Mid Cap Fund delivered 16.55%.

SBI Contra Fund, the oldest and largest contra fund, returned 16.23%. Four funds—Bank of India Large & Mid Cap Fund, Canara Rob Small Cap Fund, SBI Large & Midcap Fund, and JM Focused Fund, delivered 15.94% each.

Also Read | JioBlackRock Mutual Fund files draft document with Sebi for hybrid long-short fund under Prism SIF

Kotak Small Cap Fund delivered a CAGR of 15.09% over the last three years, while SBI Small Cap Fund offered 14.05% during the same period. UTI Large Cap Fund was the last to post a double-digit return, delivering a CAGR of 10.44%.

Axis Large Cap Fund delivered a CAGR of 9.97% over the 3-year period. Samco ELSS Tax Saver Fund and Samco Flexi Cap Fund were the lowest performers on the list, delivering CAGRs of 6.09% and 2.01%, respectively.

Note: This exercise is not a recommendation. It is based on an analysis of equity mutual funds that delivered over 25% CAGR in the last three years. Investors should not make investment or redemption decisions based on this alone.

Investors should choose funds based on their risk appetite, investment horizon, and financial goals.

Disclaimer: Recommendations, suggestions, views, and opinions expressed by experts are their own and do not represent the views of The Economic Times.

For mutual fund queries, message ET Mutual Funds on Facebook or Twitter. You can also write to ETMFqueries@timesinternet.in along with your age, risk profile, and Twitter handle, and queries will be addressed by a panel of experts.

(Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.)

Subscribe to The Economic Times Prime and read the ET ePaper online.

...moreless

(Catch all the Mutual Fund News, Breaking News, Budget 2024 Events and Latest News Updates on The Economic Times.)

Subscribe to The Economic Times Prime and read the ET ePaper online.

...moreless

How this man proved M&As need not be disasters even if tough

3 years on, India rebuilds aircraft lessors’ trust that Go First broke

Locker to exchange: How India can become a global gold hub

Natural diamonds lose sheen globally, in India they’re still ‘forever’

Amid FII flight and BoP strain, India bets on ‘patient capital’

Stock Radar: Down over 20% from highs! Jio Financial Services stock showing signs of bottoming out