Parag Parikh Flexi Cap and Quant Small Cap among 25 mutual funds that offer over 15% CAGR in 3, 5, 7 and 10 years

Synopsis

Nearly 25 equity mutual funds have offered over 15% CAGR in the last three, five, seven, and 10 years, according to a data analysis by ETMutualFunds. There were around 160 funds that have completed 10 years of existence in the market.

Nearly 25 equity mutual funds have offered over 15% CAGR in the last three, five, seven, and 10 years, according to a data analysis by ETMutualFunds. There were around 160 funds that have completed 10 years of existence in the market.

Further analysis showed that maximum funds were from Nippon India Mutual Fund. Around four funds were there from Nippon India Mutual Fund which gave over 15% CAGR in all the four mentioned horizons, followed by HDFC Mutual Fund which had three funds.

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The small cap fund from Axis Mutual Fund offered over 15% CAGR in the three, five, seven, and 10 years. Bandhan Large & Mid Cap Fund and Baroda BNP Paribas Mid Cap Fund gave over 15% CAGR in all the said time period.

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Edelweiss Mid Cap Fund gave 22.23%, 18.55%, 19.67%, and 17.71% returns in the last three, five, seven, and 10 years respectively.

The three funds from HDFC Mutual Fund were - HDFC Flexi Cap Fund, HDFC Mid Cap Fund, and HDFC Small Cap Fund which featured in the list of funds that offered over 15% CAGR in all the said horizons.

ICICI Pru Large & Mid Cap Fund and ICICI Pru Midcap Fund have managed to deliver more than 15% CAGR to investors’ in all the four horizons.

Kotak Midcap Fund gave 18.60% in three years, 16.45% in five years, 18.05% in seven years, and 17.28% in 10 years. The four funds from Nippon India Mutual Fund were - Nippon India Growth Mid Cap Fund, Nippon India Multi Cap Fund, Nippon India Small Cap Fund and Nippon India Value Fund gave over 15% CAGR in the last three, five, seven, and 10 years respectively.

Parag Parikh Flexi Cap Fund, the largest active fund and flexi cap fund based on assets managed, offered over 15% CAGR in all the said time period. The fund gave 16.83%, 15.48%, 17.80%, and 16.74% returns in the last three, five, seven and 10 years respectively.

Quant Small Cap Fund gave 17.96%, 21.56%, 23.71%, and 17.53% in the last three, five, seven, and 10 years respectively.

SBI Contra Fund, the largest and oldest contra fund - gave 15.83%, 17.79%, 18.03%, and 15.52% CAGR in the last three, five, seven, and 10 years respectively.

Tata Mid Cap Fund and Union Small Cap Fund also featured in the above said list offering over 15% CAGR in all the said time period.

In the last three years, Invesco India Midcap Fund offered the highest return of 23.10% whereas HDFC Small Cap Fund gave the lowest of 15.29% returns. In the last five years, Quant Small Cap Fund was the topper which gave 21.56% CAGR whereas Tata Mid Cap Fund gave the lowest return of 15.36% CAGR

Quant Small Cap Fund was the topper in the last seven years as the fund gave 23.71% CAGR whereas HDFC Flexi Cap Fund gave the lowest CAGR of around 15.41%. Nippon India Small Cap Fund was the topper in the last 10 years as the fund gave 19.89% CAGR whereas Union Small Cap Fund gave the lowest CAGR of around 15%.

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Note, there were many funds which have offered over 15% CAGR in any one, two, three horizons but could not make it to the above list as we considered the funds that have offered over 15% CAGR in all the said four horizons.

We considered all equity mutual funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the CAGR for the last three, five, seven, and 10 years.

Note, the above exercise is not a recommendation. The exercise was done to find consistent equity performers which have offered over 15% CAGR in the last three, five, seven, and 10 years. One should not make investment or redemption decisions based on the above exercise.

One should always consider their risk appetite, investment horizon, and goals before making any investment decisions.

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

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