Portfolio Pacesetters: 14 Equity Funds Blaze a 30% CAGR Trail

Unknown Apr 02, 2026 700 Views

India's equity mutual fund industry is experiencing a spectacular boom as a record 14 equity mutual funds have produced a scintillating Compound Annual Growth Rate (CAGR) of over 30% over the past three years. This spectacular upturn is the result of the phenomenal momentum in Indian equities...

Top Performers:

Motilal Oswal Midcap Fund topped the league with a 35.39% CAGR, followed by Bandhan Small Cap Fund at 35.18% and Motilal Oswal Large & Midcap Fund at 33.64% over the last three years.
Some of the other top funds to have crossed the 30% CAGR barrier are ITI Small Cap Fund (32.36%), HDFC Mid-Cap Opportunities Fund (32.15%), Invesco India Smallcap Fund (31.30%), and Quant Small Cap Fund (30.61%).
Nippon India Growth Fund and Nippon India Multi Cap Fund also joined the elite club, returning 30.50% and 30.10% CAGR respectively.

Thematic and Sectoral Outperformance:

Thematic schemes like SBI PSU Fund (38.59% CAGR) and Aditya Birla SL PSU Equity Fund (37.12% CAGR) have fared better, illustrating the public sector and infrastructure theme reversal.
Infrastructure sector funds such as ICICI Pru Infrastructure Fund (34.48%) and LIC MF Infra Fund (33.91%) have also performed well.

Small and Midcap Surge:

Small and midcap funds take the top-gainer position, indicating strong growth in India's midcap and small-cap segment companies.

Consistency Counts:

Some funds like Bandhan Core Equity Fund, Edelweiss Mid Cap Fund, and HDFC Small Cap Fund have done better on three- and five-year time frames.

Investor Takeaway:

While past performance is outstanding, analysts recommend that investors take a view of their investment horizon and risk appetite before deciding because greater returns are typically associated with greater volatility.

"Motilal Oswal Midcap Fund posted the highest 35.39% return in three years, yet small and midcap funds continue to rule the performance charts."

Source: The Economic Times, Angel One, Groww, Tickertape

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