Top Equity Funds Achieve Over 20% CAGR in 3 and 5 Years
Consistent performers: 13 equity funds deliver over 20% in 3 and 5 years. Do you own any?
The Economic Times
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A recent analysis revealed that 13 equity mutual funds have delivered over 20% compound annual growth rate (CAGR) over the last three and five years. The funds include a mix of mid-cap, small-cap, and multi-cap categories, with notable performers like the Bandhan Small Cap Fund and the Motilal Oswal Large & Midcap Fund leading the way.
- 0113 equity mutual funds achieved over 20% CAGR in the last three and five years.
- 02Among these, seven are mid-cap funds, four are small-cap, one is multi-cap, and one is large and mid-cap.
- 03Bandhan Small Cap Fund and Bank of India Small Cap Fund are among the top performers.
- 04Mid-cap funds like Edelweiss and HDFC also showed strong returns.
- 05Investors should consider these funds for potential growth in their portfolios.
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An analysis by ETMutualFunds has identified 13 equity mutual funds that have delivered over 20% CAGR in both the last three and five years. Out of 207 equity mutual funds in the market, this group includes a mix of fund types: seven mid-cap, four small-cap, one multi-cap, and one large and mid-cap fund. Notable performers include the Bandhan Small Cap Fund, which achieved 30.76% returns over three years and 22.91% over five years, and the Bank of India Small Cap Fund, with returns of 21.99% and 20.11% respectively. Among mid-cap funds, the Edelweiss Mid Cap Fund and HDFC Mid Cap Fund also posted strong returns, with 25.14% and 24.08% over three years, and 21% and 21.52% over five years. This data highlights the potential for significant growth in equity investments, particularly in mid and small-cap segments.
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Investors in these funds may see significant returns, potentially enhancing their investment portfolios and financial security.
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