These Mutual Funds Delivered Over 30% CAGR in 5 Years – Is Your Portfolio Missing Out?
These Mutual Funds Delivered Over 30% CAGR in 5 Years – Is Your Portfolio Missing Out?
Strong performers in small-cap, mid-cap, and infra funds doubled investments in just three years
Mutual fund investors have witnessed extraordinary returns in the past five years, with several schemes delivering compound annual growth rates (CAGR) above 30%. Out of 213 equity schemes assessed, all delivered double-digit returns, though only a handful crossed the 30% CAGR mark.
The Quant Small Cap Fund led the charts with a five-year CAGR of 34.63%, followed closely by Motilal Oswal Midcap Fund at 33.89%. Other strong performers include Nippon India Small Cap Fund (32.92%), Bandhan Small Cap Fund (31.39%), HDFC Small Cap Fund (30.97%), HSBC Small Cap Fund (30.55%), Invesco India Smallcap Fund (30.41%), and Tata Small Cap Fund (30.18%). The Nippon India Multi Cap Fund also stood out with 30.12% CAGR over five years.
Meanwhile, 204 other equity funds returned between 13.17% and 29.86%, with Franklin India Small Cap Fund at the higher end (29.85%) and Motilal Oswal Focused Fund at the lower end (13.17%).
Top 10 Equity Mutual Funds That Doubled Wealth in Just 3 Years
- Bandhan Small Cap Fund – 32.57% CAGR, 133.18% absolute returns. A lump sum of ₹1 lakh grew to ₹2.33 lakh; SIP of ₹10,000 monthly grew to ₹5.58 lakh.
- Nippon India Power & Infra Fund – 31.56% CAGR, 127.85% absolute returns. ₹1 lakh became ₹2.27 lakh in 3 years. SIP of ₹10,000 grew to ₹4.98 lakh.
- ICICI Prudential Infrastructure Fund – 31.20% CAGR, 126% absolute returns. Lump sum doubled to ₹2.26 lakh; SIP value at ₹5.05 lakh.
- Franklin Build India Fund – Direct Plan – 30.92% CAGR, 124.57% returns. ₹1 lakh became ₹2.24 lakh; SIP grew to ₹5.12 lakh.
- Motilal Oswal Midcap Fund – 30.62% CAGR, 123.02% returns. ₹1 lakh grew to ₹2.22 lakh; SIP value reached ₹5.32 lakh.
- LIC MF Infrastructure Fund – 30.48% CAGR, 122.33% returns. Lump sum doubled to ₹2.22 lakh; SIP worth ₹5.37 lakh.
- Motilal Oswal Large and Midcap Fund – 30.11% CAGR, 120.42% returns. Lump sum became ₹2.20 lakh; SIP touched ₹5.33 lakh.
- Invesco India Mid Cap Fund – 29.57% CAGR, 117.68% returns. Lump sum at ₹2.17 lakh; SIP rose to ₹5.49 lakh.
- ICICI Prudential Pharma Healthcare & Diagnostics Fund – 28.83% CAGR, 113.97% returns. Lump sum doubled to ₹2.14 lakh; SIP worth ₹5.51 lakh.
- SBI Healthcare Opportunities Fund – 28.34% CAGR, 110.49% returns. Lump sum grew to ₹2.11 lakh; SIP value reached ₹5.26 lakh.
Key Takeaway
The data highlights the remarkable wealth-creation ability of small-cap, mid-cap, and sectoral funds in recent years. A disciplined SIP strategy during this period could have multiplied investor wealth significantly.
Disclaimer: This article is for informational purposes only. Mutual fund investments are subject to market risks. Past performance does not guarantee future results. Please consult your financial advisor before investing.
