Around 49 equity mutual funds have delivered over 15% CAGR in the last three and five years, according to a data analysis by ETMutualFunds. Nearly 216 funds have completed five years of existence in the industry.Aditya Birla Sun Life Midcap Fund delivered over 15% CAGR in the last three and five years. Axis Small Cap Fund delivered 16.11% and 16.41% CAGR in the last three and five years, respectively. The next two funds were from Bandhan Mutual Fund. Bandhan Large & Mid Cap Fund and Bandhan Small Cap Fund gave over 15% CAGR in both horizons.Also Read | Raksha Bandhan 2026: Thinking of gifting cash to your sister? A mutual fund SIP could help build long-term wealthThe flexicap fund and smallcap fund from Bank of India Mutual Fund also featured in the list and gave over 15% CAGR in both horizons. Baroda BNP Paribas Mid Cap Fund offered 17.57% and 15.36% CAGR, respectively, in the mentioned time frames.DSP Small Cap Fund also offered over 15% CAGR in both horizons. Edelweiss Mid Cap Fund delivered 21.70% in the last three years and 18.88% in the last five years. Edelweiss Small Cap Fund posted a gain of 16.15% and 17.47% in the last three years and five years, respectively.The next three funds in the list were from HDFC Mutual Fund. HDFC Flexi Cap Fund, the second-largest flexicap fund based on assets managed, delivered over 15% CAGR in the said time periods.The other two funds were HDFC Focused Fund and HDFC Mid Cap Fund, which gave over 15% CAGR in the mentioned time periods. HDFC Mid Cap Fund is the largest midcap fund based on assets managed.There were four funds from HSBC Mutual Fund that delivered over 15% CAGR in both horizons. The four funds were large & midcap, midcap, smallcap, and value funds.The next five funds were from ICICI Prudential Mutual Fund that gave over 15% CAGR in both horizons.The five funds - ICICI Prudential Flexi Cap Fund, ICICI Pru Focused Equity Fund, ICICI Pru Large & Mid Cap Fund, ICICI Pru Midcap Fund and ICICI Pru Multicap Fund - delivered over 15% CAGR in the last three and five years, respectively.There were four funds from Invesco Mutual Fund. Invesco India Focused Fund gave 22.22% in the last three years and 15.47% in the last five years. The other three funds were Invesco India Large & Mid Cap Fund, Invesco India Midcap Fund, and Invesco India Smallcap Fund, which gave over 20% CAGR in both horizons.ITI Mid Cap Fund and ITI Small Cap Fund, JM Flexi Cap Fund, Kotak Midcap Fund and LIC MF Small Cap Fund delivered over 15% CAGR in both horizons. Two funds from Mahindra Manulife Mutual Fund - Mahindra Manulife Mid Cap Fund and Mahindra Manulife Multi Cap Fund - gave over 15% CAGR in the last three years and five years.Mirae Asset Midcap Fund delivered 17.19% in the last three years and 16.12% in the last five years. The next three funds to follow were from Motilal Oswal Mutual Fund.Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund and Motilal Oswal Midcap Fund delivered over 15% CAGR in both horizons. Nippon India Growth Mid Cap Fund, the fund with the highest NAV, and Nippon India Small Cap Fund, the largest smallcap fund based on assets managed, delivered over 15% CAGR in the mentioned time periods.There were four funds from Quant Mutual Fund. Quant ELSS Tax Saver Fund, Quant Flexi Cap Fund, Quant Large & Mid Cap Fund and Quant Small Cap Fund featured in the list.Also Read | PPFAS Mutual Fund announces feature changes across 5 funds, including flexicap, largecapSBI ELSS Tax Saver Fund, the oldest ELSS fund, delivered 15.33% and 15.60% CAGR in the last three years and five years, respectively.Two funds from Sundaram Mutual Fund - Sundaram Mid Cap Fund and Sundaram Small Cap Fund - gave over 15% CAGR in the mentioned time period. Tata Mid Cap Fund posted a gain of 15.85% and 15.39% in the last three years and five years, respectively.Two funds from Union Mutual Fund - Union Midcap Fund and Union Small Cap Fund - delivered over 15% CAGR in both horizons.Among these 49 funds, HSBC Midcap Fund delivered the highest return in the last three years at around 25.09%. Motilal Oswal Midcap Fund gave the highest return in the last five years at around 22.60%.We considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the trailing returns for the last three and five years.Note: The above exercise is not a recommendation. The exercise was done to find which equity mutual funds delivered over 15% CAGR in both the last three and five years. One should not make investment or redemption decisions based on the above exercise.One should always consider risk appetite, investment horizon and financial 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)If you have any mutual fund queries, message ET Mutual Funds on Facebook/Twitter. We will get them answered by our panel of experts. Do share your questions at ETMFqueries@timesinternet.in along with your age, risk profile, and Twitter handle.
Consistent performers: 49 equity mutual funds deliver over 15% CAGR in 3 and 5 years
Around 49 equity mutual funds delivered over 15% CAGR in both the last three and five years, according to an ETMutualFunds analysis. HSBC Midcap Fund topped the three-year return chart, while Motilal Oswal Midcap Fund led over five years. The analysis excluded sectoral and thematic funds and covered regular growth options.






