16 Equity Mutual Funds Offers 30%+ CAGR in 3 Years
16 Equity Mutual Funds offering 30%+ CAGR over the past three years, according to daily rolling returns. There are approximately 222 equity mutual funds that have completed three years of existence in the market.
There are 16 mutual fund schemes, which belong to six different categories. 10 from small-cap funds, 2 from mid-cap funds, one from multi-cap, one from flexi-cap, one from contra fund, and an ELSS fund that gives more than 30% CAGR during the specified period.
The first four top mutual funds in the list belong to the small-cap category. Quant Small Cap Fund has delivered the highest CAGR of approximately 43.60% in the past three years, calculated on a daily rolling return basis. The Nippon India Small Cap Fund is the largest small-cap fund in terms of assets under management, which gave a CAGR of 35.41% in the same time duration and using the same calculation frequency.
The next three mutual fund schemes in the list include Quant Mutual Fund. Quant ELSS Tax Saver Fund, Quant Mid Cap Fund, and Quant Flexi Cap Fund offered 33.68%, 33.42%, and 32.63% CAGR during the same time, which is calculated on daily rolling returns.
Kotak Small Cap Fund offered a CAGR of 30.95% in the past three years. Quant Active Fund, which is a multi-cap fund, offered a CAGR of 30.74% in the specified time period which is calculated on daily rolling returns. Motilal Oswal Midcap Fund, which is a mid-cap fund, offered 30.62% CAGR during the same period.
Canara Robeco Small Cap and Bank of India Small Cap Fund offered a CAGR of 33.70% and 33.81% during the last three years, which is calculated on a daily rolling return basis.
ICICI Prudential Small-cap Fund and Bandhan Small Cap Fund offered 30.44% and 30.01% CAGR during the last three years, which is based on the daily rolling returns.
The oldest and largest contra fund, the SBI contra fund, offered 30.57% CAGR during the specified period.
No large-cap, value, large and mid-cap, or focused funds have managed to deliver more than 30% CAGR in the past three years, according to daily rolling returns.
Other schemes gave returns between 10.72% and 29.35% over the same period, according to daily rolling returns.
