Top Mutual Funds Offering Over 15% CAGR Across Multiple Time Horizons

Original: Parag Parikh Flexi Cap and Quant Small Cap among 25 mutual funds that offer over 15% CAGR in 3, 5, 7 and 10 years

The Economic Times•Apr 6, 20264 min

In a Nutshell

Several mutual funds have consistently delivered over 15% Compound Annual Growth Rate (CAGR) over 3, 5, 7, and 10 years. Notable performers include the Parag Parikh Flexi Cap Fund and Quant Small Cap Fund, with returns exceeding 15% across all timeframes, highlighting their strong performance in the Indian mutual fund market.

Key Points

01Parag Parikh Flexi Cap Fund and Quant Small Cap Fund consistently delivered over 15% CAGR across all timeframes.
02Nippon India Mutual Fund leads with four funds achieving over 15% CAGR in all periods.
03Edelweiss Mid Cap Fund recorded significant returns of 22.23% over three years.
04Invesco India Midcap Fund had the highest return of 23.10% in the last three years.
05Investors are advised to consider their risk appetite and investment goals before making decisions.

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Full Summary

A recent analysis of mutual funds in India revealed that several funds have achieved over 15% Compound Annual Growth Rate (CAGR) across 3, 5, 7, and 10-year periods. The Parag Parikh Flexi Cap Fund and Quant Small Cap Fund are among the top performers, with returns of 16.83%, 15.48%, 17.80%, and 16.74% over the last three, five, seven, and ten years, respectively. Nippon India Mutual Fund stands out with four funds consistently delivering over 15% CAGR in all periods, including the Nippon India Growth Mid Cap Fund and Nippon India Multi Cap Fund. Notably, the Edelweiss Mid Cap Fund achieved impressive returns of 22.23% over three years. While the Invesco India Midcap Fund led with a return of 23.10% in the last three years, the HDFC Small Cap Fund recorded the lowest return of 15.29% in that period. The analysis focused on equity mutual funds, excluding sectoral and thematic funds, and is not a recommendation for investment. Investors should assess their risk appetite and financial goals before making any investment decisions.

Key Figures

22.23%

Highest return by Edelweiss Mid Cap Fund over three years

16.83%

Return by Parag Parikh Flexi Cap Fund over three years

23.71%

Return by Quant Small Cap Fund over seven years

19.89%

Return by Nippon India Small Cap Fund over ten years

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Why It Matters

Investors looking for consistent returns may find these funds appealing, potentially enhancing their investment portfolios and financial security.

Who is affected

Investors in mutual funds, particularly those seeking long-term growth.

What to know

Investors should review their current mutual fund holdings and consider reallocating to these high-performing funds if they align with their investment strategy.

FAQ

The Invesco India Midcap Fund provided the highest return of 23.10% over the last three years.

Investors should consider their risk appetite, investment horizon, and financial goals before making any investment decisions.

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