Top 5 funds in each equity category by excess return over their benchmark
AMFI-published 5-year return of each Regular plan minus the 5-year return of its official benchmark total return index. Index funds are excluded.
Ranked among 326 Regular-plan equity schemes, ranked within each SEBI category with enough history (265 newer schemes left out) · Growth option · data as of 27 Oct 2026.
Flexi Cap · top 5 of 27
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HDFC Flexi Cap Fund HDFC | 5.6% | −6.1% | 14.5% | 13.6% | 13.4% | −13.5% | 0.59 | Very High | ₹108,068 Cr |
| 2 | BANK OF INDIA FLEXI CAP FUND Bank of India | 4.9% | 0.9% | 16.5% | 12.9% | 18.8% | −24.0% | 0.53 | Very High | ₹3,072 Cr |
| 3 | JM Flexi Cap Fund JM Financial | 4.1% | −6.7% | 11.6% | 12.2% | 17.5% | −24.0% | 0.28 | Very High | ₹4,735 Cr |
| 4 | ICICI Prudential Flexi Cap fund ICICI Prudential | 4.1% | −3.1% | 13.9% | 12.2% | 16.1% | −20.0% | 0.47 | Very High | ₹24,814 Cr |
| 5 | Quant Flexi Cap Fund quant | 3.4% | 1.8% | 13.4% | 11.6% | 19.4% | −25.1% | 0.35 | Very High | ₹6,855 Cr |
| Flexi Cap median | −0.3% | −5.4% | 10.4% | 7.5% | 15.7% | −20.2% | 0.27 |
Large Cap · top 5 of 30
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Nippon India Large Cap Fund Nippon India | 3.1% | −10.5% | 9.7% | 10.1% | 14.3% | −15.7% | 0.22 | Very High | ₹51,200 Cr |
| 2 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) ICICI Prudential | 2.1% | −11.2% | 9.5% | 8.5% | 13.7% | −15.6% | 0.21 | Very High | ₹75,910 Cr |
| 3 | Taurus Large Cap Fund Taurus | 2.1% | 1.7% | 13.7% | 9.2% | 14.8% | −18.1% | 0.49 | Very High | ₹63 Cr |
| 4 | HDFC Large Cap Fund HDFC | 1.5% | −9.9% | 7.6% | 7.9% | 14.3% | −16.6% | 0.08 | Very High | ₹36,750 Cr |
| 5 | Invesco India Large Cap Fund Invesco | 1.4% | −5.1% | 12.2% | 7.9% | 16.2% | −20.2% | 0.35 | Very High | ₹1,944 Cr |
| Large Cap median | 0.1% | −8.7% | 8.6% | 6.5% | 14.3% | −18.1% | 0.15 |
Large & Mid Cap · top 5 of 26
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund Motilal Oswal | 5.4% | −0.9% | 19.3% | 15.7% | 21.9% | −26.3% | 0.58 | Very High | ₹19,194 Cr |
| 2 | Invesco India Large & Mid Cap Fund Invesco | 3.6% | −1.8% | 19.4% | 13.7% | 19.0% | −20.3% | 0.68 | Very High | ₹12,010 Cr |
| 3 | Bandhan Large & Mid Cap Fund Bandhan | 3.1% | −5.0% | 15.3% | 13.1% | 16.1% | −18.7% | 0.55 | Very High | ₹20,650 Cr |
| 4 | HSBC Large & Mid Cap Fund HSBC | 2.3% | 1.7% | 15.6% | 11.4% | 18.7% | −25.2% | 0.49 | Very High | ₹5,686 Cr |
| 5 | Quant Large & Mid Cap Fund quant | 2.2% | 2.5% | 13.2% | 12.3% | 19.6% | −25.0% | 0.34 | Very High | ₹3,222 Cr |
| Large & Mid Cap median | −0.2% | −5.8% | 11.5% | 9.2% | 16.3% | −19.7% | 0.31 |
Mid Cap · top 5 of 22
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Midcap Fund Motilal Oswal | 4.0% | −8.8% | 15.7% | 17.1% | 21.3% | −29.6% | 0.43 | Very High | ₹39,147 Cr |
| 2 | HDFC Mid Cap Fund HDFC | 2.5% | −3.1% | 15.0% | 15.8% | 16.1% | −16.9% | 0.52 | Very High | ₹99,954 Cr |
| 3 | HSBC Midcap Fund HSBC | 2.0% | 8.9% | 20.4% | — | 20.8% | — | 0.66 | Very High | ₹16,340 Cr |
| 4 | Nippon India Growth Mid Cap Fund Nippon India | 1.4% | −2.3% | 15.5% | 14.8% | 18.3% | −20.1% | 0.49 | Very High | ₹48,292 Cr |
| 5 | Edelweiss Mid Cap Fund Edelweiss | 0.8% | −3.2% | 17.3% | 14.2% | 18.4% | −20.3% | 0.59 | Very High | ₹18,378 Cr |
| Mid Cap median | −1.9% | −3.2% | 13.8% | 11.7% | 18.3% | −21.6% | 0.42 |
Small Cap · top 5 of 23
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | BANDHAN Small Cap Fund Bandhan | 4.7% | 1.6% | 20.9% | 16.5% | 20.7% | −23.8% | 0.68 | Very High | ₹35,176 Cr |
| 2 | Invesco India Small Cap Fund Invesco | 4.0% | 4.2% | 18.5% | 16.2% | 20.1% | −23.6% | 0.59 | Very High | ₹15,818 Cr |
| 3 | BANK OF INDIA SMALL CAP FUND Bank of India | 3.6% | 17.2% | 17.5% | 16.6% | 22.3% | −27.3% | 0.48 | Very High | ₹3,604 Cr |
| 4 | Nippon India Small Cap Fund Nippon India | 3.1% | 0.1% | 12.4% | 15.8% | 19.6% | −24.5% | 0.30 | Very High | ₹76,126 Cr |
| 5 | DSP Small Cap Fund DSP | 2.9% | 10.6% | 15.2% | 14.9% | 21.6% | −24.3% | 0.41 | Very High | ₹20,108 Cr |
| Small Cap median | 0.3% | 2.1% | 12.6% | 13.0% | 20.0% | −24.3% | 0.32 |
Multi Cap · top 5 of 10
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Nippon India Multi Cap Fund Nippon India | 3.5% | −8.7% | 11.0% | 13.4% | 15.8% | −18.9% | 0.28 | Very High | ₹51,899 Cr |
| 2 | Kotak Multi Cap Fund Kotak Mahindra | 3.5% | −6.1% | 13.9% | 13.3% | 17.7% | −21.4% | 0.43 | Very High | ₹29,054 Cr |
| 3 | Mahindra Manulife Multi Cap Fund Mahindra Manulife | 1.5% | 1.6% | 14.2% | 11.5% | 17.0% | −21.2% | 0.46 | Very High | ₹7,193 Cr |
| 4 | ICICI Prudential Multi Cap Fund ICICI Prudential | 1.0% | −3.7% | 12.6% | 11.1% | 16.6% | −17.5% | 0.37 | Very High | ₹17,658 Cr |
| 5 | ITI Multi Cap Fund ITI | 0.7% | 4.2% | 14.2% | 10.7% | 17.7% | −23.6% | 0.43 | Very High | ₹1,451 Cr |
| Multi Cap median | 0.2% | −2.5% | 12.4% | 10.7% | 16.6% | −21.2% | 0.37 |
ELSS · top 5 of 33
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal ELSS Tax Saver Fund Motilal Oswal | 5.6% | −0.4% | 18.2% | 14.1% | 22.2% | −27.9% | 0.53 | Very High | ₹4,568 Cr |
| 2 | SBI ELSS Tax Saver Fund SBI | 3.9% | −10.3% | 12.2% | 11.7% | 15.6% | −17.0% | 0.37 | Very High | ₹29,490 Cr |
| 3 | HDFC ELSS - Tax Saver Fund HDFC | 3.6% | −11.2% | 11.8% | 11.6% | 14.1% | −15.0% | 0.37 | Very High | ₹14,904 Cr |
| 4 | Quant ELSS Tax Saver Fund quant | 3.5% | 2.4% | 13.4% | 11.9% | 18.3% | −26.2% | 0.36 | Very High | ₹12,334 Cr |
| 5 | JM ELSS - Tax Saver Fund JM Financial | 2.6% | −2.5% | 14.2% | 10.7% | 17.1% | −21.4% | 0.44 | Very High | ₹227 Cr |
| ELSS median | 0.2% | −8.3% | 9.6% | 8.2% | 15.4% | −18.9% | 0.21 |
Focused · top 5 of 25
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HDFC Focused Fund HDFC | 5.4% | −7.2% | 13.7% | 13.5% | 13.3% | −14.1% | 0.54 | Very High | ₹26,441 Cr |
| 2 | ICICI Prudential Focused Fund ICICI Prudential | 3.8% | −7.2% | 15.0% | 11.8% | 15.4% | −17.2% | 0.55 | Very High | ₹16,982 Cr |
| 3 | Invesco India Focused Fund Invesco | 3.7% | 0.2% | 19.0% | 11.8% | 18.2% | −23.0% | 0.69 | Very High | ₹6,255 Cr |
| 4 | Quant Focused Fund quant | 1.5% | 0.8% | 11.9% | 9.9% | 19.2% | −25.7% | 0.27 | Very High | ₹775 Cr |
| 5 | Mahindra Manulife Focused Fund Mahindra Manulife | 1.5% | −10.1% | 10.5% | 9.4% | 14.7% | −17.0% | 0.27 | Very High | ₹1,879 Cr |
| Focused median | 0.3% | −6.2% | 10.5% | 8.5% | 15.4% | −20.4% | 0.27 |
Value · top 5 of 18
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Axis Value Fund Axis | 4.3% | −0.9% | 15.8% | 12.5% | 15.4% | −20.8% | 0.60 | Very High | ₹1,819 Cr |
| 2 | HSBC Value Fund HSBC | 4.1% | −6.0% | 13.2% | — | 16.7% | — | 0.40 | Very High | ₹14,191 Cr |
| 3 | ICICI Prudential Value Fund (erstwhile Value Discovery Fund) ICICI Prudential | 3.6% | −10.8% | 10.8% | 11.6% | 13.1% | −14.3% | 0.33 | Very High | ₹57,421 Cr |
| 4 | JM Value Fund JM Financial | 3.0% | −9.6% | 9.0% | 11.1% | 19.6% | −27.5% | 0.12 | Very High | ₹718 Cr |
| 5 | Aditya Birla Sun Life Value Fund Aditya Birla Sun Life | 2.9% | 1.0% | 11.7% | 11.0% | 18.2% | −22.9% | 0.28 | Very High | ₹6,325 Cr |
| Value median | 1.9% | −8.0% | 10.5% | 9.9% | 15.4% | −18.4% | 0.26 |
Contra · top 5 of 3
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SBI CONTRA FUND SBI | 4.2% | −9.9% | 9.2% | 12.0% | 14.3% | −16.2% | 0.19 | Very High | ₹44,150 Cr |
| 2 | Kotak Contra Fund Kotak Mahindra | 2.4% | −9.2% | 12.1% | 10.5% | 16.2% | −19.4% | 0.34 | Very High | ₹4,989 Cr |
| 3 | Invesco India Contra Fund Invesco | 1.8% | −8.2% | 12.7% | 9.8% | 16.4% | −19.0% | 0.38 | Very High | ₹18,925 Cr |
| Contra median | 2.4% | −9.2% | 12.1% | 10.5% | 16.2% | −19.0% | 0.34 |
Dividend Yield · top 5 of 8
| # | Scheme | vs benchmark 5Y | 1Y | 3Y CAGR | 5Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ICICI Prudential Dividend Yield Fund ICICI Prudential | 4.5% | −11.2% | 12.0% | 12.6% | 14.6% | −16.3% | 0.38 | Very High | ₹6,213 Cr |
| 2 | LIC MF Dividend Yield Fund LIC | 3.6% | −3.1% | 16.2% | — | 18.4% | — | 0.52 | Very High | ₹705 Cr |
| 3 | HDFC DIVIDEND YIELD FUND HDFC | 2.4% | −7.9% | 9.5% | 10.4% | 15.7% | −20.4% | 0.18 | Very High | ₹5,152 Cr |
| 4 | Aditya Birla Sun Life Dividend Yield Fund Aditya Birla Sun Life | 2.3% | −6.7% | 9.7% | 10.4% | 16.5% | −21.1% | 0.19 | Very High | ₹1,315 Cr |
| 5 | Tata Dividend Yield Fund Tata | 1.7% | −2.7% | 10.9% | 9.9% | 16.8% | −21.0% | 0.25 | Very High | ₹1,055 Cr |
| Dividend Yield median | 2.0% | −7.2% | 9.7% | 10.1% | 14.8% | −19.6% | 0.22 |
Sectoral and thematic funds are not ranked here: each bets on a different part of the market, so comparing them with each other or with diversified funds says little. See them in Categories.
Regular plans, Growth option. Returns are after expenses (TER is deducted from NAV). MFIC calculates returns, volatility, drawdown and Sharpe from AMFI NAVs; benchmark excess, riskometer and AUM are as published by AMFI. Schemes without enough history for the measure are left out, not estimated.
How to read this list
Is #1 the best fund to buy?
No. A “Top 5” or “Top 10” place means highest or lowest on this one historical measure. Past performance is not indicative of future performance, and a ranking does not consider your goals, time horizon, taxes or existing portfolio.
Why compare several columns?
A high return with a deep fall or high volatility is a different experience from a steadier path to a similar return. Use the dashboard to rank by consistency, risk-adjusted return, SIP returns or your own weights.
Where does the data come from?
Daily NAVs and published returns from AMFI; scheme details from Scheme Summary Documents. Full methodology is on the MFIC Intelligence methodology section.
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
Past performance is not indicative of future performance. MFIC rankings are based on historical data and selected criteria and should not be interpreted as a guarantee of future performance. Integrato Financial Services Private Limited is an AMFI-registered Mutual Fund Distributor (ARN-173155), not a SEBI-registered Investment Adviser; this page is analytical and educational and is not investment advice.