Top 5 funds in each equity category by 5-year CAGR
Compound annual growth rate of the NAV over the last five years — one start date, one end date. Rolling returns in the dashboard show how much that depends on timing.
Ranked among 314 Regular-plan equity schemes, ranked within each SEBI category with enough history (277 newer schemes left out) · Growth option · data as of 28 Oct 2026.
Flexi Cap · top 5 of 27
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HDFC Flexi Cap Fund HDFC | 14.4% | −5.6% | 14.8% | 13.4% | −13.5% | 0.61 | Very High | ₹109,315 Cr |
| 2 | BANK OF INDIA FLEXI CAP FUND Bank of India | 13.3% | 0.7% | 16.5% | 18.8% | −24.0% | 0.53 | Very High | ₹3,126 Cr |
| 3 | ICICI Prudential Flexi Cap fund ICICI Prudential | 12.6% | −2.1% | 14.2% | 16.0% | −20.0% | 0.49 | Very High | ₹25,340 Cr |
| 4 | JM Flexi Cap Fund JM Financial | 12.5% | −6.3% | 11.8% | 17.5% | −24.0% | 0.30 | Very High | ₹4,821 Cr |
| 5 | Quant Flexi Cap Fund quant | 12.1% | 1.4% | 13.3% | 19.4% | −25.1% | 0.34 | Very High | ₹7,107 Cr |
| Flexi Cap median | 7.8% | −5.6% | 10.4% | 15.7% | −20.2% | 0.27 |
Large Cap · top 5 of 29
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Nippon India Large Cap Fund Nippon India | 10.6% | −10.4% | 9.8% | 14.3% | −15.7% | 0.23 | Very High | ₹51,461 Cr |
| 2 | Taurus Large Cap Fund Taurus | 9.7% | 2.1% | 13.7% | 14.8% | −18.1% | 0.49 | Very High | ₹64 Cr |
| 3 | ICICI Prudential Large Cap Fund (erstwhile Bluechip Fund) ICICI Prudential | 8.9% | −11.1% | 9.5% | 13.7% | −15.6% | 0.21 | Very High | ₹76,114 Cr |
| 4 | HDFC Large Cap Fund HDFC | 8.4% | −9.8% | 7.6% | 14.3% | −16.6% | 0.08 | Very High | ₹36,928 Cr |
| 5 | Invesco India Large Cap Fund Invesco | 8.3% | −5.0% | 12.1% | 16.2% | −20.2% | 0.35 | Very High | ₹1,965 Cr |
| Large Cap median | 6.9% | −8.5% | 8.7% | 14.3% | −18.1% | 0.15 |
Large & Mid Cap · top 5 of 26
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Large and Midcap Fund Motilal Oswal | 16.1% | −0.5% | 19.4% | 21.9% | −26.3% | 0.59 | Very High | ₹19,728 Cr |
| 2 | Invesco India Large & Mid Cap Fund Invesco | 14.1% | −1.0% | 19.6% | 18.9% | −20.3% | 0.69 | Very High | ₹12,267 Cr |
| 3 | Bandhan Large & Mid Cap Fund Bandhan | 13.6% | −5.1% | 15.3% | 16.1% | −18.7% | 0.54 | Very High | ₹20,795 Cr |
| 4 | Quant Large & Mid Cap Fund quant | 13.0% | 2.2% | 13.1% | 19.6% | −25.0% | 0.33 | Very High | ₹3,329 Cr |
| 5 | HSBC Large & Mid Cap Fund HSBC | 11.9% | 2.2% | 15.7% | 18.7% | −25.2% | 0.50 | Very High | ₹5,809 Cr |
| Large & Mid Cap median | 9.5% | −5.4% | 11.6% | 16.3% | −19.7% | 0.32 |
Mid Cap · top 5 of 22
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal Midcap Fund Motilal Oswal | 17.2% | −8.0% | 15.8% | 21.3% | −29.6% | 0.43 | Very High | ₹39,516 Cr |
| 2 | HDFC Mid Cap Fund HDFC | 16.3% | −3.1% | 15.0% | 16.1% | −16.9% | 0.52 | Very High | ₹100,747 Cr |
| 3 | Invesco India Mid Cap Fund Invesco | 15.8% | −1.9% | 20.3% | 20.2% | −20.6% | 0.68 | Very High | ₹15,739 Cr |
| 4 | Nippon India Growth Mid Cap Fund Nippon India | 15.2% | −1.9% | 15.6% | 18.3% | −20.1% | 0.49 | Very High | ₹48,950 Cr |
| 5 | Edelweiss Mid Cap Fund Edelweiss | 14.6% | −2.9% | 17.4% | 18.4% | −20.3% | 0.59 | Very High | ₹18,718 Cr |
| Mid Cap median | 12.1% | −2.7% | 14.0% | 18.3% | −21.6% | 0.42 |
Small Cap · top 5 of 21
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | BANK OF INDIA SMALL CAP FUND Bank of India | 16.8% | 17.0% | 17.5% | 22.3% | −27.3% | 0.48 | Very High | ₹3,700 Cr |
| 2 | BANDHAN Small Cap Fund Bandhan | 16.7% | 1.4% | 20.8% | 20.8% | −23.8% | 0.68 | Very High | ₹35,606 Cr |
| 3 | Invesco India Small Cap Fund Invesco | 16.5% | 5.1% | 18.8% | 20.0% | −23.6% | 0.61 | Very High | ₹16,265 Cr |
| 4 | Nippon India Small Cap Fund Nippon India | 16.4% | 0.6% | 12.6% | 19.6% | −24.5% | 0.31 | Very High | ₹77,680 Cr |
| 5 | Quant Small Cap Fund quant | 16.1% | 5.0% | 15.7% | 20.4% | −25.7% | 0.44 | Very High | ₹34,236 Cr |
| Small Cap median | 13.4% | 2.7% | 12.6% | 20.0% | −24.3% | 0.34 |
Multi Cap · top 5 of 9
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Nippon India Multi Cap Fund Nippon India | 13.9% | −8.5% | 11.1% | 15.8% | −18.9% | 0.28 | Very High | ₹52,383 Cr |
| 2 | Kotak Multi Cap Fund Kotak Mahindra | 13.8% | −6.0% | 14.0% | 17.6% | −21.4% | 0.43 | Very High | ₹29,566 Cr |
| 3 | Mahindra Manulife Multi Cap Fund Mahindra Manulife | 11.9% | 1.4% | 14.2% | 17.0% | −21.2% | 0.46 | Very High | ₹7,312 Cr |
| 4 | ICICI Prudential Multi Cap Fund ICICI Prudential | 11.6% | −3.0% | 12.8% | 16.5% | −17.5% | 0.39 | Very High | ₹18,087 Cr |
| 5 | ITI Multi Cap Fund ITI | 11.2% | 4.7% | 14.3% | 17.7% | −23.6% | 0.44 | Very High | ₹1,473 Cr |
| Multi Cap median | 11.2% | −2.4% | 12.5% | 16.5% | −21.2% | 0.38 |
ELSS · top 5 of 30
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Motilal Oswal ELSS Tax Saver Fund Motilal Oswal | 14.4% | −0.2% | 18.3% | 22.2% | −27.9% | 0.53 | Very High | ₹4,683 Cr |
| 2 | Quant ELSS Tax Saver Fund quant | 12.5% | 2.0% | 13.2% | 18.3% | −26.2% | 0.36 | Very High | ₹12,735 Cr |
| 3 | SBI ELSS Tax Saver Fund SBI | 12.2% | −10.1% | 12.2% | 15.6% | −17.0% | 0.37 | Very High | ₹29,630 Cr |
| 4 | HDFC ELSS - Tax Saver Fund HDFC | 12.0% | −11.1% | 11.8% | 14.1% | −15.0% | 0.37 | Very High | ₹14,958 Cr |
| 5 | JM ELSS - Tax Saver Fund JM Financial | 10.9% | −3.0% | 14.2% | 17.1% | −21.4% | 0.44 | Very High | ₹232 Cr |
| ELSS median | 8.7% | −7.9% | 9.5% | 15.4% | −18.9% | 0.21 |
Focused · top 5 of 22
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | HDFC Focused Fund HDFC | 14.1% | −6.9% | 13.9% | 13.3% | −14.1% | 0.55 | Very High | ₹26,636 Cr |
| 2 | Invesco India Focused Fund Invesco | 12.4% | 1.2% | 19.3% | 18.2% | −23.0% | 0.70 | Very High | ₹6,394 Cr |
| 3 | ICICI Prudential Focused Fund ICICI Prudential | 12.1% | −6.6% | 15.1% | 15.4% | −17.2% | 0.56 | Very High | ₹17,152 Cr |
| 4 | Quant Focused Fund quant | 10.7% | 0.6% | 11.8% | 19.2% | −25.7% | 0.27 | Very High | ₹809 Cr |
| 5 | Mahindra Manulife Focused Fund Mahindra Manulife | 9.9% | −10.1% | 10.6% | 14.7% | −17.0% | 0.27 | Very High | ₹1,879 Cr |
| Focused median | 8.9% | −6.3% | 10.6% | 15.4% | −20.4% | 0.27 |
Value · top 5 of 17
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Axis Value Fund Axis | 13.0% | −0.6% | 15.9% | 15.4% | −20.8% | 0.61 | Very High | ₹1,856 Cr |
| 2 | ICICI Prudential Value Fund (erstwhile Value Discovery Fund) ICICI Prudential | 12.0% | −10.9% | 10.8% | 13.1% | −14.3% | 0.32 | Very High | ₹57,310 Cr |
| 3 | Aditya Birla Sun Life Value Fund Aditya Birla Sun Life | 11.5% | 1.1% | 11.7% | 18.2% | −22.9% | 0.28 | Very High | ₹6,378 Cr |
| 4 | JM Value Fund JM Financial | 11.5% | −9.5% | 9.1% | 19.5% | −27.5% | 0.12 | Very High | ₹732 Cr |
| 5 | HDFC Value Fund HDFC | 11.2% | −2.3% | 14.1% | 15.8% | −18.7% | 0.48 | Very High | ₹7,987 Cr |
| Value median | 10.3% | −8.0% | 10.3% | 15.4% | −18.4% | 0.24 |
Contra · top 5 of 3
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SBI CONTRA FUND SBI | 12.4% | −9.9% | 9.1% | 14.3% | −16.2% | 0.19 | Very High | ₹44,207 Cr |
| 2 | Kotak Contra Fund Kotak Mahindra | 11.0% | −9.0% | 12.1% | 16.2% | −19.4% | 0.34 | Very High | ₹5,060 Cr |
| 3 | Invesco India Contra Fund Invesco | 10.3% | −7.8% | 12.8% | 16.4% | −19.0% | 0.39 | Very High | ₹19,157 Cr |
| Contra median | 11.0% | −9.0% | 12.1% | 16.2% | −19.0% | 0.34 |
Dividend Yield · top 5 of 6
| # | Scheme | 5Y CAGR | 1Y | 3Y CAGR | Volatility | Max fall 5Y | Sharpe | Riskometer | AUM |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ICICI Prudential Dividend Yield Fund ICICI Prudential | 13.0% | −11.0% | 12.0% | 14.6% | −16.3% | 0.38 | Very High | ₹6,226 Cr |
| 2 | Aditya Birla Sun Life Dividend Yield Fund Aditya Birla Sun Life | 10.8% | −6.2% | 9.8% | 16.5% | −21.1% | 0.19 | Very High | ₹1,331 Cr |
| 3 | HDFC DIVIDEND YIELD FUND HDFC | 10.8% | −7.7% | 9.5% | 15.7% | −20.4% | 0.18 | Very High | ₹5,179 Cr |
| 4 | Tata Dividend Yield Fund Tata | 10.4% | −2.2% | 11.0% | 16.8% | −21.0% | 0.26 | Very High | ₹1,068 Cr |
| 5 | Franklin India Dividend Yield Fund Franklin Templeton | 9.8% | −8.4% | 9.7% | 14.3% | −16.4% | 0.22 | Very High | ₹2,126 Cr |
| Dividend Yield median | 10.6% | −7.0% | 9.8% | 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.
More rankings
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.