9 mutual funds offer over 30% CAGR in 5 years. Are they part of your portfolio?

Sep 13, 2025, 12:45:01 PM IST

Around nine mutual funds have offered over 30% CAGR in the last five years. There were 213 funds in the said time period, and all gave double-digit returns. Here is a breakdown of funds which gave over 30% CAGR in the last five years (Source: ACE MF)

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Quant Small Cap Fund, the topper in the list, delivered a CAGR of around 34.63% in the last five years.

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Motilal Oswal Midcap Fund, a midcap fund, delivered a CAGR of 33.89% in the last five-year period.

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Nippon India Small Cap Fund, Bandhan Small Cap Fund, HDFC Small Cap Fund, HSBC Small Cap Fund, Invesco India Smallcap Fund, and Tata Small Cap Fund gave a CAGR of 32.92%, 31.39%, 30.97%, 30.55%, 30.41%, and 30.18% respectively, in the last five years.

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Nippon India Multi Cap Fund, a multi-cap fund, delivered a CAGR of 30.12% in the last five years.

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The other 204 funds offered a CAGR ranging between 13.17% and 29.86% in the last five years. Franklin India Small Cap Fund gave 29.85% CAGR, whereas Motilal Oswal Focused Fund gave the lowest CAGR of 13.17% in the same time period.

IANS