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15 equity mutual funds offered over 30% CAGR in 3 years

Around 15 equity mutual funds have delivered over 30% CAGR in the last three years based on daily rolling returns. The data further showed that the top performers were from the small-cap category.

Only one fund provided over a 40% return in the last three years based on daily rolling returns. The Quant Small Cap Fund offered a 43.27% CAGR during this period. The largest small-cap fund based on assets managed delivered a 35.39% CAGR over the same time frame, using the same parameters.


Also Read | Top mutual fund categories to watch out for in 2025

The Bank of India Small Cap Fund delivered a 33.37% CAGR over the last three years, followed by the Quant Mid Cap Fund, which gave a 33.27% CAGR in the same period.

The Canara Rob Small Cap Fund offered a 33.25% CAGR during the mentioned period. The next two schemes were from Quant Mutual Fund: Quant ELSS Tax Saver Fund and Quant Flexi Cap Fund, delivering 33.07% and 32.19% CAGR, respectively, based on daily rolling returns.

The largest and oldest contra fund, SBI Contra Fund, provided a CAGR of 30.54% in the last three years. Kotak Small Cap Fund and Quant Active Fund offered 30.38% and 30.13% CAGR, respectively, during the same period. ICICI Pru Smallcap Fund delivered a 30.07% CAGR.

Other equity schemes in the same period reported CAGR ranging from 10.72% to 29.96%.

Also Read | Top 10 best-performing mutual funds for January 2025

We considered all equity mutual funds that have been available in the market for at least three years, including both growth and regular options. Daily rolling returns for the past three years were calculated for this analysis.

Please note that the above exercise is not a recommendation. It was conducted to identify equity mutual funds that delivered over 30% CAGR in the last three years based on daily rolling returns.

Investors should not make investment or redemption decisions solely based on this exercise. Always consider your risk appetite, investment horizon, and financial goals before making any investment decision.

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