Top Indian Mutual Funds by 5Y CAGR
This page ranks 1,123 direct-plan Indian mutual funds by 5Y compound annual growth rate, calculated from official daily NAV history and refreshed every day. Five years is the horizon we default to. It usually spans both a drawdown and a recovery, which makes it a fairer test of a fund than any shorter window.
Rankings span every asset class — equity, debt, hybrid, commodity and solution-oriented schemes sit in one list — so a debt fund and a small-cap fund can appear side by side despite carrying very different risk. Compare funds within their own category before drawing conclusions from a cross-category ranking.
Showing 50 of 2,386 funds · page 5 of 48
- HSBC Global Emerging Markets Fund - Direct Plan - GrowthHSBC · Other₹37.77#2011Y+39.79%3Y+29.11%5Y+12.49%10Y+12.51%
- Tata Business Cycle Fund - Direct Plan - Growth OptionTata · Equity₹19.18#2021Y-3.94%3Y+9.10%5Y+12.49%10Y—
- Aditya Birla Sun Life Multi Asset Omni FoF - Direct Plan - GROWTHAditya Birla Sun Life · Other₹39.61#2031Y+5.26%3Y+15.53%5Y+12.46%10Y+12.56%
- ICICI Prudential Nifty Healthcare ETFICICI Prudential · Equity₹162.67#2041Y+7.82%3Y+18.73%5Y+12.46%10Y—
- ICICI Prudential Diversified Equity All Cap Omni FOF - Direct Plan - GrowthICICI Prudential · Other₹31.44#2051Y-2.53%3Y+13.11%5Y+12.44%10Y—
- JM ELSS - Tax Saver Fund - Direct Plan - Growth OptionJM Financial · Equity₹58.64#2061Y+3.21%3Y+14.86%5Y+12.44%10Y+15.58%
- Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth OptionNippon India · Equity₹35.22#2071Y+4.26%3Y+12.45%5Y+12.43%10Y—
- Aditya Birla Sun Life Value FundAditya Birla Sun Life · Equity₹148.94#2081Y+6.82%3Y+12.23%5Y+12.39%10Y+11.76%
- Motilal Oswal Flexi Cap Fund - Direct Plan - GrowthMotilal Oswal · Equity₹69.56#2091Y+0.53%3Y+17.27%5Y+12.39%10Y+12.74%
- SBI SMALL CAP FUND - Direct Plan - GrowthSBI · Equity₹206.53#2101Y+6.17%3Y+10.75%5Y+12.38%10Y+17.93%
- Kotak Contra Fund - Direct Plan - GrowthKotak Mahindra · Equity₹171.83#2111Y-5.12%3Y+12.90%5Y+12.36%10Y+15.68%
- UTI Multi Asset Allocation Fund - Direct Plan - GrowthUTI · Hybrid₹84.89#2121Y-0.57%3Y+13.92%5Y+12.33%10Y+10.78%
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VISundaram · Equity₹28.02#2131Y+2.90%3Y+8.46%5Y+12.27%10Y—
- ICICI Prudential Aggressive Hybrid Active FOF - Direct Plan - GrowthICICI Prudential · Other₹236.33#2141Y-2.65%3Y+12.97%5Y+12.25%10Y+14.87%
- Axis NIFTY Healthcare ETFAxis · Equity₹161.26#2151Y+7.60%3Y+18.47%5Y+12.23%10Y—
- HDFC Value Fund - Direct Plan - Growth OptionHDFC · Equity₹852.30#2161Y+1.87%3Y+14.10%5Y+12.21%10Y+13.88%
- Aditya Birla Sun Life Small Cap Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹112.75#2171Y+16.76%3Y+14.45%5Y+12.19%10Y+13.32%
- HDFC ELSS - Tax Saver Fund - Direct Plan - Growth OptionHDFC · Equity₹1,405.46#2181Y-9.93%3Y+11.11%5Y+12.19%10Y+12.62%
- Edelweiss Aggressive Hybrid Fund - Direct Plan - growthEdelweiss · Hybrid₹73.43#2191Y-1.14%3Y+11.79%5Y+12.17%10Y+13.16%
- HDFC Large & Mid Cap Fund - Direct Plan - Growth OptionHDFC · Equity₹347.08#2201Y-4.41%3Y+10.97%5Y+12.17%10Y+14.23%
- ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - GrowthICICI Prudential · Equity₹478.37#2211Y-8.67%3Y+10.07%5Y+12.03%10Y+13.99%
- Aditya Birla Sun Life Midcap Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹910.14#2221Y+3.84%3Y+13.36%5Y+12.03%10Y+13.06%
- Quant Focused Fund - Direct Plan - Growth OptionQuant · Equity₹100.05#2231Y+5.13%3Y+12.20%5Y+12.02%10Y+14.62%
- UTI Large & Mid Cap Fund - Direct Plan - GrowthUTI · Equity₹187.35#2241Y-2.88%3Y+12.49%5Y+12.01%10Y+13.39%
- Edelweiss Emerging Markets Opportunities Equity Offshore Fund - Direct Plan - GrowthEdelweiss · Other₹31.30#2251Y+44.73%3Y+29.81%5Y+12.00%10Y—
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES VISundaram · Equity₹26.60#2261Y+2.64%3Y+8.13%5Y+11.97%10Y—
- DSP Value Fund - Direct Plan - GrowthDSP · Equity₹23.74#2271Y+2.54%3Y+15.18%5Y+11.95%10Y—
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IVSundaram · Equity₹29.06#2281Y+2.74%3Y+7.59%5Y+11.94%10Y—
- HSBC Flexi Cap Fund - Direct Plan - GrowthHSBC · Equity₹255.31#2291Y+3.43%3Y+14.66%5Y+11.91%10Y+13.11%
- UTI - Infrastructure Fund - Direct Plan - GrowthUTI · Equity₹142.66#2301Y-3.82%3Y+10.44%5Y+11.86%10Y+11.91%
- JM Aggressive Hybrid Fund - Direct Plan - Growth OptionJM Financial · Hybrid₹135.43#2311Y-3.11%3Y+11.20%5Y+11.84%10Y+12.74%
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IIISundaram · Equity₹31.03#2321Y+2.93%3Y+7.59%5Y+11.83%10Y+11.98%
- HDFC Multi-Asset Active FOF - Direct Plan - Growth OptionHDFC · Other₹20.09#2331Y+0.92%3Y+12.21%5Y+11.80%10Y—
- Kotak Large & Mid Cap Fund - Direct Plan - GrowthKotak Mahindra · Equity₹381.90#2341Y-4.38%3Y+11.05%5Y+11.79%10Y+14.59%
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IVSundaram · Equity₹28.35#2351Y+2.62%3Y+7.43%5Y+11.79%10Y—
- Canara Robeco Value Fund - Direct Plan - Growth OptionCanara Robeco · Equity₹18.23#2361Y-5.74%3Y+9.25%5Y+11.73%10Y—
- Tata India Consumer Fund - Direct Plan - Growth OptionTata · Equity₹53.57#2371Y+2.03%3Y+13.11%5Y+11.72%10Y+16.40%
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE SERIES VSundaram · Equity₹28.67#2381Y+3.78%3Y+8.35%5Y+11.71%10Y—
- Nippon India Japan Equity Fund - Direct Plan - Growth OptionNippon India · Equity₹32.18#2391Y+29.35%3Y+23.39%5Y+11.70%10Y+11.73%
- UTI - BSE Sensex Next 50 Exchange Traded Fund - Direct Plan - GrowthUTI · Equity₹88.40#2401Y-2.65%3Y+13.79%5Y+11.69%10Y—
- Axis Midcap Fund - Direct Plan - Growth OptionAxis · Equity₹137.73#2411Y+3.34%3Y+15.18%5Y+11.66%10Y+17.05%
- Tata Value Fund - Direct Plan - Growth OptionTata · Equity₹383.63#2421Y-3.41%3Y+11.36%5Y+11.65%10Y+13.65%
- SBI MIDCAP FUND - Direct Plan - GrowthSBI · Equity₹259.89#2431Y+1.21%3Y+9.20%5Y+11.62%10Y+13.48%
- SUNDARAM LONG TERM MICRO CAP TAX ADVANTAGE FUND SERIES IIISundaram · Equity₹29.99#2441Y+2.71%3Y+7.33%5Y+11.60%10Y+11.60%
- Nippon India Quant Fund - Direct Plan - Growth OptionNippon India · Equity₹74.34#2451Y-4.98%3Y+11.53%5Y+11.53%10Y+13.58%
- Sundaram Services Fund - Direct Plan - GROWTHSundaram · Equity₹38.17#2461Y-0.85%3Y+12.29%5Y+11.51%10Y—
- Nippon India Banking & Financial Services Fund - Direct Plan - Growth OptionNippon India · Equity₹675.38#2471Y-2.98%3Y+10.22%5Y+11.50%10Y+12.86%
- Nippon India ETF BSE Sensex Next 50 - Direct PlanNippon India · Equity₹86.52#2481Y-2.76%3Y+13.60%5Y+11.48%10Y—
- Aditya Birla Sun Life Multi-Cap Fund - Direct Plan - GROWTHAditya Birla Sun Life · Equity₹21.96#2491Y+4.92%3Y+13.00%5Y+11.47%10Y—
- Mahindra Manulife Focused Fund - Direct Plan - GrowthMahindra Manulife · Equity₹27.21#2501Y-6.35%3Y+10.60%5Y+11.47%10Y—
5Y CAGR rankings — frequently asked questions
What does 5Y CAGR mean?
CAGR is the constant annual rate at which an investment would have had to grow to get from its starting NAV to its current NAV over 5 years. It smooths out the year-to-year path, so two funds with the same CAGR may have had very different journeys.
Is the highest-CAGR fund the best fund to buy?
Not necessarily. A high CAGR may come from taking concentrated sector or credit risk that will not repeat, and past performance is not a reliable predictor of future returns. Read the ranking alongside the fund's category, its risk profile and your own holding period.
How many funds are ranked here?
1,123 direct-plan schemes with a recent NAV and enough history to compute a 5Y figure. Funds without sufficient NAV history for this horizon are excluded rather than shown with an estimated number.