8 Equity Mutual Funds Deliver Over 20% CAGR in 5 & 7 Years: Quant Small Cap Fund, Motilal Oswal Midcap Fund Among Top Performers

Eight equity mutual funds have delivered over 20% CAGR in both the last five and seven years, including Axis Small Cap Fund, Invesco India Midcap Fund, Motilal Oswal Midcap Fund, Nippon India Growth Mid Cap Fund, Nippon India Small Cap Fund, Quant ELSS Tax Saver Fund, Quant Flexi Cap Fund, and Quant Small Cap Fund. Quant Small Cap Fund offered the highest CAGR in both time periods, with a return of 35.52% and 25.58% in the last five and seven years respectively.

Eight equity mutual funds have demonstrated remarkable performance, delivering over 20% compound annual growth rate (CAGR) in both the last five and seven years. These funds include Axis Small Cap Fund, Invesco India Midcap Fund, Motilal Oswal Midcap Fund, Nippon India Growth Mid Cap Fund, Nippon India Small Cap Fund, Quant ELSS Tax Saver Fund, Quant Flexi Cap Fund, and Quant Small Cap Fund. Among these, Quant Small Cap Fund stands out, offering the highest CAGR of 35.52% in the last five years and 25.58% in the last seven years [1].

Performance Highlights

Axis Small Cap Fund: This fund has shown consistent growth, delivering over 20% CAGR in both the specified time periods.

Invesco India Midcap Fund: Known for its strong performance in midcap investments, this fund has delivered impressive returns.

Motilal Oswal Midcap Fund: With a focus on midcap stocks, this fund has managed to deliver over 20% CAGR in both the last five and seven years.

Nippon India Growth Mid Cap Fund: This fund has shown robust growth in midcap investments, with CAGR exceeding 20% in both periods.

Nippon India Small Cap Fund: This fund has demonstrated strong performance in the small-cap segment, delivering over 20% CAGR in both the last five and seven years.

Quant ELSS Tax Saver Fund: This equity-linked savings scheme (ELSS) has shown impressive growth, meeting the CAGR threshold in both periods.

Quant Flexi Cap Fund: This fund offers flexibility in its investment strategy, delivering over 20% CAGR in both the last five and seven years.

Quant Small Cap Fund: This fund has delivered the highest CAGR of 35.52% in the last five years and 25.58% in the last seven years, highlighting its strong performance in the small-cap segment [1].

Investment Considerations

While these funds have shown impressive performance, it is essential for investors to consider their risk appetite, investment horizon, and financial goals before making any investment decisions. Short-term performance should not be the sole criterion for investment decisions. Diversification across different asset classes and sectors is crucial for a balanced investment portfolio.

Conclusion

The performance of these eight equity mutual funds underscores the potential of the small and midcap segments in delivering high returns. Investors should conduct thorough research and consult with financial advisors to make informed investment decisions. The consistent performance of these funds over multiple years indicates their resilience and potential for long-term growth.

References

[1] https://economictimes.indiatimes.com/mf/analysis/5-equity-mutual-funds-offer-over-20-return-in-6-months-do-you-own-any/over-20-return/slideshow/123408820.cms?from=mdr