MF Portfolio Analyser
Paste your mutual fund holdings and get an instant AI health-check — overlap, drift, cost and concentration in plain English.
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Check your own portfolio, then compare the top funds in every category.
Paste your mutual fund holdings and get an instant AI health-check — overlap, drift, cost and concentration in plain English.
Analyse my portfolio →Top 5 per category by 5-year CAGR · NAV as on 09 Nov 2026 · Direct plan, growth
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Nippon India Large Cap Fund | 12.97% | 12.85% | 14.95% |
| Invesco India Large Cap Fund | 16.19% | 11.31% | 14.90% |
| ICICI Prudential Large Cap Fund | 12.52% | 11.06% | 14.28% |
| HDFC Large Cap Fund | 10.65% | 10.74% | 13.02% |
| Bandhan Large Cap Fund | 15.30% | 10.65% | 14.04% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| HDFC Flexi Cap Fund | 17.42% | 16.46% | 16.47% |
| Bank of India Flexi Cap Fund | 18.67% | 15.72% | N/A |
| ICICI Prudential Flexi Cap Fund | 16.67% | 14.69% | N/A |
| JM Flexi Cap Fund | 14.63% | 14.67% | 16.85% |
| Quant Flexi Cap Fund | 15.84% | 14.04% | 19.42% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Invesco India Mid Cap Fund | 23.31% | 18.61% | 19.47% |
| HDFC Mid Cap Fund | 15.89% | 17.22% | 17.45% |
| Edelweiss Mid Cap Fund | 19.20% | 16.60% | N/A |
| Nippon India Growth Mid Cap Fund | 16.78% | 16.26% | 18.33% |
| ICICI Prudential Mid Cap Fund | 19.74% | 14.93% | 16.86% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Invesco India Small Cap Fund | 20.99% | 18.88% | N/A |
| Bank of India Small Cap Fund | 18.81% | 18.22% | N/A |
| Nippon India Small Cap Fund | 13.39% | 16.79% | 20.59% |
| Quant Small Cap Fund | 16.29% | 16.68% | 20.40% |
| ITI Small Cap Fund | 21.39% | 16.65% | N/A |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Quant Multi Asset Allocation Fund | 21.33% | 18.43% | 18.48% |
| Nippon India Multi Asset Allocation Fund | 18.50% | 14.60% | N/A |
| HDFC Balanced Advantage Fund | 11.87% | 13.83% | 14.68% |
| Bank of India Aggressive Hybrid Fund | 15.08% | 13.67% | 16.37% |
| ICICI Prudential Aggressive Hybrid Fund | 13.78% | 13.52% | 15.55% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 19.39% | 16.20% | 16.84% |
| Quant ELSS Tax Saver Fund | 15.37% | 14.26% | 20.38% |
| HDFC ELSS Tax Saver Fund | 14.21% | 13.98% | 13.63% |
| SBI ELSS Tax Saver Fund | 14.64% | 13.89% | 14.82% |
| JM ELSS Tax Saver Fund | 16.13% | 12.62% | 16.71% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Mirae Asset NYSE FANG+ ETF FoF | 54.96% | 31.99% | N/A |
| DSP World Gold Mining Overseas Equity Omni FoF | 53.19% | 27.54% | 16.03% |
| Mirae Asset S&P 500 Top 50 ETF FoF | 44.37% | 26.51% | N/A |
| Motilal Oswal Nasdaq 100 FoF | 33.89% | 20.07% | N/A |
| Kotak US Specific Equity Passive FoF | 26.15% | 16.63% | N/A |
3Y, 5Y and 10Y annualised, from AMFI NAVs. N/A where a fund lacks that much history.
Full Large Cap table →Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. For education and comparison only — not investment advice.
Ranked by the average of 3Y and 5Y rolling returns — consistency, not one lucky stretch. Top 5 per category, Direct Growth.
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Mahindra Manulife Large Cap Fund | 16.91% | 17.20% | 17.06% |
| 2 | Nippon India Large Cap Fund | 16.51% | 15.93% | 16.22% |
| 3 | Mirae Asset Large Cap Fund | 15.67% | 15.40% | 15.54% |
| 4 | ICICI Prudential Large Cap Fund | 15.66% | 15.30% | 15.48% |
| 5 | Canara Robeco Large Cap Fund | 15.32% | 15.49% | 15.41% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Mahindra Manulife Mid Cap Fund | 25.54% | 24.78% | 25.16% |
| 2 | Mirae Asset Midcap Fund | 24.52% | 24.48% | 24.50% |
| 3 | Union Midcap Fund | 23.95% | 23.19% | 23.57% |
| 4 | Edelweiss Mid Cap Fund | 22.56% | 23.43% | 23.00% |
| 5 | Kotak Mid Cap Fund | 21.83% | 20.55% | 21.19% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Bank of India Small Cap Fund | 30.51% | 30.53% | 30.52% |
| 2 | Bandhan Small Cap Fund | 30.84% | 28.49% | 29.67% |
| 3 | Invesco India Small Cap Fund | 28.79% | 28.81% | 28.80% |
| 4 | Edelweiss Small Cap Fund | 28.51% | 28.62% | 28.57% |
| 5 | Canara Robeco Small Cap Fund | 28.09% | 28.09% | 28.09% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Bank of India Flexi Cap Fund | 24.60% | 21.31% | 22.96% |
| 2 | Quant Flexi Cap Fund | 21.70% | 21.30% | 21.50% |
| 3 | Parag Parikh Flexi Cap Fund | 18.99% | 18.99% | 18.99% |
| 4 | JM Flexi Cap Fund | 18.87% | 17.94% | 18.41% |
| 5 | Edelweiss Flexi Cap Fund | 17.41% | 18.03% | 17.72% |
Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. For education and comparison only — not investment advice.

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