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 30 Oct 2026 · Direct plan, growth
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Nippon India Large Cap Fund | 10.90% | 11.92% | 13.70% |
| Invesco India Large Cap Fund | 14.15% | 10.24% | 13.48% |
| ICICI Prudential Large Cap Fund | 10.40% | 9.88% | 13.03% |
| HDFC Large Cap Fund | 8.76% | 9.58% | 11.80% |
| Bandhan Large Cap Fund | 13.21% | 9.52% | 12.77% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| HDFC Flexi Cap Fund | 15.63% | 15.46% | 15.27% |
| Bank of India Flexi Cap Fund | 18.11% | 15.01% | N/A |
| JM Flexi Cap Fund | 13.01% | 13.89% | 15.28% |
| ICICI Prudential Flexi Cap Fund | 15.39% | 13.89% | N/A |
| Quant Flexi Cap Fund | 14.81% | 13.48% | 18.25% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Invesco India Mid Cap Fund | 21.88% | 17.38% | 18.32% |
| HDFC Mid Cap Fund | 15.94% | 17.26% | 16.40% |
| Edelweiss Mid Cap Fund | 18.90% | 16.32% | N/A |
| Nippon India Growth Mid Cap Fund | 16.79% | 16.27% | 17.21% |
| ICICI Prudential Mid Cap Fund | 19.50% | 14.82% | 15.50% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Bank of India Small Cap Fund | 18.62% | 18.46% | N/A |
| Invesco India Small Cap Fund | 20.26% | 18.16% | N/A |
| Quant Small Cap Fund | 16.90% | 17.62% | 20.18% |
| ITI Small Cap Fund | 21.97% | 17.21% | N/A |
| Nippon India Small Cap Fund | 12.95% | 17.08% | 19.20% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Quant Multi Asset Allocation Fund | 21.40% | 18.33% | 18.26% |
| Nippon India Multi Asset Allocation Fund | 17.75% | 13.83% | N/A |
| Bank of India Aggressive Hybrid Fund | 15.35% | 13.65% | 15.36% |
| HDFC Balanced Advantage Fund | 10.56% | 13.04% | 13.62% |
| ICICI Prudential Aggressive Hybrid Fund | 12.33% | 12.92% | 14.61% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 19.60% | 15.67% | 15.99% |
| Quant ELSS Tax Saver Fund | 14.46% | 14.12% | 19.07% |
| SBI ELSS Tax Saver Fund | 13.26% | 13.15% | 13.57% |
| HDFC ELSS Tax Saver Fund | 12.80% | 12.97% | 12.62% |
| JM ELSS Tax Saver Fund | 15.63% | 12.32% | 15.38% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Mirae Asset NYSE FANG+ ETF FoF | 58.02% | 32.77% | N/A |
| Mirae Asset S&P 500 Top 50 ETF FoF | 46.88% | 27.05% | N/A |
| DSP World Gold Mining Overseas Equity Omni FoF | 50.35% | 25.96% | 15.52% |
| Motilal Oswal Nasdaq 100 FoF | 34.17% | 19.44% | N/A |
| Kotak US Specific Equity Passive FoF | 33.07% | 19.05% | 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 | 16.55% | 15.97% | 16.26% |
| 3 | Mirae Asset Large Cap Fund | 15.72% | 15.47% | 15.60% |
| 4 | ICICI Prudential Large Cap Fund | 15.70% | 15.35% | 15.52% |
| 5 | Canara Robeco Large Cap Fund | 15.35% | 15.56% | 15.46% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Mahindra Manulife Mid Cap Fund | 25.69% | 25.01% | 25.35% |
| 2 | Mirae Asset Midcap Fund | 24.72% | 24.90% | 24.81% |
| 3 | Union Midcap Fund | 24.14% | 23.68% | 23.91% |
| 4 | Edelweiss Mid Cap Fund | 22.60% | 23.55% | 23.08% |
| 5 | Kotak Mid Cap Fund | 21.88% | 20.60% | 21.24% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Bank of India Small Cap Fund | 30.71% | 30.88% | 30.80% |
| 2 | Bandhan Small Cap Fund | 31.05% | 29.01% | 30.03% |
| 3 | Invesco India Small Cap Fund | 28.93% | 29.12% | 29.03% |
| 4 | Edelweiss Small Cap Fund | 28.78% | 29.05% | 28.92% |
| 5 | Canara Robeco Small Cap Fund | 28.41% | 28.58% | 28.50% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Bank of India Flexi Cap Fund | 24.77% | 21.73% | 23.25% |
| 2 | Quant Flexi Cap Fund | 21.76% | 21.37% | 21.57% |
| 3 | Parag Parikh Flexi Cap Fund | 19.04% | 19.07% | 19.06% |
| 4 | JM Flexi Cap Fund | 18.92% | 17.97% | 18.45% |
| 5 | Edelweiss Flexi Cap Fund | 17.45% | 18.14% | 17.80% |
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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