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 01 Oct 2026 · Direct plan, growth
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Nippon India Large Cap Fund | 9.50% | 11.94% | 13.51% |
| Invesco India Large Cap Fund | 12.63% | 10.51% | 13.06% |
| ICICI Prudential Large Cap Fund | 9.23% | 10.12% | 12.87% |
| Bandhan Large Cap Fund | 11.48% | 9.72% | 12.43% |
| HDFC Large Cap Fund | 7.35% | 9.56% | 11.70% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Bank of India Flexi Cap Fund | 18.08% | 16.23% | N/A |
| HDFC Flexi Cap Fund | 14.23% | 15.54% | 15.20% |
| JM Flexi Cap Fund | 13.37% | 14.52% | 15.52% |
| ICICI Prudential Flexi Cap Fund | 14.70% | 14.15% | N/A |
| Quant Flexi Cap Fund | 14.14% | 13.72% | 18.57% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Invesco India Mid Cap Fund | 21.88% | 18.50% | 18.73% |
| HDFC Mid Cap Fund | 15.15% | 17.51% | 16.52% |
| Edelweiss Mid Cap Fund | 18.99% | 17.27% | N/A |
| Nippon India Growth Mid Cap Fund | 16.51% | 16.75% | 17.47% |
| ICICI Prudential Mid Cap Fund | 19.36% | 15.85% | 16.08% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Bank of India Small Cap Fund | 21.67% | 20.05% | N/A |
| Invesco India Small Cap Fund | 21.60% | 19.24% | N/A |
| Quant Small Cap Fund | 16.97% | 18.65% | 20.61% |
| ITI Small Cap Fund | 23.17% | 18.20% | N/A |
| Nippon India Small Cap Fund | 14.29% | 18.07% | 20.48% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Quant Multi Asset Allocation Fund | 21.42% | 18.96% | 18.34% |
| Nippon India Multi Asset Allocation Fund | 18.12% | 14.88% | N/A |
| Bank of India Aggressive Hybrid Fund | 16.05% | 14.55% | 15.85% |
| ICICI Prudential Aggressive Hybrid Fund | 11.98% | 13.40% | 14.69% |
| HDFC Balanced Advantage Fund | 9.97% | 13.18% | 13.74% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 19.97% | 16.59% | 16.55% |
| Quant ELSS Tax Saver Fund | 13.81% | 14.53% | 19.52% |
| SBI ELSS Tax Saver Fund | 11.88% | 13.74% | 13.39% |
| JM ELSS Tax Saver Fund | 15.26% | 13.25% | 15.46% |
| HDFC ELSS Tax Saver Fund | 11.33% | 12.98% | 12.54% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Mirae Asset NYSE FANG+ ETF FoF | 59.17% | 36.49% | N/A |
| DSP World Gold Mining Overseas Equity Omni FoF | 56.70% | 30.37% | 15.38% |
| Mirae Asset S&P 500 Top 50 ETF FoF | 46.60% | 29.84% | N/A |
| Motilal Oswal Nasdaq 100 FoF | 38.09% | 24.14% | N/A |
| Kotak US Specific Equity Passive FoF | 33.85% | 21.75% | 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 | 17.07% | 17.54% | 17.31% |
| 2 | Nippon India Large Cap Fund | 16.60% | 16.01% | 16.31% |
| 3 | Mirae Asset Large Cap Fund | 15.78% | 15.55% | 15.67% |
| 4 | ICICI Prudential Large Cap Fund | 15.74% | 15.40% | 15.57% |
| 5 | Canara Robeco Large Cap Fund | 15.40% | 15.63% | 15.52% |
| # | Fund | 3Y | 5Y | Avg |
|---|---|---|---|---|
| 1 | Mahindra Manulife Mid Cap Fund | 25.59% | 24.83% | 25.21% |
| 2 | Mirae Asset Midcap Fund | 24.58% | 24.54% | 24.56% |
| 3 | Union Midcap Fund | 24.01% | 23.26% | 23.64% |
| 4 | Edelweiss Mid Cap Fund | 22.59% | 23.46% | 23.03% |
| 5 | Kotak Mid Cap Fund | 21.85% | 20.56% | 21.21% |
| # | 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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