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Mutual fund analysis

Mutual fund analysis with latest data

Check your own portfolio, then compare the top funds in every category.

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Large Cap 34% Mid Cap 26% Small Cap 20% Debt 14% Overlap 6% Sample analysis · health score /100

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Live returns · 7 categories · 35 funds

Best Mutual Funds 2026

Top 5 per category by 5-year CAGR · NAV as on 13 Oct 2026 · Direct plan, growth

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Nippon India Large Cap Fund	9.74%	11.03%	13.75%
Invesco India Large Cap Fund	12.83%	9.77%	13.38%
ICICI Prudential Large Cap Fund	9.38%	9.34%	13.13%
Bandhan Large Cap Fund	11.66%	8.85%	12.64%
HDFC Large Cap Fund	7.43%	8.64%	11.87%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Bank of India Flexi Cap Fund	18.30%	15.00%	N/A
HDFC Flexi Cap Fund	14.55%	14.49%	15.37%
JM Flexi Cap Fund	13.23%	13.72%	15.64%
ICICI Prudential Flexi Cap Fund	14.43%	13.59%	N/A
Quant Flexi Cap Fund	13.91%	12.40%	18.42%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Invesco India Mid Cap Fund	21.77%	17.16%	18.72%
HDFC Mid Cap Fund	15.45%	16.42%	16.61%
Edelweiss Mid Cap Fund	19.28%	15.96%	N/A
Nippon India Growth Mid Cap Fund	16.81%	15.59%	17.62%
ICICI Prudential Mid Cap Fund	19.42%	14.84%	16.22%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Bank of India Small Cap Fund	20.82%	18.62%	N/A
Invesco India Small Cap Fund	20.99%	17.86%	N/A
Quant Small Cap Fund	16.78%	17.26%	20.61%
ITI Small Cap Fund	22.68%	17.17%	N/A
Nippon India Small Cap Fund	14.12%	16.95%	20.32%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Quant Multi Asset Allocation Fund	21.59%	17.72%	18.31%
Nippon India Multi Asset Allocation Fund	17.86%	14.19%	N/A
Bank of India Aggressive Hybrid Fund	16.37%	13.63%	15.97%
ICICI Prudential Aggressive Hybrid Fund	11.88%	12.46%	14.79%
HDFC Balanced Advantage Fund	10.02%	12.45%	13.88%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Motilal Oswal ELSS Tax Saver Fund	20.55%	16.52%	16.80%
Quant ELSS Tax Saver Fund	13.83%	13.03%	19.47%
SBI ELSS Tax Saver Fund	12.36%	12.83%	13.60%
JM ELSS Tax Saver Fund	15.37%	12.38%	15.66%
HDFC ELSS Tax Saver Fund	11.65%	12.00%	12.68%

Fund	3Y CAGR	5Y CAGR	10Y CAGR
Mirae Asset NYSE FANG+ ETF FoF	67.94%	41.02%	N/A
Mirae Asset S&P 500 Top 50 ETF FoF	51.53%	31.90%	N/A
DSP World Gold Mining Overseas Equity Omni FoF	55.14%	28.06%	16.76%
Motilal Oswal Nasdaq 100 FoF	37.68%	23.65%	N/A
Kotak US Specific Equity Passive FoF	32.82%	21.57%	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.

Rolling Returns

Top mutual funds by rolling returns

Ranked by the average of 3Y and 5Y rolling returns — consistency, not one lucky stretch. Top 5 per category, Direct Growth.

All rolling returns →

Large Cap

#	Fund	3Y	5Y	Avg
1	Mahindra Manulife Large Cap Fund	17.07%	17.54%	17.31%
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%

Data as of 14 Oct 2026 See top 10 Large Cap funds →

Mid Cap

#	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%

Data as of 13 Oct 2026 See top 10 Mid Cap funds →

Small Cap

#	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%

Data as of 13 Oct 2026 See top 10 Small Cap funds →

Flexi Cap

#	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%

Data as of 13 Oct 2026 See top 10 Flexi Cap funds →

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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