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 16 Oct 2026 · Direct plan, growth
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Nippon India Large Cap Fund | 10.02% | 11.33% | 13.73% |
| Invesco India Large Cap Fund | 12.88% | 9.93% | 13.45% |
| ICICI Prudential Large Cap Fund | 9.74% | 9.65% | 13.12% |
| Bandhan Large Cap Fund | 12.02% | 9.14% | 12.71% |
| HDFC Large Cap Fund | 7.73% | 8.89% | 11.85% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Bank of India Flexi Cap Fund | 17.80% | 14.81% | N/A |
| HDFC Flexi Cap Fund | 14.58% | 14.68% | 15.30% |
| ICICI Prudential Flexi Cap Fund | 14.47% | 13.69% | N/A |
| JM Flexi Cap Fund | 12.91% | 13.68% | 15.59% |
| Quant Flexi Cap Fund | 14.02% | 12.47% | 18.46% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Invesco India Mid Cap Fund | 21.04% | 16.85% | 18.54% |
| HDFC Mid Cap Fund | 15.16% | 16.39% | 16.57% |
| Edelweiss Mid Cap Fund | 18.82% | 15.80% | N/A |
| Nippon India Growth Mid Cap Fund | 16.22% | 15.37% | 17.38% |
| ICICI Prudential Mid Cap Fund | 18.77% | 14.57% | 15.99% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Bank of India Small Cap Fund | 20.19% | 18.31% | N/A |
| Invesco India Small Cap Fund | 20.26% | 17.59% | N/A |
| Quant Small Cap Fund | 16.48% | 17.16% | 20.55% |
| Nippon India Small Cap Fund | 13.52% | 16.76% | 20.06% |
| ITI Small Cap Fund | 21.63% | 16.75% | N/A |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Quant Multi Asset Allocation Fund | 21.69% | 17.85% | 18.35% |
| Nippon India Multi Asset Allocation Fund | 17.89% | 14.19% | N/A |
| Bank of India Aggressive Hybrid Fund | 15.51% | 13.26% | 15.74% |
| HDFC Balanced Advantage Fund | 10.08% | 12.64% | 13.81% |
| ICICI Prudential Aggressive Hybrid Fund | 11.99% | 12.62% | 14.78% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Motilal Oswal ELSS Tax Saver Fund | 19.59% | 15.94% | 16.44% |
| Quant ELSS Tax Saver Fund | 13.97% | 13.13% | 19.39% |
| SBI ELSS Tax Saver Fund | 12.56% | 13.11% | 13.64% |
| HDFC ELSS Tax Saver Fund | 11.97% | 12.35% | 12.74% |
| JM ELSS Tax Saver Fund | 15.07% | 12.32% | 15.64% |
| Fund | 3Y CAGR | 5Y CAGR | 10Y CAGR |
|---|---|---|---|
| Mirae Asset NYSE FANG+ ETF FoF | 62.93% | 38.42% | N/A |
| Mirae Asset S&P 500 Top 50 ETF FoF | 47.81% | 29.88% | N/A |
| DSP World Gold Mining Overseas Equity Omni FoF | 53.23% | 27.10% | 16.47% |
| Motilal Oswal Nasdaq 100 FoF | 36.82% | 23.17% | N/A |
| Kotak US Specific Equity Passive FoF | 30.53% | 20.04% | 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 | 16.55% | 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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