Best Mutual Funds in India (by 5-Year Return)
Updated November 2026 · 25 active funds · data from AMFI NAVs
Indian equity funds ranked by 5-year CAGR from AMFI NAVs. A five-year window smooths out single-year luck better than a one-year table, but it still rewards whichever segment was in favour over the period and excludes funds younger than five years. Treat this as a starting screen, not a recommendation: check each fund's category, volatility and drawdown before drawing conclusions. No paid placement.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life | +6.71% | +19.97% | +22.35% | 0.80 | -26.8% | - | ₹5.7K Cr |
| 2 | SBI PSU Fund SBI | +2.51% | +21.05% | +22.05% | 0.76 | -24.1% | 0.91% | ₹6.1K Cr |
| 3 | SBI HEALTHCARE OPPORTUNITIES FUND SBI | +26.19% | +25.28% | +20.61% | 0.77 | -18.2% | 1.04% | ₹4.0K Cr |
| 4 | BANK OF INDIA Manufacturing & Infrastructure Fund Bank of India | +18.23% | +22.14% | +20.14% | 0.91 | -24.2% | 0.77% | ₹669 Cr |
| 5 | LIC MF Infrastructure Fund LIC | +10.82% | +22.82% | +20.03% | 0.85 | -26.7% | 0.82% | ₹969 Cr |
| 6 | DSP India T.I.G.E.R. Fund DSP | +12.74% | +20.30% | +19.79% | 0.88 | -25.8% | 1.28% | ₹5.3K Cr |
| 7 | Invesco India PSU Equity Fund Invesco | -3.53% | +18.59% | +19.41% | 0.70 | -29.8% | 0.93% | ₹1.5K Cr |
| 8 | Invesco India Smallcap Fund Invesco | +19.07% | +21.55% | +19.36% | 0.86 | -23.4% | 0.46% | ₹9.4K Cr |
| 9 | ICICI Prudential Infrastructure Fund ICICI Prudential | -0.87% | +16.47% | +19.24% | 0.92 | -19.1% | 1.27% | ₹8.0K Cr |
| 10 | Motilal Oswal Midcap Fund Motilal Oswal | +2.05% | +18.31% | +19.15% | 0.86 | -28.9% | 1.18% | ₹34.4K Cr |
| 11 | BANDHAN SMALL CAP FUND Bandhan | +9.25% | +22.78% | +19.14% | 0.81 | -24.3% | 0.67% | ₹19.9K Cr |
| 12 | Nippon India Power & Infra Fund Nippon India | +6.16% | +17.56% | +18.65% | 0.81 | -25.6% | 1.11% | ₹6.9K Cr |
| 13 | Invesco India Midcap Fund Invesco | +10.51% | +23.67% | +18.62% | 0.79 | -20.1% | 0.58% | ₹10.4K Cr |
| 14 | BANK OF INDIA Small Cap Fund Bank of India | +25.34% | +19.28% | +18.54% | 0.78 | -27.1% | 0.61% | ₹1.9K Cr |
| 15 | UTI - Transportation and Logistics Fund UTI | +4.96% | +19.51% | +18.38% | 0.73 | -24.9% | 0.85% | ₹3.7K Cr |
| 16 | quant Quantamental Fund quant | +8.47% | +15.49% | +18.32% | 0.63 | -23.3% | 0.79% | ₹1.6K Cr |
| 17 | Motilal Oswal Large and Midcap Fund Motilal Oswal | +8.86% | +21.25% | +18.11% | 0.74 | -26.1% | 0.86% | ₹14.8K Cr |
| 18 | Mirae Asset Healthcare Fund Mirae Asset | +28.56% | +24.50% | +18.10% | 0.67 | -18.5% | 0.52% | ₹2.8K Cr |
| 19 | ICICI Prudential Manufacturing Fund ICICI Prudential | +7.74% | +19.18% | +18.03% | 0.78 | -22.8% | 1.15% | ₹6.4K Cr |
| 20 | ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund ICICI Prudential | +12.13% | +22.42% | +17.95% | 0.65 | -18.1% | 1.32% | ₹6.6K Cr |
| 21 | HDFC Infrastructure Fund HDFC | -3.01% | +13.37% | +17.91% | 0.79 | -21.3% | 1.34% | ₹2.4K Cr |
| 22 | Kotak Infrastructure & Economic Reform Fund Kotak Mahindra | +8.64% | +17.08% | +17.72% | 0.79 | -27.7% | - | ₹2.3K Cr |
| 23 | UTI Healthcare Fund UTI | +22.62% | +23.97% | +17.67% | 0.61 | -21.1% | 1.29% | ₹1.1K Cr |
| 24 | HDFC Mid Cap Fund HDFC | +3.12% | +16.31% | +17.66% | 0.82 | -17.0% | 0.76% | ₹91.6K Cr |
| 25 | Invesco India Large & Mid Cap Fund Invesco | +13.85% | +23.35% | +17.64% | 0.71 | -19.9% | 0.63% | ₹9.1K Cr |
Ranked by 5-Year CAGR (highest first), on funds with that metric available. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.