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10 Equity Mutual Funds Deliver Over 20% CAGR in 3, 5, and 7 Years as of Nov 2025

Written by: Neha DubeyUpdated on: 7 Nov 2025, 9:05 pm IST
Parag Parikh Flexi Cap, Quant Small Cap, and HDFC Mid Cap Fund are among 10 equity mutual funds that have delivered over 20% CAGR consistently over 3, 5, and 7 years.
10 Equity Mutual Funds Deliver Over 20 percent CAGR in 3, 5, and 7 Years as of Nov 2025
ShareShare on 1Share on 2Share on 3Share on 4Share on 5

10 equity mutual funds have achieved over 20% compound annual growth rate (CAGR) across three key investment horizons 3, 5, and 7 years. 

These funds have demonstrated consistent performance amid changing market conditions, highlighting the strength of disciplined fund management and long-term equity exposure.

Top Performing Funds Based on 3 Year, 5 Year, 7 Year CAGR

Fund Name3 Years CAGR (%)5 Years CAGR (%)7 Years CAGR (%)
DSP Small Cap Fund20.0926.5620.75
Edelweiss Mid Cap Fund24.2828.8822.54
HDFC Mid Cap Fund25.5429.5521.63
Invesco India Midcap Fund27.2427.9921.76
Invesco India Smallcap Fund25.5031.2423.03
Kotak Midcap Fund21.6226.8221.40
Mahindra Manulife Mid Cap Fund23.3727.3920.81
Motilal Oswal Midcap Fund24.7632.0623.66
Nippon India Growth Mid Cap Fund24.9129.3122.56
Nippon India Small Cap Fund22.7932.9323.39

Note: The data above is as of Nov 4, 2025

Key Takeaways

  • Parag Parikh Flexi Cap Fund, India’s largest active flexi cap fund, delivered 21.65%, 22.29%, and 20.65% CAGR over 3, 5, and 7 years respectively.
  • Quant Small Cap Fund recorded the highest CAGR among all, delivering 33.62% over 5 years and 26% over 7 years.
  • Invesco India Midcap Fund achieved the best 3-year CAGR of 27.24%, demonstrating superior midcap performance.
  • Edelweiss Mid Cap Fund posted strong numbers with 24.28%, 28.88%, and 22.54% CAGR across the three periods.

Read More: Best Semiconductor Mutual Funds for November 2025: Tata Digital India, ICICI Prudential Tech and More Based on 3Y CAGR.

Conclusion

The analysis highlights a group of equity mutual funds that have consistently delivered over 20% CAGR across 3-year, 5-year, and 7-year periods as of November 2025. 

These results reflect the sustained performance of select schemes across market cycles based on historical data. Investor should conduct due diligence before making investment decisions.

 

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.

Published on: Nov 7, 2025, 3:32 PM IST

Neha Dubey

Neha Dubey is a Content Analyst with 3 years of experience in financial journalism, having written for a leading newswire agency and multiple newspapers. At Angel One, she creates daily content on finance and the economy. Neha holds a degree in Economics and a Master’s in Journalism.

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