Equity mutual funds remain a preferred investment option for investors seeking long-term wealth creation through exposure to the stock market. While short-term performance may fluctuate with market conditions, evaluating a fund's 5-year CAGR can provide a better indication of its consistency across different market cycles. In this article, we look at some of the best performing equity mutual funds for July 2026, ranked by their 5-year CAGR, along with their assets under management (AUM), recent returns, and key highlights to help investors compare their options.
| Mutual Fund | AUM (₹ Cr) | 1Y Return | 5Y CAGR |
| LIC MF Infra Fund | 1,137.05 | 9.56% | 24.82% |
| ICICI Pru Infrastructure Fund | 8,549.71 | 2.50% | 24.42% |
| SBI PSU Fund | 6,683.53 | 6.10% | 24.17% |
| Aditya Birla SL PSU Equity Fund | 6,018.74 | 7.01% | 24.16% |
| DSP India T.I.G.E.R Fund | 6,019.07 | 13.10% | 23.80% |
LIC MF Infra Fund invests primarily in infrastructure-related companies across sectors such as power, capital goods and engineering. The fund has an expense ratio of 0.69% and has delivered a 3-year CAGR of 27.99%. It manages assets worth ₹1,137.05 crore and is categorised as Very High Risk by SEBI.
ICICI Prudential Infrastructure Fund focuses on companies expected to benefit from India's infrastructure and industrial growth. It has an expense ratio of 0.98% and has generated a 3-year CAGR of 21.74%. The fund has an AUM of ₹8,549.71 crore and is classified as Very High Risk.
SBI PSU Fund invests predominantly in public sector enterprises across sectors such as banking, energy and utilities. It carries an expense ratio of 0.85% and has delivered a 3-year CAGR of 26.76%. The fund manages ₹6,683.53 crore in assets and falls under the Very High Risk category.
Aditya Birla Sun Life PSU Equity Fund offers exposure to listed public sector companies across multiple industries. The fund has an expense ratio of 0.56% and has posted a 3-year CAGR of 24.60%. With an AUM of ₹6,018.74 crore, it is categorised as Very High Risk by SEBI.
DSP India T.I.G.E.R (The Infrastructure Growth and Economic Reforms) Fund invests in companies linked to infrastructure development and economic reforms. It has an expense ratio of 0.70% and has delivered a 3-year CAGR of 25.63%. The fund manages ₹6,019.07 crore and is classified as Very High Risk.
Past performance should not be the sole criterion for selecting an equity mutual fund. Before investing, investors should also evaluate factors such as the fund's investment objective, portfolio composition, expense ratio, risk profile, and whether it aligns with their financial goals and investment horizon. Since equity mutual funds are subject to market risk, reviewing the scheme documents and consulting a financial advisor, if required, can help in making informed investment decisions.
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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or 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.
Published on: Jul 12, 2026, 9:00 AM IST
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