Top Equity Mutual Funds with Highest 5-Year CAGR for November 2025

When planning equity investments for the medium to long term, one of the key parameters to consider is the compound annual growth rate (CAGR) over a period of years. A higher 5-year CAGR often indicates that a mutual fund scheme has delivered sustained performance across market cycles. For this article, we highlight five equity schemes that stand out in terms of their 5-year CAGR as of November 2025.

Top Equity Mutual Funds for November 2025

Note: Data as of October 27, 2025.

Parag Parikh Flexi Cap Fund

An open-ended flexi-cap scheme managed by PPFAS Asset Management, this fund invests across large-cap, mid-cap, and small-cap stocks. Its objective is to generate long-term capital growth through an actively managed portfolio of equity and equity-related securities. With a 5-year CAGR of 23.39% and a Sharpe ratio of 0.72, it offers strong risk-adjusted returns.

HDFC Mid Cap Fund

Focused predominantly on mid-cap stocks, this scheme invests at least 65% of its assets in mid-cap companies. It currently allocates about 93.6% to domestic equities, with 46.93% in mid-cap stocks. Its 5-year CAGR of 30.35% highlights robust growth potential for investors seeking exposure to mid-sized companies.

HDFC Flexi Cap Fund

Offering flexibility to invest across market capitalisations, this scheme balances exposure between large, mid, and small companies. With a 5-year CAGR of 29.46% and a one-year return of 10.48%, it suits investors looking for diversification and consistent performance.

ICICI Prudential Large Cap Fund

This large-cap equity scheme invests primarily in stable, blue-chip companies, with over 74% allocation to large-cap stocks. Its 5-year CAGR of 22.19% and low expense ratio make it a reliable choice for conservative investors seeking steady growth.

Nippon India Small Cap Fund

Targeting small-cap companies, this scheme aims for long-term capital appreciation. It has delivered the highest 5-year CAGR of 33.53%, though its one-year return is negative, reflecting short-term volatility. Ideal for investors with high risk tolerance and long horizons.

Read More: AMFI Data: 11 Fund Houses Manage AUM Over ₹2 Lakh Crore.

Conclusion

These five equity mutual funds represent some of the top-performing schemes in India as of November 2025, based on their five-year CAGR. They span flexi-cap, large-cap, mid-cap, and small-cap categories, offering options for different risk appetites and investment horizons.

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.

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