Top Equity Mutual Funds with 5-Year CAGR Above 25% as of July 2025

In an analysis of equity mutual funds based on daily rolling returns over a 5 year period, 12 funds have stood out by delivering compound annual growth rates (CAGR) exceeding 25%. Among the 200 equity schemes reviewed, 199 reported double-digit CAGR, while just one trailed with a single-digit return, as per The Economic Times report.

Let’s take a look at the top-performing equity mutual funds that delivered over 25% CAGR during this 5-year period based on daily rolling returns.

Top 12 Equity Mutual Funds Based on 5-Year Daily Rolling Returns

Note: The list of equity mutual funds above is based on performance data as of July 7, 2025.

Small Caps Lead the Performance Pack

The top-performing funds were overwhelmingly from the small cap category, with Bandhan Small Cap Fund leading the charge by generating a CAGR of 35.61% over the last 5 years.

Apart from small caps, the list also featured two mid cap funds Union Midcap Fund (30.44%) and Mirae Asset Midcap Fund (27.47%) as well as one flexi cap fund, Bank of India Flexi Cap Fund, which returned 28.06% CAGR.

Methodology

The analysis included regular plans under the growth option, and calculated daily rolling returns to ensure consistency in performance measurement across the time horizon, the report added.

Read More: These Top 10 Small Cap Mutual Funds Turned ₹1 Lakh Into ₹4.3 Lakh+ in 5 Years as of July 2025.

Conclusion

While the past 5-year performance of certain mutual funds highlights consistent growth, it’s important to remember that historical returns can provide perspective but are not predictive of future performance. Markets are dynamic, and returns may vary across time periods.

Investors should evaluate their risk appetite, financial goals, and investment horizon carefully before making any investment decisions. Always consult with a financial advisor for personalized guidance.

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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 are subject to market risks, read all scheme-related documents carefully.