Consistent funds: 28 schemes offer over 15% in 5, 7, 10-year horizons
These 28 schemes were from contra, ELSS, flexi cap, large & mid cap, mid cap, multi cap, small cap, and value fund categories. Around nine mid cap schemes offered more than 15% in all three horizons. Seven small cap, three ELSS and flexi cap funds, two multi cap and value funds, and one contra and large & mid cap schemes also gave more than 15% in all three horizons. No schemes from the large cap and focused fund categories offered more than 15% in five, seven and 10-year horizons.
Quant Tax Plan, Nippon India Small Cap Fund, and SBI Small Cap Fund gave more than 20% in these three horizons.
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In the three-year horizon, Quant Small Cap Fund gave the highest return of around 28.86%, followed by Quant Tax Plan which gave 24.02%.
In the seven-year horizon, Nippon India Small Cap Fund offered the highest return of 21.94%. Quant Small cap Fund gave 21.01% in the same time period.
In the 10-year horizon, Nippon India Small Cap Fund was the topper. The scheme gave 29.63%, followed by SBI Small Cap Fund which offered 26.73%.
Maximum schemes were from Quant Mutual Fund. Around five schemes from the fund house gave more than 15% in all three horizons. Nippon India Mutual Fund had around three schemes in the list.
We considered all equity categories such as large cap, small cap, mid cap, large & mid cap, flexi cap, focused fund, multi cap, ELSS, value and contra fund categories. We considered trailing returns. We considered only regular and growth options.
Note, the above exercise is not a recommendation. The main purpose of the exercise was to find out how many equity schemes have offered more than 15% in five, seven,
