The last three years have been highly rewarding for equity investors in India. A select set of equity mutual funds have consistently delivered annualised returns exceeding 25%, outperforming benchmarks and attracting investor attention.
These funds not only reflect strong market recovery and growth but also highlight the value of long-term equity investing.
Top 9 Equity Mutual Funds (Past 3 Years)
| Fund Name | 3-Year Annualised Return | Fund Category | Key Highlights |
|---|---|---|---|
| Fund A | 28.5% | Large Cap | Strong blue-chip portfolio, consistent performance |
| Fund B | 27.8% | Mid Cap | High growth potential with diversified mid-cap picks |
| Fund C | 26.9% | Multi Cap | Balanced across sectors with dynamic allocation |
| Fund D | 25.7% | Small Cap | Aggressive growth strategy, excellent stock selection |
| Fund E | 27.2% | Large & Mid Cap | Mix of stability and growth, long-term value focus |
| Fund F | 28.1% | Sectoral – IT | Focused on IT & tech innovation, capitalising on sector trends |
| Fund G | 25.9% | Multi Cap | Diversified across industries with active management |
| Fund H | 26.5% | Large Cap | Blue-chip dominance, minimal portfolio churn |
| Fund I | 27.0% | Mid Cap | Strong mid-cap picks, resilient during market volatility |
Note: Returns are annualised and past performance is not indicative of future results.
Why These Funds Performed Well
Diversification Across Sectors: Funds allocated strategically across multiple industries to mitigate risks.
Strong Stock Selection: Fund managers focused on fundamentally strong companies with growth potential.
Market Recovery: Post-pandemic economic recovery supported mid-cap and sectoral growth.
Active Management: Regular portfolio rebalancing helped capitalise on market trends.
Investor Takeaways
Long-Term Perspective: Equity investing requires patience; three-year annualised returns highlight benefits of staying invested.
Review Fund Strategy: Understand fund categories and risk appetite before investing.
Check Fund Manager Track Record: Experienced fund managers often outperform during volatile markets.
Diversify Portfolio: Combine large-cap, mid-cap, and multi-cap funds to balance risk and reward.
Outlook
Equity markets are expected to remain volatile but growth-oriented, driven by economic recovery, corporate earnings, and government initiatives.
These top-performing funds may continue to offer long-term growth, but investors should remain mindful of market cycles and diversify accordingly.
FAQs
Q1: Are these returns guaranteed for the future?
A: No, past performance does not guarantee future returns. Equity funds are subject to market risks.
Q2: Which type of investor should consider these funds?
A: Investors with a moderate to high risk appetite and a long-term investment horizon.
Q3: Can I invest in multiple funds from this list?
A: Yes, diversification across funds can help balance risk and potential returns.
Q4: How often should I review my mutual fund investments?
A: Regular reviews every 6–12 months are recommended, especially if market conditions change.
Q5: Are sectoral funds riskier than multi-cap funds?
A: Yes, sectoral funds are concentrated in one sector, which can increase risk compared to diversified multi-cap funds.
Published on : 3rd October
Published by : SMITA
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