Consistent and cheap
58 funds match this screen, ranked on share of 3-year windows beating peers. Which equity funds beat their peers regularly without charging for it?
Criteria: Equity funds beating their peers in ≥ 65% of rolling 3-year windows, with expense ≤ 1%.
Consistency and cost are the two things that persist. Past returns are the least reliable predictor of future returns; a low expense ratio is contractual, and a long record of beating peers is at least evidence of process. Requiring both is a stricter test than either alone.
Consistent and cheap, ranked by share of 3-year windows beating peers
| # | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life PSU Equity Fund-Direct Plan-GrowthGold | Sectoral/Thematic | 100% | +32.77% | -33.8% | +18.79% | ₹6,073 Cr | 0.77% |
| 2 | BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTHPlatinum | Small Cap Fund | 100% | +31.29% | -24.3% | +25.09% | ₹34,176 Cr | 0.61% |
| 3 | Invesco India Focused Fund - Direct Plan - GrowthPlatinum | Focused Fund | 100% | +23.25% | -22.0% | +21.03% | ₹6,454 Cr | 0.70% |
| 4 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +23.15% | -21.2% | +14.58% | ₹503 Cr | 0.45% |
| 5 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +22.56% | -36.7% | +19.36% | ₹367 Cr | 0.57% |
| 6 | Invesco India Flexi Cap Fund - Direct Plan - GrowthGold | Flexi Cap Fund | 100% | +22.10% | -19.4% | +17.42% | ₹5,709 Cr | 0.85% |
| 7 | HSBC NIFTY NEXT 50 INDEX FUND - Direct GrowthGold | Index Funds | 100% | +18.69% | -26.6% | +16.92% | ₹182 Cr | 0.41% |
| 8 | ITI Flexi Cap Fund- Direct Plan- GrowthPlatinum | Flexi Cap Fund | 100% | +20.46% | -21.4% | +19.11% | ₹1,588 Cr | 0.91% |
| 9 | ITI Pharma and Healthcare Fund - Direct Plan - Growth OptionPlatinum | Sectoral/Thematic | 100% | +21.46% | -17.7% | +21.36% | ₹276 Cr | 0.92% |
| 10 | BANK OF INDIA Flexi Cap Fund Direct Plan -GrowthPlatinum | Flexi Cap Fund | 99% | +24.52% | -23.7% | +19.38% | ₹2,953 Cr | 0.85% |
| 11 | Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct GrowthGold | Index Funds | 99% | +18.23% | -26.7% | +17.10% | ₹287 Cr | 0.45% |
| 12 | Quant Value Fund - Growth Option - Direct PlanGold | Value Fund | 99% | +23.56% | -24.0% | +20.40% | ₹1,978 Cr | 0.91% |
| 13 | WhiteOak Capital Mid Cap Fund Direct Plan GrowthPlatinum | Mid Cap Fund | 99% | +26.56% | -19.3% | +21.55% | ₹7,485 Cr | 0.94% |
| 14 | Kotak Manufacture in India Fund - Direct Plan GrowthPlatinum | Sectoral/Thematic | 98% | +22.00% | -22.3% | +21.17% | ₹3,127 Cr | 0.77% |
| 15 | Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct GrowthBronze | Index Funds | 98% | +16.95% | -18.0% | +10.95% | ₹535 Cr | 0.40% |
| 16 | Invesco India Smallcap Fund - Direct Plan - GrowthGold | Small Cap Fund | 98% | +28.45% | -37.7% | +23.28% | ₹15,744 Cr | 0.63% |
| 17 | Kotak Multicap Fund-Direct Plan-GrowthGold | Multi Cap Fund | 97% | +24.46% | -21.0% | +17.09% | ₹30,529 Cr | 0.70% |
| 18 | Motilal Oswal Large and Midcap Fund - Direct Plan GrowthPlatinum | Large & Mid Cap Fund | 97% | +27.17% | -37.4% | +22.03% | ₹20,159 Cr | 0.91% |
| 19 | Axis Value Fund - Direct Plan - GrowthPlatinum | Value Fund | 97% | +23.16% | -20.2% | +18.07% | ₹1,880 Cr | 0.93% |
| 20 | ITI Mid Cap Fund - Direct Plan - Growth OptionGold | Mid Cap Fund | 96% | +25.20% | -22.7% | +19.87% | ₹1,539 Cr | 0.91% |
| 21 | ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option | Sectoral/Thematic | 96% | +26.34% | -40.1% | +13.61% | ₹38,338 Cr | 0.94% |
| 22 | HSBC Multi Cap Fund - Direct - GrowthGold | Multi Cap Fund | 96% | +21.84% | -20.1% | +18.50% | ₹6,503 Cr | 0.81% |
| 23 | ITI Small Cap Fund - Direct Plan - Growth OptionPlatinum | Small Cap Fund | 96% | +26.66% | -39.9% | +25.07% | ₹3,603 Cr | 0.86% |
| 24 | LIC MF Multi Cap Fund-Direct Plan-GrowthSilver | Multi Cap Fund | 95% | +20.76% | -19.3% | +17.93% | ₹2,254 Cr | 0.77% |
| 25 | Kotak Pioneer Fund- Direct Plan- Growth OptionGold | Sectoral/Thematic | 95% | +22.05% | -35.7% | +21.12% | ₹4,281 Cr | 0.63% |
| 26 | ICICI Prudential Flexicap Fund - Direct Plan - GrowthGold | Flexi Cap Fund | 94% | +20.06% | -19.7% | +15.93% | ₹25,895 Cr | 0.88% |
| 27 | Mahindra Manulife Focused Fund - Direct Plan -GrowthSilver | Focused Fund | 93% | +21.84% | -16.5% | +12.73% | ₹2,109 Cr | 0.87% |
| 28 | WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthPlatinum | ELSS | 93% | +20.71% | -16.4% | +15.98% | ₹507 Cr | 0.87% |
| 29 | WhiteOak Capital Flexi Cap Fund Direct Plan-GrowthGold | Flexi Cap Fund | 91% | +20.09% | -15.6% | +14.39% | ₹9,595 Cr | 0.83% |
| 30 | DSP Healthcare Fund - Direct Plan - GrowthPlatinum | Sectoral/Thematic | 90% | +22.88% | -21.7% | +23.06% | ₹3,835 Cr | 0.75% |
| 31 | ITI ELSS Tax Saver Fund - Direct Plan - Growth OptionGold | ELSS | 87% | +20.72% | -38.5% | +17.18% | ₹463 Cr | 0.90% |
| 32 | JM Midcap Fund (Direct) - GrowthGold | Mid Cap Fund | 86% | +24.38% | -22.5% | +18.98% | ₹1,360 Cr | 0.94% |
| 33 | Mahindra Manulife Small Cap Fund - Direct Plan - GrowthGold | Small Cap Fund | 86% | +24.15% | -26.0% | +21.01% | ₹5,468 Cr | 0.92% |
| 34 | Mirae Asset Healthcare Fund - Direct Plan - GrowthPlatinum | Sectoral/Thematic | 85% | +23.24% | -20.0% | +24.03% | ₹3,555 Cr | 0.61% |
| 35 | HSBC Value Fund - Direct GrowthGold | Value Fund | 84% | +22.14% | -19.6% | +15.54% | ₹15,373 Cr | 0.89% |
| 36 | Mahindra Manulife Mid Cap Fund - Direct Plan -GrowthSilver | Mid Cap Fund | 82% | +25.69% | -33.1% | +17.38% | ₹5,406 Cr | 0.74% |
| 37 | Sundaram Services Fund Direct Plan - GrowthBronze | Sectoral/Thematic | 81% | +21.70% | -39.6% | +13.91% | ₹5,262 Cr | 0.85% |
| 38 | Parag Parikh ELSS Tax Saver Fund- Direct Growth | ELSS | 80% | +22.44% | -29.5% | +8.55% | ₹5,613 Cr | 0.65% |
| 39 | WhiteOak Capital Large Cap Fund Direct Plan GrowthGold | Large Cap Fund | 79% | +16.82% | -15.3% | +12.78% | ₹1,276 Cr | 0.92% |
| 40 | BANK OF INDIA Small Cap Fund Direct Plan GrowthPlatinum | Small Cap Fund | 79% | +29.62% | -32.4% | +22.47% | ₹3,307 Cr | 0.74% |
| 41 | Mahindra Manulife Multi Cap Fund - Direct Plan -GrowthPlatinum | Multi Cap Fund | 78% | +22.64% | -34.4% | +17.45% | ₹7,662 Cr | 0.93% |
| 42 | Tata Business Cycle Fund-Direct Plan-GrowthBronze | Sectoral/Thematic | 77% | +20.01% | -20.0% | +11.69% | ₹2,602 Cr | 0.91% |
| 43 | Kotak Focused Fund- Direct Plan- Growth optionGold | Focused Fund | 77% | +18.53% | -36.3% | +14.67% | ₹4,549 Cr | 0.74% |
| 44 | Axis Large & Mid Cap Fund - Direct Plan - GrowthGold | Large & Mid Cap Fund | 76% | +20.90% | -31.9% | +15.18% | ₹17,320 Cr | 0.83% |
| 45 | Tata Small Cap Fund-Direct Plan-Growth | Small Cap Fund | 76% | +29.16% | -36.6% | +13.11% | ₹13,094 Cr | 0.51% |
| 46 | HDFC Multi Cap Fund - Growth Option - Direct Plan | Multi Cap Fund | 74% | +21.27% | -20.2% | +11.39% | ₹20,649 Cr | 0.93% |
| 47 | BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth OptionGold | Large Cap Fund | 74% | +16.55% | -18.2% | +11.36% | ₹2,641 Cr | 0.88% |
| 48 | ITI Multi Cap Fund - Direct Plan - Growth OptionGold | Multi Cap Fund | 73% | +20.56% | -38.7% | +17.30% | ₹1,543 Cr | 0.87% |
| 49 | DSP Natural Resources and New Energy Fund - Direct Plan - GrowthPlatinum | Sectoral/Thematic | 73% | +21.96% | -48.0% | +19.88% | ₹2,574 Cr | 1.00% |
| 50 | Canara Robeco Focused Fund - Direct Plan - Growth OptionBronze | Focused Fund | 72% | +18.88% | -18.1% | +12.43% | ₹2,920 Cr | 0.81% |
| 51 | Edelweiss Mid Cap Fund - Direct Plan - Growth OptionSilver | Mid Cap Fund | 72% | +26.05% | -39.2% | +20.52% | ₹19,891 Cr | 0.68% |
| 52 | Edelweiss Small Cap Fund - Direct Plan - GrowthSilver | Small Cap Fund | 70% | +28.26% | -37.1% | +15.81% | ₹7,253 Cr | 0.66% |
| 53 | Tata Focused Fund-Direct Plan-Growth | Focused Fund | 69% | +18.97% | -37.3% | +9.43% | ₹1,755 Cr | 0.92% |
| 54 | Mahindra Manulife Large & Mid Cap Fund - Direct Plan -GrowthGold | Large & Mid Cap Fund | 68% | +20.54% | -32.9% | +12.10% | ₹2,929 Cr | 0.83% |
| 55 | Mirae Asset Midcap Fund - Direct Plan - GrowthSilver | Mid Cap Fund | 67% | +23.68% | -37.4% | +15.44% | ₹20,892 Cr | 0.94% |
| 56 | Mirae Asset Large & Midcap Fund - Direct Plan - Growth | Large & Mid Cap Fund | 66% | +19.84% | -36.9% | +11.77% | ₹45,811 Cr | 0.84% |
| 57 | Edelweiss Focused Fund - Direct Plan - GrowthSilver | Focused Fund | 66% | +18.25% | -17.1% | +12.41% | ₹1,051 Cr | 0.83% |
| 58 | Edelweiss Flexi Cap Fund - Direct Plan - Growth OptionSilver | Flexi Cap Fund | 66% | +19.11% | -36.1% | +14.20% | ₹3,722 Cr | 0.78% |
Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. “3Y typical” is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; “3Y loss odds” is the share of those periods that ended down. “Beat peers” is the share in which it beat its category's median, and “worst fall” is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Eligibility: Direct plan, Growth option. Wound-up, suspended and distributing (IDCW/payout) variants are excluded. Distributing funds are matched by NAME as well as by option, because the option field is wrong on around 100 schemes.