Hidden gems
22 funds match this screen, ranked on share of 3-year windows beating peers. Which small equity funds have quietly beaten their peers?
Criteria: Equity funds under ₹1,500 Cr beating their peers in ≥ 65% of rolling 3-year windows.
The mirror of the screen above. A small fund can hold genuinely different positions and can move in and out of mid- and small-caps without moving the price — advantages that disappear with scale. The risk is the other side of the same coin: less scrutiny, and a greater chance of being merged away.
Hidden gems, ranked by share of 3-year windows beating peers
| # | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +23.15% | -21.2% | +14.58% | ₹503 Cr | 0.45% |
| 2 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +22.56% | -36.7% | +19.36% | ₹367 Cr | 0.57% |
| 3 | BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLANSilver | Sectoral/Thematic | 100% | +24.33% | -25.0% | +19.13% | ₹771 Cr | 1.08% |
| 4 | HSBC NIFTY NEXT 50 INDEX FUND - Direct GrowthGold | Index Funds | 100% | +18.69% | -26.6% | +16.92% | ₹182 Cr | 0.41% |
| 5 | ITI Pharma and Healthcare Fund - Direct Plan - Growth OptionPlatinum | Sectoral/Thematic | 100% | +21.46% | -17.7% | +21.36% | ₹276 Cr | 0.92% |
| 6 | Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct GrowthGold | Index Funds | 99% | +18.23% | -26.7% | +17.10% | ₹287 Cr | 0.45% |
| 7 | 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% |
| 8 | WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthPlatinum | ELSS | 93% | +20.71% | -16.4% | +15.98% | ₹507 Cr | 0.87% |
| 9 | 360 ONE QUANT FUND DIRECT GROWTH | Sectoral/Thematic | 91% | +24.14% | -22.4% | +15.02% | ₹846 Cr | 1.16% |
| 10 | Bank of India Multi Cap Fund Direct Plan - GrowthPlatinum | Multi Cap Fund | 91% | +21.03% | -20.3% | +17.85% | ₹1,335 Cr | 1.19% |
| 11 | ITI ELSS Tax Saver Fund - Direct Plan - Growth OptionGold | ELSS | 87% | +20.72% | -38.5% | +17.18% | ₹463 Cr | 0.90% |
| 12 | JM Midcap Fund (Direct) - GrowthGold | Mid Cap Fund | 86% | +24.38% | -22.5% | +18.98% | ₹1,360 Cr | 0.94% |
| 13 | Aditya Birla Sun Life Special Opportunities Fund-Direct-GrowthPlatinum | Sectoral/Thematic | 80% | +19.96% | -20.3% | +19.02% | ₹1,279 Cr | 1.22% |
| 14 | WhiteOak Capital Large Cap Fund Direct Plan GrowthGold | Large Cap Fund | 79% | +16.82% | -15.3% | +12.78% | ₹1,276 Cr | 0.92% |
| 15 | BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth OptionGold | ELSS | 76% | +19.55% | -17.3% | +15.03% | ₹930 Cr | 1.28% |
| 16 | Mahindra Manulife Large Cap Fund - Direct Plan -Growth | Large Cap Fund | 75% | +16.65% | -35.3% | +8.14% | ₹695 Cr | 1.08% |
| 17 | BANK OF INDIA Large Cap Fund Direct Plan GrowthPlatinum | Large Cap Fund | 73% | +15.99% | -22.6% | +12.91% | ₹231 Cr | 1.30% |
| 18 | Nippon India Taiwan Equity Fund- Direct Plan- Growth OptionGold | Sectoral/Thematic | 72% | +37.35% | -44.8% | +63.44% | ₹1,128 Cr | 1.07% |
| 19 | quant ESG Integration Strategy Fund - Growth Option - Direct PlanGold | Sectoral/Thematic | 71% | +21.27% | -25.1% | +17.23% | ₹337 Cr | 1.84% |
| 20 | ITI Value Fund - Direct Plan - Growth OptionSilver | Value Fund | 70% | +20.20% | -22.7% | +12.88% | ₹364 Cr | 1.42% |
| 21 | Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-GrowthPlatinum | Sectoral/Thematic | 69% | +19.88% | -20.5% | +22.45% | ₹1,103 Cr | 1.07% |
| 22 | Edelweiss Focused Fund - Direct Plan - GrowthSilver | Focused Fund | 66% | +18.25% | -17.1% | +12.41% | ₹1,051 Cr | 0.83% |
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.