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Most consistent equity funds

66 funds match this screen, ranked on share of 3-year windows beating peers. Which equity funds beat their peers most often, not just recently?

Criteria: Equity funds that beat their category median in at least 75% of rolling 3-year windows.

Nothing else in India screens on this. A single 3-year return is one roll of the dice โ€” it depends heavily on the start date. This counts every 3-year window the fund has lived through and asks how often it came out ahead of its peers. 50% is exactly average by definition, so 75% is a real edge.

Most consistent equity funds, ranked by share of 3-year windows beating peers

#
1Aditya Birla Sun Life PSU Equity Fund-Direct Plan-GrowthGoldSectoral/Thematic100%+32.77%-33.8%+18.79%โ‚น6,073 Cr0.77%
2BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTHPlatinumSmall Cap Fund100%+31.29%-24.3%+25.09%โ‚น34,176 Cr0.61%
3Invesco India Focused Fund - Direct Plan - GrowthPlatinumFocused Fund100%+23.25%-22.0%+21.03%โ‚น6,454 Cr0.70%
4Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct GrowthPlatinumIndex Funds100%+23.15%-21.2%+14.58%โ‚น503 Cr0.45%
5Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct GrowthPlatinumIndex Funds100%+22.56%-36.7%+19.36%โ‚น367 Cr0.57%
6Invesco India Flexi Cap Fund - Direct Plan - GrowthGoldFlexi Cap Fund100%+22.10%-19.4%+17.42%โ‚น5,709 Cr0.85%
7ICICI Prudential PSU Equity Fund - Direct Plan - GrowthSilverSectoral/Thematic100%+27.95%-23.0%+20.30%โ‚น1,850 Cr1.29%
8ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Direct Plan - GrowthGoldSectoral/Thematic100%+26.55%-23.6%+22.11%โ‚น4,119 Cr1.27%
9BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLANSilverSectoral/Thematic100%+24.33%-25.0%+19.13%โ‚น771 Cr1.08%
10HSBC Midcap Fund - Direct GrowthPlatinumMid Cap Fund100%+26.12%-26.0%+23.43%โ‚น17,188 Cr1.15%
11HSBC NIFTY NEXT 50 INDEX FUND - Direct GrowthGoldIndex Funds100%+18.69%-26.6%+16.92%โ‚น182 Cr0.41%
12ITI Flexi Cap Fund- Direct Plan- GrowthPlatinumFlexi Cap Fund100%+20.46%-21.4%+19.11%โ‚น1,588 Cr0.91%
13ITI Pharma and Healthcare Fund - Direct Plan - Growth OptionPlatinumSectoral/Thematic100%+21.46%-17.7%+21.36%โ‚น276 Cr0.92%
14BANK OF INDIA Flexi Cap Fund Direct Plan -GrowthPlatinumFlexi Cap Fund99%+24.52%-23.7%+19.38%โ‚น2,953 Cr0.85%
15Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct GrowthGoldIndex Funds99%+18.23%-26.7%+17.10%โ‚น287 Cr0.45%
16ICICI Prudential Innovation Fund - Direct Plan - GrowthGoldSectoral/Thematic99%+21.40%-16.5%+19.06%โ‚น8,012 Cr1.24%
17Quant Value Fund - Growth Option - Direct PlanGoldValue Fund99%+23.56%-24.0%+20.40%โ‚น1,978 Cr0.91%
18WhiteOak Capital Mid Cap Fund Direct Plan GrowthPlatinumMid Cap Fund99%+26.56%-19.3%+21.55%โ‚น7,485 Cr0.94%
19Kotak Manufacture in India Fund - Direct Plan GrowthPlatinumSectoral/Thematic98%+22.00%-22.3%+21.17%โ‚น3,127 Cr0.77%
20Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct GrowthBronzeIndex Funds98%+16.95%-18.0%+10.95%โ‚น535 Cr0.40%
21Axis Multicap Fund - Direct GrowthPlatinumMulti Cap Fund98%+22.72%-18.1%+19.49%โ‚น11,985 Cr1.01%
22ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative OptionGoldSectoral/Thematic98%+25.94%-37.6%+19.95%โ‚น7,175 Cr1.20%
23Invesco India Smallcap Fund - Direct Plan - GrowthGoldSmall Cap Fund98%+28.45%-37.7%+23.28%โ‚น15,744 Cr0.63%
24Kotak Multicap Fund-Direct Plan-GrowthGoldMulti Cap Fund97%+24.46%-21.0%+17.09%โ‚น30,529 Cr0.70%
25Motilal Oswal Large and Midcap Fund - Direct Plan GrowthPlatinumLarge & Mid Cap Fund97%+27.17%-37.4%+22.03%โ‚น20,159 Cr0.91%
26Axis Value Fund - Direct Plan - GrowthPlatinumValue Fund97%+23.16%-20.2%+18.07%โ‚น1,880 Cr0.93%
27ITI Mid Cap Fund - Direct Plan - Growth OptionGoldMid Cap Fund96%+25.20%-22.7%+19.87%โ‚น1,539 Cr0.91%
28ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative OptionSectoral/Thematic96%+26.34%-40.1%+13.61%โ‚น38,338 Cr0.94%
29HSBC Multi Cap Fund - Direct - GrowthGoldMulti Cap Fund96%+21.84%-20.1%+18.50%โ‚น6,503 Cr0.81%
30ITI Small Cap Fund - Direct Plan - Growth OptionPlatinumSmall Cap Fund96%+26.66%-39.9%+25.07%โ‚น3,603 Cr0.86%
31LIC MF Multi Cap Fund-Direct Plan-GrowthSilverMulti Cap Fund95%+20.76%-19.3%+17.93%โ‚น2,254 Cr0.77%
32Kotak Pioneer Fund- Direct Plan- Growth OptionGoldSectoral/Thematic95%+22.05%-35.7%+21.12%โ‚น4,281 Cr0.63%
33ICICI Prudential Flexicap Fund - Direct Plan - GrowthGoldFlexi Cap Fund94%+20.06%-19.7%+15.93%โ‚น25,895 Cr0.88%
34quant Quantamental Fund - Growth Option - Direct PlanPlatinumSectoral/Thematic94%+23.47%-23.3%+15.58%โ‚น1,632 Cr1.61%
35Mahindra Manulife Focused Fund - Direct Plan -GrowthSilverFocused Fund93%+21.84%-16.5%+12.73%โ‚น2,109 Cr0.87%
36WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthPlatinumELSS93%+20.71%-16.4%+15.98%โ‚น507 Cr0.87%
37ICICI Prudential Business Cycle Fund Direct Plan GrowthSilverSectoral/Thematic93%+23.55%-14.4%+14.74%โ‚น15,873 Cr1.01%
38360 ONE QUANT FUND DIRECT GROWTHSectoral/Thematic91%+24.14%-22.4%+15.02%โ‚น846 Cr1.16%
39Bank of India Multi Cap Fund Direct Plan - GrowthPlatinumMulti Cap Fund91%+21.03%-20.3%+17.85%โ‚น1,335 Cr1.19%
40WhiteOak Capital Flexi Cap Fund Direct Plan-GrowthGoldFlexi Cap Fund91%+20.09%-15.6%+14.39%โ‚น9,595 Cr0.83%
41DSP Healthcare Fund - Direct Plan - GrowthPlatinumSectoral/Thematic90%+22.88%-21.7%+23.06%โ‚น3,835 Cr0.75%
42ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan - Cumulative OptionPlatinumSectoral/Thematic89%+25.26%-20.6%+23.26%โ‚น6,803 Cr1.32%
43quant Large Cap Fund - Growth Option - Direct PlanGoldLarge Cap Fund88%+16.26%-21.1%+13.67%โ‚น3,651 Cr1.53%
44ITI ELSS Tax Saver Fund - Direct Plan - Growth OptionGoldELSS87%+20.72%-38.5%+17.18%โ‚น463 Cr0.90%
45JM Midcap Fund (Direct) - GrowthGoldMid Cap Fund86%+24.38%-22.5%+18.98%โ‚น1,360 Cr0.94%
46Mahindra Manulife Small Cap Fund - Direct Plan - GrowthGoldSmall Cap Fund86%+24.15%-26.0%+21.01%โ‚น5,468 Cr0.92%
47ICICI Prudential Commodities Fund - Direct Plan - Growth OptionGoldSectoral/Thematic86%+22.55%-41.2%+15.87%โ‚น4,277 Cr1.05%
48Mirae Asset Healthcare Fund - Direct Plan - GrowthPlatinumSectoral/Thematic85%+23.24%-20.0%+24.03%โ‚น3,555 Cr0.61%
49HSBC Infrastructure Fund - Direct GrowthBronzeSectoral/Thematic84%+21.75%-25.4%+15.71%โ‚น2,466 Cr1.09%
50HSBC Value Fund - Direct GrowthGoldValue Fund84%+22.14%-19.6%+15.54%โ‚น15,373 Cr0.89%
51Mahindra Manulife Mid Cap Fund - Direct Plan -GrowthSilverMid Cap Fund82%+25.69%-33.1%+17.38%โ‚น5,406 Cr0.74%
52Sundaram Services Fund Direct Plan - GrowthBronzeSectoral/Thematic81%+21.70%-39.6%+13.91%โ‚น5,262 Cr0.85%
53Aditya Birla Sun Life Special Opportunities Fund-Direct-GrowthPlatinumSectoral/Thematic80%+19.96%-20.3%+19.02%โ‚น1,279 Cr1.22%
54Parag Parikh ELSS Tax Saver Fund- Direct GrowthELSS80%+22.44%-29.5%+8.55%โ‚น5,613 Cr0.65%
55WhiteOak Capital Large Cap Fund Direct Plan GrowthGoldLarge Cap Fund79%+16.82%-15.3%+12.78%โ‚น1,276 Cr0.92%
56BANK OF INDIA Small Cap Fund Direct Plan GrowthPlatinumSmall Cap Fund79%+29.62%-32.4%+22.47%โ‚น3,307 Cr0.74%
57Mahindra Manulife Multi Cap Fund - Direct Plan -GrowthPlatinumMulti Cap Fund78%+22.64%-34.4%+17.45%โ‚น7,662 Cr0.93%
58HSBC Large & Mid Cap Fund - Direct GrowthPlatinumLarge & Mid Cap Fund78%+21.01%-36.1%+17.44%โ‚น5,931 Cr1.38%
59Tata Business Cycle Fund-Direct Plan-GrowthBronzeSectoral/Thematic77%+20.01%-20.0%+11.69%โ‚น2,602 Cr0.91%
60Kotak Focused Fund- Direct Plan- Growth optionGoldFocused Fund77%+18.53%-36.3%+14.67%โ‚น4,549 Cr0.74%
61HSBC Focused Fund - Direct GrowthPlatinumFocused Fund77%+18.61%-21.2%+15.19%โ‚น1,843 Cr1.08%
62Axis Large & Mid Cap Fund - Direct Plan - GrowthGoldLarge & Mid Cap Fund76%+20.90%-31.9%+15.18%โ‚น17,320 Cr0.83%
63Tata Small Cap Fund-Direct Plan-GrowthSmall Cap Fund76%+29.16%-36.6%+13.11%โ‚น13,094 Cr0.51%
64BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth OptionGoldELSS76%+19.55%-17.3%+15.03%โ‚น930 Cr1.28%
65Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth OptionSilverLarge & Mid Cap Fund75%+20.26%-20.6%+13.76%โ‚น1,877 Cr1.12%
66Mahindra Manulife Large Cap Fund - Direct Plan -GrowthLarge Cap Fund75%+16.65%-35.3%+8.14%โ‚น695 Cr1.08%

Badges are our own quality tiers โ€” Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) โ€” scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. โ€œ3Y typicalโ€ is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; โ€œ3Y loss oddsโ€ is the share of those periods that ended down. โ€œBeat peersโ€ is the share in which it beat its category's median, and โ€œworst fallโ€ is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any column heading to re-sort โ€” including the fund name, which groups a houseโ€™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.