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
| # | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 | Aditya Birla Sun Life PSU Equity Fund-Direct Plan-GrowthGold | Sectoral/Thematic | 100% | +32.77% | -33.8% | +18.79% | โน6,073 Cr | 0.77% |
| 2 | BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTHPlatinum | Small Cap Fund | 100% | +31.29% | -24.3% | +25.09% | โน34,176 Cr | 0.61% |
| 3 | Invesco India Focused Fund - Direct Plan - GrowthPlatinum | Focused Fund | 100% | +23.25% | -22.0% | +21.03% | โน6,454 Cr | 0.70% |
| 4 | Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +23.15% | -21.2% | +14.58% | โน503 Cr | 0.45% |
| 5 | Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct GrowthPlatinum | Index Funds | 100% | +22.56% | -36.7% | +19.36% | โน367 Cr | 0.57% |
| 6 | Invesco India Flexi Cap Fund - Direct Plan - GrowthGold | Flexi Cap Fund | 100% | +22.10% | -19.4% | +17.42% | โน5,709 Cr | 0.85% |
| 7 | ICICI Prudential PSU Equity Fund - Direct Plan - GrowthSilver | Sectoral/Thematic | 100% | +27.95% | -23.0% | +20.30% | โน1,850 Cr | 1.29% |
| 8 | ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Direct Plan - GrowthGold | Sectoral/Thematic | 100% | +26.55% | -23.6% | +22.11% | โน4,119 Cr | 1.27% |
| 9 | BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLANSilver | Sectoral/Thematic | 100% | +24.33% | -25.0% | +19.13% | โน771 Cr | 1.08% |
| 10 | HSBC Midcap Fund - Direct GrowthPlatinum | Mid Cap Fund | 100% | +26.12% | -26.0% | +23.43% | โน17,188 Cr | 1.15% |
| 11 | HSBC NIFTY NEXT 50 INDEX FUND - Direct GrowthGold | Index Funds | 100% | +18.69% | -26.6% | +16.92% | โน182 Cr | 0.41% |
| 12 | ITI Flexi Cap Fund- Direct Plan- GrowthPlatinum | Flexi Cap Fund | 100% | +20.46% | -21.4% | +19.11% | โน1,588 Cr | 0.91% |
| 13 | ITI Pharma and Healthcare Fund - Direct Plan - Growth OptionPlatinum | Sectoral/Thematic | 100% | +21.46% | -17.7% | +21.36% | โน276 Cr | 0.92% |
| 14 | BANK OF INDIA Flexi Cap Fund Direct Plan -GrowthPlatinum | Flexi Cap Fund | 99% | +24.52% | -23.7% | +19.38% | โน2,953 Cr | 0.85% |
| 15 | Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct GrowthGold | Index Funds | 99% | +18.23% | -26.7% | +17.10% | โน287 Cr | 0.45% |
| 16 | ICICI Prudential Innovation Fund - Direct Plan - GrowthGold | Sectoral/Thematic | 99% | +21.40% | -16.5% | +19.06% | โน8,012 Cr | 1.24% |
| 17 | Quant Value Fund - Growth Option - Direct PlanGold | Value Fund | 99% | +23.56% | -24.0% | +20.40% | โน1,978 Cr | 0.91% |
| 18 | WhiteOak Capital Mid Cap Fund Direct Plan GrowthPlatinum | Mid Cap Fund | 99% | +26.56% | -19.3% | +21.55% | โน7,485 Cr | 0.94% |
| 19 | Kotak Manufacture in India Fund - Direct Plan GrowthPlatinum | Sectoral/Thematic | 98% | +22.00% | -22.3% | +21.17% | โน3,127 Cr | 0.77% |
| 20 | Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct GrowthBronze | Index Funds | 98% | +16.95% | -18.0% | +10.95% | โน535 Cr | 0.40% |
| 21 | Axis Multicap Fund - Direct GrowthPlatinum | Multi Cap Fund | 98% | +22.72% | -18.1% | +19.49% | โน11,985 Cr | 1.01% |
| 22 | ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative OptionGold | Sectoral/Thematic | 98% | +25.94% | -37.6% | +19.95% | โน7,175 Cr | 1.20% |
| 23 | Invesco India Smallcap Fund - Direct Plan - GrowthGold | Small Cap Fund | 98% | +28.45% | -37.7% | +23.28% | โน15,744 Cr | 0.63% |
| 24 | Kotak Multicap Fund-Direct Plan-GrowthGold | Multi Cap Fund | 97% | +24.46% | -21.0% | +17.09% | โน30,529 Cr | 0.70% |
| 25 | Motilal Oswal Large and Midcap Fund - Direct Plan GrowthPlatinum | Large & Mid Cap Fund | 97% | +27.17% | -37.4% | +22.03% | โน20,159 Cr | 0.91% |
| 26 | Axis Value Fund - Direct Plan - GrowthPlatinum | Value Fund | 97% | +23.16% | -20.2% | +18.07% | โน1,880 Cr | 0.93% |
| 27 | ITI Mid Cap Fund - Direct Plan - Growth OptionGold | Mid Cap Fund | 96% | +25.20% | -22.7% | +19.87% | โน1,539 Cr | 0.91% |
| 28 | ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative Option | Sectoral/Thematic | 96% | +26.34% | -40.1% | +13.61% | โน38,338 Cr | 0.94% |
| 29 | HSBC Multi Cap Fund - Direct - GrowthGold | Multi Cap Fund | 96% | +21.84% | -20.1% | +18.50% | โน6,503 Cr | 0.81% |
| 30 | ITI Small Cap Fund - Direct Plan - Growth OptionPlatinum | Small Cap Fund | 96% | +26.66% | -39.9% | +25.07% | โน3,603 Cr | 0.86% |
| 31 | LIC MF Multi Cap Fund-Direct Plan-GrowthSilver | Multi Cap Fund | 95% | +20.76% | -19.3% | +17.93% | โน2,254 Cr | 0.77% |
| 32 | Kotak Pioneer Fund- Direct Plan- Growth OptionGold | Sectoral/Thematic | 95% | +22.05% | -35.7% | +21.12% | โน4,281 Cr | 0.63% |
| 33 | ICICI Prudential Flexicap Fund - Direct Plan - GrowthGold | Flexi Cap Fund | 94% | +20.06% | -19.7% | +15.93% | โน25,895 Cr | 0.88% |
| 34 | quant Quantamental Fund - Growth Option - Direct PlanPlatinum | Sectoral/Thematic | 94% | +23.47% | -23.3% | +15.58% | โน1,632 Cr | 1.61% |
| 35 | Mahindra Manulife Focused Fund - Direct Plan -GrowthSilver | Focused Fund | 93% | +21.84% | -16.5% | +12.73% | โน2,109 Cr | 0.87% |
| 36 | WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthPlatinum | ELSS | 93% | +20.71% | -16.4% | +15.98% | โน507 Cr | 0.87% |
| 37 | ICICI Prudential Business Cycle Fund Direct Plan GrowthSilver | Sectoral/Thematic | 93% | +23.55% | -14.4% | +14.74% | โน15,873 Cr | 1.01% |
| 38 | 360 ONE QUANT FUND DIRECT GROWTH | Sectoral/Thematic | 91% | +24.14% | -22.4% | +15.02% | โน846 Cr | 1.16% |
| 39 | Bank of India Multi Cap Fund Direct Plan - GrowthPlatinum | Multi Cap Fund | 91% | +21.03% | -20.3% | +17.85% | โน1,335 Cr | 1.19% |
| 40 | WhiteOak Capital Flexi Cap Fund Direct Plan-GrowthGold | Flexi Cap Fund | 91% | +20.09% | -15.6% | +14.39% | โน9,595 Cr | 0.83% |
| 41 | DSP Healthcare Fund - Direct Plan - GrowthPlatinum | Sectoral/Thematic | 90% | +22.88% | -21.7% | +23.06% | โน3,835 Cr | 0.75% |
| 42 | ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan - Cumulative OptionPlatinum | Sectoral/Thematic | 89% | +25.26% | -20.6% | +23.26% | โน6,803 Cr | 1.32% |
| 43 | quant Large Cap Fund - Growth Option - Direct PlanGold | Large Cap Fund | 88% | +16.26% | -21.1% | +13.67% | โน3,651 Cr | 1.53% |
| 44 | ITI ELSS Tax Saver Fund - Direct Plan - Growth OptionGold | ELSS | 87% | +20.72% | -38.5% | +17.18% | โน463 Cr | 0.90% |
| 45 | JM Midcap Fund (Direct) - GrowthGold | Mid Cap Fund | 86% | +24.38% | -22.5% | +18.98% | โน1,360 Cr | 0.94% |
| 46 | Mahindra Manulife Small Cap Fund - Direct Plan - GrowthGold | Small Cap Fund | 86% | +24.15% | -26.0% | +21.01% | โน5,468 Cr | 0.92% |
| 47 | ICICI Prudential Commodities Fund - Direct Plan - Growth OptionGold | Sectoral/Thematic | 86% | +22.55% | -41.2% | +15.87% | โน4,277 Cr | 1.05% |
| 48 | Mirae Asset Healthcare Fund - Direct Plan - GrowthPlatinum | Sectoral/Thematic | 85% | +23.24% | -20.0% | +24.03% | โน3,555 Cr | 0.61% |
| 49 | HSBC Infrastructure Fund - Direct GrowthBronze | Sectoral/Thematic | 84% | +21.75% | -25.4% | +15.71% | โน2,466 Cr | 1.09% |
| 50 | HSBC Value Fund - Direct GrowthGold | Value Fund | 84% | +22.14% | -19.6% | +15.54% | โน15,373 Cr | 0.89% |
| 51 | Mahindra Manulife Mid Cap Fund - Direct Plan -GrowthSilver | Mid Cap Fund | 82% | +25.69% | -33.1% | +17.38% | โน5,406 Cr | 0.74% |
| 52 | Sundaram Services Fund Direct Plan - GrowthBronze | Sectoral/Thematic | 81% | +21.70% | -39.6% | +13.91% | โน5,262 Cr | 0.85% |
| 53 | Aditya Birla Sun Life Special Opportunities Fund-Direct-GrowthPlatinum | Sectoral/Thematic | 80% | +19.96% | -20.3% | +19.02% | โน1,279 Cr | 1.22% |
| 54 | Parag Parikh ELSS Tax Saver Fund- Direct Growth | ELSS | 80% | +22.44% | -29.5% | +8.55% | โน5,613 Cr | 0.65% |
| 55 | WhiteOak Capital Large Cap Fund Direct Plan GrowthGold | Large Cap Fund | 79% | +16.82% | -15.3% | +12.78% | โน1,276 Cr | 0.92% |
| 56 | BANK OF INDIA Small Cap Fund Direct Plan GrowthPlatinum | Small Cap Fund | 79% | +29.62% | -32.4% | +22.47% | โน3,307 Cr | 0.74% |
| 57 | Mahindra Manulife Multi Cap Fund - Direct Plan -GrowthPlatinum | Multi Cap Fund | 78% | +22.64% | -34.4% | +17.45% | โน7,662 Cr | 0.93% |
| 58 | HSBC Large & Mid Cap Fund - Direct GrowthPlatinum | Large & Mid Cap Fund | 78% | +21.01% | -36.1% | +17.44% | โน5,931 Cr | 1.38% |
| 59 | Tata Business Cycle Fund-Direct Plan-GrowthBronze | Sectoral/Thematic | 77% | +20.01% | -20.0% | +11.69% | โน2,602 Cr | 0.91% |
| 60 | Kotak Focused Fund- Direct Plan- Growth optionGold | Focused Fund | 77% | +18.53% | -36.3% | +14.67% | โน4,549 Cr | 0.74% |
| 61 | HSBC Focused Fund - Direct GrowthPlatinum | Focused Fund | 77% | +18.61% | -21.2% | +15.19% | โน1,843 Cr | 1.08% |
| 62 | Axis Large & Mid Cap Fund - Direct Plan - GrowthGold | Large & Mid Cap Fund | 76% | +20.90% | -31.9% | +15.18% | โน17,320 Cr | 0.83% |
| 63 | Tata Small Cap Fund-Direct Plan-Growth | Small Cap Fund | 76% | +29.16% | -36.6% | +13.11% | โน13,094 Cr | 0.51% |
| 64 | BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth OptionGold | ELSS | 76% | +19.55% | -17.3% | +15.03% | โน930 Cr | 1.28% |
| 65 | Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth OptionSilver | Large & Mid Cap Fund | 75% | +20.26% | -20.6% | +13.76% | โน1,877 Cr | 1.12% |
| 66 | Mahindra Manulife Large Cap Fund - Direct Plan -Growth | Large Cap Fund | 75% | +16.65% | -35.3% | +8.14% | โน695 Cr | 1.08% |
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. โ3Y typicalโ is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; โ3Y loss oddsโ is the share of those periods that ended down. โBeat peersโ is the share in which it beat its category's median, and โworst 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 houseโs 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.