Best Mutual Funds in India (by 5-Year Return)
Updated September 2026 · 25 active funds · data from AMFI NAVs
Indian equity funds ranked by 5-year CAGR from AMFI NAVs. A five-year window smooths out single-year luck better than a one-year table, but it still rewards whichever segment was in favour over the period and excludes funds younger than five years. Treat this as a starting screen, not a recommendation: check each fund's category, volatility and drawdown before drawing conclusions. No paid placement.
| # | Scheme | 1Y | 3Y | 5Y | Sharpe | Max DD | TER | AUM |
|---|---|---|---|---|---|---|---|---|
| 1 | SBI PSU Fund SBI | +5.18% | +19.49% | +23.40% | 0.87 | -24.1% | 0.91% | ₹6.1K Cr |
| 2 | Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life | +8.38% | +18.77% | +23.07% | 0.90 | -26.8% | - | ₹5.7K Cr |
| 3 | LIC MF Infrastructure Fund LIC | +11.24% | +24.36% | +21.95% | 0.97 | -26.7% | 0.82% | ₹969 Cr |
| 4 | DSP India T.I.G.E.R. Fund DSP | +14.20% | +20.63% | +21.27% | 1.03 | -25.8% | 1.28% | ₹5.3K Cr |
| 5 | ICICI Prudential Infrastructure Fund ICICI Prudential | +2.58% | +17.78% | +21.13% | 1.10 | -19.1% | 1.27% | ₹8.0K Cr |
| 6 | BANK OF INDIA Manufacturing & Infrastructure Fund Bank of India | +18.96% | +22.81% | +20.99% | 1.00 | -24.2% | 0.77% | ₹669 Cr |
| 7 | Invesco India PSU Equity Fund Invesco | +0.32% | +18.78% | +20.92% | 0.81 | -29.8% | 0.93% | ₹1.5K Cr |
| 8 | Nippon India Power & Infra Fund Nippon India | +8.64% | +18.84% | +20.51% | 0.95 | -25.6% | 1.11% | ₹6.9K Cr |
| 9 | Motilal Oswal Midcap Fund Motilal Oswal | -0.11% | +18.59% | +20.42% | 1.01 | -28.9% | 1.18% | ₹34.4K Cr |
| 10 | BANK OF INDIA Small Cap Fund Bank of India | +27.91% | +22.75% | +20.11% | 0.89 | -27.1% | 0.61% | ₹1.9K Cr |
| 11 | UTI - Transportation and Logistics Fund UTI | +0.23% | +18.19% | +19.99% | 0.87 | -24.9% | 0.85% | ₹3.7K Cr |
| 12 | Invesco India Smallcap Fund Invesco | +16.74% | +23.51% | +19.91% | 0.97 | -23.4% | 0.46% | ₹9.4K Cr |
| 13 | BANDHAN SMALL CAP FUND Bandhan | +12.47% | +25.19% | +19.79% | 0.92 | -24.3% | 0.67% | ₹19.9K Cr |
| 14 | Invesco India Midcap Fund Invesco | +9.41% | +23.55% | +19.25% | 0.94 | -20.1% | 0.58% | ₹10.4K Cr |
| 15 | quant Small Cap Fund quant | +14.89% | +18.06% | +19.25% | 0.88 | -25.2% | 1.23% | ₹27.7K Cr |
| 16 | HDFC Infrastructure Fund HDFC | -2.12% | +14.53% | +19.24% | 0.90 | -21.3% | 1.34% | ₹2.4K Cr |
| 17 | ITI Small Cap Fund ITI | +21.81% | +25.33% | +19.22% | 0.81 | -29.2% | 0.75% | ₹2.7K Cr |
| 18 | CANARA ROBECO INFRASTRUCTURE FUND Canara Robeco | +1.62% | +19.16% | +19.16% | 0.96 | -23.3% | 1.19% | ₹896 Cr |
| 19 | ICICI Prudential Manufacturing Fund ICICI Prudential | +8.35% | +19.96% | +19.09% | 0.93 | -22.8% | 1.15% | ₹6.4K Cr |
| 20 | quant Quantamental Fund quant | +9.04% | +15.67% | +18.76% | 0.73 | -23.3% | 0.79% | ₹1.6K Cr |
| 21 | Nippon India Small Cap Fund Nippon India | +9.62% | +15.73% | +18.67% | 0.92 | -24.2% | 0.65% | ₹66.1K Cr |
| 22 | SBI HEALTHCARE OPPORTUNITIES FUND SBI | +23.13% | +24.94% | +18.65% | 0.86 | -18.2% | 1.04% | ₹4.0K Cr |
| 23 | Invesco India Infrastructure Fund Invesco | +5.67% | +19.31% | +18.60% | 0.85 | -26.6% | 0.88% | ₹1.3K Cr |
| 24 | Kotak Infrastructure & Economic Reform Fund Kotak Mahindra | +8.64% | +16.82% | +18.60% | 0.90 | -27.7% | - | ₹2.3K Cr |
| 25 | Motilal Oswal Large and Midcap Fund Motilal Oswal | +7.62% | +22.03% | +18.54% | 0.86 | -26.1% | 0.86% | ₹14.8K Cr |
Ranked by 5-Year CAGR (highest first), on funds with that metric available. Returns, Sharpe, drawdown and TER are computed independently from AMFI NAVs - see methodology. No paid placement.