Long-term wealth · All screens
Best mutual funds for beginners
Cheap, large index funds that fell less than the market — a first-fund shortlist.
Funds matching
41
Best 3Y CAGR
+19.61%
Ranked by
3Y CAGR
What this screen looks for
- Category is index
- Expense ratio below 0.5%
- AUM above ₹1,000 Cr
- Max drawdown above -35%
- Plan is Direct
category = index AND expense ratio < 0.5% AND aum > 1000 AND max drawdown > -35 AND plan = DirectTop matches by 3Y CAGR
2041 funds match this screen; the 20 best by 3Y CAGR are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Kotak Nifty Next 50 Index Fund Kotak Mahindra | ★★★★☆ | +12.0% | +19.6% | +13.7% | 0.26% | ₹1,100Cr |
| 2 | SBI Nifty Next 50 Index Fund SBI | ★★★★☆ | +11.9% | +19.6% | +13.6% | 0.37% | ₹2,032Cr |
| 3 | Navi Nifty Next 50 Index Fund Navi | ★★★★☆ | +11.8% | +19.5% | — | 0.26% | ₹1,203Cr |
| 4 | HDFC NIFTY Next 50 index Fund HDFC | ★★★☆☆ | +11.8% | +19.3% | — | 0.36% | ₹2,399Cr |
| 5 | Nippon India Nifty Midcap 150 Index Fund Nippon India | ★★★★☆ | +11.7% | +17.8% | +17.9% | 0.37% | ₹2,396Cr |
| 6 | SBI Nifty Midcap 150 Index Fund SBI | ★★★★☆ | +11.6% | +17.8% | — | 0.46% | ₹1,054Cr |
| 7 | ICICI Prudential Nifty Midcap 150 Index Fund ICICI Prudential | ★★★★☆ | +11.6% | +17.8% | — | 0.35% | ₹1,068Cr |
| 8 | SBI Nifty Smallcap 250 Index Fund SBI | ★★★☆☆ | +10.1% | +16.8% | — | 0.45% | ₹1,541Cr |
| 9 | Nippon India Nifty Smallcap 250 Index Fund Nippon India | ★★★★☆ | +10.2% | +16.6% | +16.2% | 0.42% | ₹3,050Cr |
| 10 | HDFC NIFTY50 Equal Weight Index Fund HDFC | ★★★★☆ | +5.7% | +13.9% | +13.0% | 0.46% | ₹1,734Cr |
| 11 | BANDHAN Nifty100 Low Volatility 30 Index Fund Bandhan | ★★★☆☆ | -0.4% | +11.3% | — | 0.46% | ₹1,663Cr |
| 12 | Navi Nifty 50 Index Fund Navi | ★★★★☆ | -1.6% | +8.8% | +8.7% | 0.10% | ₹3,926Cr |
| 13 | Kotak Nifty 50 Index Fund Kotak Mahindra | ★★★☆☆ | -1.6% | +8.7% | +8.6% | 0.13% | ₹1,109Cr |
| 14 | SBI CRISIL IBX Gilt Index - June 2036 Fund SBI | ★★★☆☆ | +6.3% | +7.8% | — | 0.28% | ₹2,627Cr |
| 15 | SBI CRISIL IBX Gilt Index - April 2029 Fund SBI | ★★★☆☆ | +6.1% | +7.7% | — | 0.21% | ₹1,908Cr |
| 16 | ICICI Prudential Nifty SDL Sep 2027 Index Fund ICICI Prudential | ★★★☆☆ | +6.3% | +7.6% | — | 0.18% | ₹1,492Cr |
| 17 | SBI CRISIL IBX SDL Index - September 2027 Fund SBI | ★★★☆☆ | +6.2% | +7.6% | — | 0.25% | ₹1,462Cr |
| 18 | DSP Nifty SDL Plus G-Sec Jun 2028 30:70 Index Fund DSP | ★★★☆☆ | +6.0% | +7.6% | — | 0.16% | ₹1,668Cr |
| 19 | Axis CRISIL IBX SDL May 2027 Index Fund Axis | ★★★☆☆ | +6.3% | +7.6% | — | 0.15% | ₹1,987Cr |
| 20 | Kotak Nifty SDL Apr 2032 Top 12 Equal Weight Index Fund Kotak Mahindra | ★★★☆☆ | +5.6% | +7.5% | — | 0.20% | ₹3,305Cr |
NAV data as of 29 Aug 2026. Direct plans only, one row per fund (Growth option preferred where a scheme has both). ETFs are excluded — they list no Direct plan and need a demat account. Returns are CAGR for periods ≥1 year, computed from AMFI NAV history. Ratings are WealthTicker’s own, ranked within sub-category peers — not a SEBI or agency rating. See our methodology for every formula. This is a screen over public data, not investment advice.