Risk-adjusted returns · All screens
Falls less than it rises
Captures over 95% of the market's gains but under 85% of its falls.
Funds matching
117
Best 3Y CAGR
+35.45%
Ranked by
3Y CAGR
What this screen looks for
- Down-market capture below 85%
- Up-market capture above 95%
- Plan is Direct
down capture < 85 AND up capture > 95 AND plan = DirectTop matches by 3Y CAGR
20117 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 | Mirae Asset S&P 500 Top 50 ETF Fund of Fund Mirae Asset | ★★★★☆ | +23.9% | +35.4% | — | 0.02% | ₹794.56Cr |
| 2 | BANDHAN Small Cap Fund Bandhan | ★★★★★ | +12.4% | +27.1% | +20.9% | 0.60% | ₹26,012Cr |
| 3 | ITI Small Cap Fund ITI | ★★★★☆ | +21.1% | +27.0% | +20.7% | 0.89% | ₹2,977Cr |
| 4 | Invesco India Smallcap Fund Invesco | ★★★★★ | +15.9% | +25.1% | +21.8% | 0.64% | ₹11,496Cr |
| 5 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | ★★★★★ | +16.6% | +24.6% | — | 0.98% | ₹5,514Cr |
| 6 | SBI Healthcare Opportunities Fund SBI | ★★★★★ | +20.1% | +24.5% | +19.4% | 1.02% | ₹4,319Cr |
| 7 | ICICI Prudential MidCap Fund ICICI Prudential | ★★★☆☆ | +16.7% | +24.4% | +19.5% | 1.11% | ₹7,594Cr |
| 8 | Bank of India Small Cap Fund Bank of India | ★★★★☆ | +27.9% | +24.4% | +21.9% | 0.73% | ₹2,235Cr |
| 9 | UTI - Healthcare Fund UTI | ★★★★☆ | +16.4% | +24.3% | +16.8% | 1.27% | ₹1,181Cr |
| 10 | Edelweiss Mid Cap Fund Edelweiss | ★★★★★ | +9.9% | +23.9% | +20.8% | 0.72% | ₹16,310Cr |
| 11 | quant BFSI Fund quant | ★★★★☆ | +17.0% | +23.8% | — | 1.90% | ₹767.76Cr |
| 12 | Quant Multi Asset Allocation Fund quant | ★★★★☆ | +20.5% | +23.3% | +21.0% | 1.12% | ₹5,474Cr |
| 13 | Franklin India Opportunities Fund Franklin Templeton | ★★★★☆ | +5.9% | +23.2% | +20.2% | 0.92% | ₹8,624Cr |
| 14 | ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan - Cumulative ICICI Prudential | ★★★★★ | +9.0% | +23.2% | +16.9% | 1.32% | ₹6,476Cr |
| 15 | SBI Children's Fund - Investment SBI | ★★★★★ | +19.0% | +22.9% | +22.6% | 1.07% | ₹6,212Cr |
| 16 | Mirae Asset Healthcare Fund Mirae Asset | ★★★★★ | +19.1% | +22.9% | +16.2% | 0.62% | ₹3,017Cr |
| 17 | Mahindra Manulife Small Cap Fund Mahindra Manulife | ★★★☆☆ | +16.9% | +22.5% | — | 0.96% | ₹4,512Cr |
| 18 | DSP Healthcare Fund DSP | ★★★★★ | +16.3% | +22.4% | +16.5% | 0.73% | ₹3,218Cr |
| 19 | LIC MF Healthcare Fund LIC | ★★★★★ | +15.4% | +22.4% | — | 1.42% | ₹86.65Cr |
| 20 | Aditya Birla Sun Life Pharma and Healthcare Fund Aditya Birla Sun Life | ★★★★★ | +16.9% | +22.4% | +15.2% | 1.02% | ₹920.03Cr |
NAV data as of 20 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.