Falls less than it rises
Captures over 95% of the market's gains but under 85% of its falls.
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
20Mirae Asset S&P 500 Top 50 ETF Fund of Fund leads this screen at +46.49% 3Y CAGR, ahead of HDFC Pharma and Healthcare Fund at +29.81%.
74 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 | ★★★★★ | +48.2% | +46.5% | +29.8% | 0.04% | — |
| 2 | HDFC Pharma and Healthcare Fund HDFC | ★★★★★ | +25.6% | +29.8% | — | 1.03% | ₹2,282Cr |
| 3 | ITI Small Cap Fund ITI | ★★★★☆ | +18.8% | +23.2% | +17.8% | 0.84% | ₹2,977Cr |
| 4 | Bandhan Small Cap Fund Bandhan | ★★★★★ | +10.2% | +23.1% | +18.8% | 0.61% | ₹26,012Cr |
| 5 | SBI Healthcare Opportunities Fund SBI | ★★★★★ | +18.8% | +22.9% | +17.3% | 1.01% | ₹4,319Cr |
| 6 | UTI - Healthcare Fund UTI | ★★★★☆ | +15.5% | +22.9% | +14.9% | 1.34% | ₹1,181Cr |
| 7 | Quant Multi Asset Allocation Fund quant | ★★★★☆ | +13.2% | +22.4% | +18.7% | 1.13% | ₹5,474Cr |
| 8 | Mirae Asset Healthcare Fund Mirae Asset | ★★★★★ | +18.7% | +22.2% | +14.8% | 0.62% | ₹3,017Cr |
| 9 | Bank of India Small Cap Fund Bank of India | ★★★★☆ | +29.5% | +21.9% | +19.9% | 0.78% | ₹2,235Cr |
| 10 | ICICI Prudential Healthcare Fund ICICI Prudential | ★★★★★ | +6.6% | +21.6% | +15.3% | 1.32% | — |
| 11 | Invesco India Small Cap Fund Invesco | ★★★★★ | +13.7% | +21.5% | +18.9% | 0.64% | — |
| 12 | LIC MF Healthcare FundSmall fund LIC | ★★★★★ | +13.4% | +21.4% | — | 1.38% | ₹86.65Cr |
| 13 | SBI Children's Fund - Investment SBI | ★★★★★ | +13.9% | +20.7% | +19.4% | 1.08% | ₹6,212Cr |
| 14 | DSP Healthcare Fund DSP | ★★★★★ | +15.6% | +20.7% | +15.2% | 0.75% | ₹3,218Cr |
| 15 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | ★★★★★ | +10.6% | +20.6% | — | 0.93% | ₹5,514Cr |
| 16 | Aditya Birla Sun Life Pharma and Healthcare Fund Aditya Birla Sun Life | ★★★★★ | +16.4% | +20.5% | +13.5% | 1.05% | ₹920.03Cr |
| 17 | ICICI Prudential Nifty Pharma Index Fund ICICI Prudential | ★★★★★ | +20.1% | +20.3% | — | 0.51% | ₹121.63Cr |
| 18 | quant BFSI Fund quant | ★★★★☆ | +10.4% | +20.3% | — | 2.00% | ₹767.76Cr |
| 19 | Kotak Pioneer Fund Kotak Mahindra | ★★★★★ | +9.1% | +19.8% | +15.3% | 0.63% | ₹3,552Cr |
| 20 | Franklin India Opportunities Fund Franklin Templeton | ★★★★☆ | +2.2% | +19.6% | +17.7% | 0.87% | ₹8,624Cr |
NAV data as of 05 Oct 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.