Low-beta defensive
Equity funds that move less than the market (β < 0.85) yet beat 12% over 3Y.
What this screen looks for
- Beta below 0.85
- Category is equity
- 3Y CAGR above 12%
- Plan is Direct
beta < 0.85 AND category = equity AND 3y cagr > 12% AND plan = DirectTop matches by 3Y CAGR
20HDFC Pharma and Healthcare Fund leads this screen at +29.81% 3Y CAGR, ahead of Franklin Asian Equity Fund at +25.00%.
39 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 | HDFC Pharma and Healthcare Fund HDFC | ★★★★★ | +25.6% | +29.8% | — | 1.03% | ₹2,282Cr |
| 2 | Franklin Asian Equity Fund Franklin Templeton | ★★★☆☆ | +32.5% | +25.0% | +9.8% | 1.21% | ₹720.84Cr |
| 3 | SBI Healthcare Opportunities Fund SBI | ★★★★★ | +18.8% | +22.9% | +17.3% | 1.01% | ₹4,319Cr |
| 4 | UTI - Healthcare Fund UTI | ★★★★☆ | +15.5% | +22.9% | +14.9% | 1.34% | ₹1,181Cr |
| 5 | Mirae Asset Healthcare Fund Mirae Asset | ★★★★★ | +18.7% | +22.2% | +14.8% | 0.62% | ₹3,017Cr |
| 6 | ICICI Prudential Healthcare Fund ICICI Prudential | ★★★★★ | +6.6% | +21.6% | +15.3% | 1.32% | — |
| 7 | LIC MF Healthcare FundSmall fund LIC | ★★★★★ | +13.4% | +21.4% | — | 1.38% | ₹86.65Cr |
| 8 | DSP Healthcare Fund DSP | ★★★★★ | +15.6% | +20.7% | +15.2% | 0.75% | ₹3,218Cr |
| 9 | Aditya Birla Sun Life Pharma and Healthcare Fund Aditya Birla Sun Life | ★★★★★ | +16.4% | +20.5% | +13.5% | 1.05% | ₹920.03Cr |
| 10 | ITI Pharma and Healthcare Fund ITI | ★★★★★ | +11.3% | +19.2% | — | 0.89% | ₹233.89Cr |
| 11 | Tata India Pharma & Healthcare Fund Tata | ★★★★☆ | +7.0% | +18.8% | +13.6% | 1.09% | — |
| 12 | DSP Natural Resources And New Energy Fund DSP | ★★★★☆ | +12.1% | +18.0% | +15.3% | 1.01% | ₹2,360Cr |
| 13 | Axis Innovation Fund Axis | ★★★☆☆ | +13.3% | +17.8% | +11.5% | 1.35% | ₹1,160Cr |
| 14 | Nippon India Pharma Fund Nippon India | ★★★★☆ | +10.7% | +17.8% | +12.9% | 1.00% | ₹8,513Cr |
| 15 | Bandhan Large & Mid Cap Fund Bandhan | ★★★★★ | +1.4% | +16.7% | +15.6% | 1.15% | — |
| 16 | ICICI Prudential US Bluechip Equity Fund ICICI Prudential | ★★★☆☆ | +13.9% | +16.4% | +12.6% | 1.19% | ₹3,584Cr |
| 17 | Union Small Cap Fund Union | ★☆☆☆☆ | +19.3% | +16.3% | +16.5% | 1.08% | ₹2,027Cr |
| 18 | HDFC Mid Cap Fund HDFC | ★★★★☆ | +3.2% | +15.7% | +17.2% | 0.76% | ₹96,040Cr |
| 19 | Samco Active Momentum Fund Samco | ★★☆☆☆ | +16.3% | +15.6% | — | 2.01% | ₹659.04Cr |
| 20 | DSP Value Fund DSP | ★★★★★ | +3.5% | +15.4% | +12.3% | 1.55% | ₹1,772Cr |
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.