Long-term wealth · All screens
Low-beta defensive
Equity funds that move less than the market (β < 0.85) yet beat 12% over 3Y.
Funds matching
57
Best 3Y CAGR
+24.51%
Ranked by
3Y CAGR
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
2057 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 | SBI Healthcare Opportunities Fund SBI | ★★★★★ | +20.1% | +24.5% | +19.4% | 1.02% | ₹4,319Cr |
| 2 | UTI - Healthcare Fund UTI | ★★★★☆ | +16.4% | +24.3% | +16.8% | 1.27% | ₹1,181Cr |
| 3 | Franklin Asian Equity Fund Franklin Templeton | ★★★☆☆ | +44.9% | +24.2% | +10.5% | 1.61% | ₹720.84Cr |
| 4 | 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 |
| 5 | Mirae Asset Healthcare Fund Mirae Asset | ★★★★★ | +19.1% | +22.9% | +16.2% | 0.62% | ₹3,017Cr |
| 6 | DSP Healthcare Fund DSP | ★★★★★ | +16.3% | +22.4% | +16.5% | 0.73% | ₹3,218Cr |
| 7 | LIC MF Healthcare Fund LIC | ★★★★★ | +15.4% | +22.4% | — | 1.42% | ₹86.65Cr |
| 8 | Aditya Birla Sun Life Pharma and Healthcare Fund Aditya Birla Sun Life | ★★★★★ | +16.9% | +22.4% | +15.2% | 1.02% | ₹920.03Cr |
| 9 | DSP Natural Resources And New Energy Fund DSP | ★★★★☆ | +22.8% | +22.3% | +17.8% | 1.03% | ₹2,360Cr |
| 10 | Tata India Pharma & Healthcare Fund Tata | ★★★★☆ | +9.7% | +20.4% | +15.5% | 1.00% | ₹1,541Cr |
| 11 | HDFC Mid Cap Fund HDFC | ★★★★☆ | +10.0% | +20.3% | +21.4% | 0.75% | ₹96,040Cr |
| 12 | ITI Pharma and Healthcare Fund ITI | ★★★★★ | +12.3% | +20.2% | — | 0.92% | ₹233.89Cr |
| 13 | Union Small Cap Fund Union | ★☆☆☆☆ | +23.3% | +20.0% | +19.2% | 1.12% | ₹2,027Cr |
| 14 | Axis Innovation Fund Axis | ★★★☆☆ | +16.3% | +19.8% | +13.5% | 1.39% | ₹1,160Cr |
| 15 | Baroda BNP Paribas Mid Cap Fund Baroda BNP Paribas | ★★★★☆ | +13.0% | +19.6% | — | 0.77% | ₹2,408Cr |
| 16 | Nippon India Pharma Fund Nippon India | ★★★★☆ | +10.9% | +19.1% | +14.5% | 1.00% | ₹8,513Cr |
| 17 | Nippon India Pharma Fund Nippon India | ★★★★☆ | +10.9% | +19.1% | +14.5% | 1.00% | ₹8,513Cr |
| 18 | Axis Midcap Fund Axis | ★★★☆☆ | +8.3% | +18.8% | +15.1% | 0.86% | ₹32,454Cr |
| 19 | PGIM India Small Cap Fund PGIM India | ★★★☆☆ | +15.2% | +18.7% | +15.6% | 0.94% | ₹1,545Cr |
| 20 | Edelweiss Small Cap Fund Edelweiss | ★★★★★ | +12.0% | +18.3% | +19.6% | 0.65% | ₹6,048Cr |
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.