Long-term wealth · All screens
Since-inception legends
₹5,000 Cr+ funds compounding above 15% a year since launch.
Funds matching
142
Best Since-inception CAGR
+42.95%
Ranked by
Since-inception CAGR
What this screen looks for
- Since-inception CAGR above 15%
- AUM above ₹5,000 Cr
- Plan is Direct
inception > 15 AND aum > 5000 AND plan = DirectTop matches by Since-inception CAGR
20142 funds match this screen; the 20 best by Since-inception CAGR are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | HDFC Defence Fund HDFC | ★★★★☆ | +32.7% | +41.5% | — | 0.89% | ₹9,371Cr |
| 2 | SBI Children's Fund - Investment SBI | ★★★★★ | +19.0% | +22.9% | +22.6% | 1.07% | ₹6,212Cr |
| 3 | ICICI Prudential Silver ETF FOF ICICI Prudential | ★★★★☆ | +108.2% | +47.2% | — | 0.20% | ₹6,532Cr |
| 4 | BANDHAN Small Cap Fund Bandhan | ★★★★★ | +12.4% | +27.1% | +20.9% | 0.60% | ₹26,012Cr |
| 5 | Motilal Oswal Nasdaq 100 Fund of Fund Motilal Oswal | ★★★★☆ | +62.4% | +40.0% | +24.3% | 0.19% | ₹7,878Cr |
| 6 | HSBC Midcap Fund HSBC | ★★★★☆ | +21.4% | +26.4% | — | 1.20% | ₹13,701Cr |
| 7 | Edelweiss Small Cap Fund Edelweiss | ★★★★★ | +12.0% | +18.3% | +19.6% | 0.65% | ₹6,048Cr |
| 8 | SBI Small Cap Fund SBI | ★★★☆☆ | +8.3% | +13.9% | +16.3% | 0.74% | ₹36,876Cr |
| 9 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | ★★★★★ | +16.6% | +24.6% | — | 0.98% | ₹5,514Cr |
| 10 | ICICI Prudential Innovation Fund ICICI Prudential | ★★★★★ | +7.3% | +21.3% | — | 1.18% | ₹7,385Cr |
| 11 | Nippon India Small Cap Fund Nippon India | ★★★☆☆ | +10.6% | +18.0% | +21.1% | 0.69% | ₹73,159Cr |
| 12 | Nippon India Small Cap Fund Nippon India | ★★★☆☆ | +10.6% | +18.0% | +21.1% | 0.69% | ₹73,159Cr |
| 13 | Invesco India Smallcap Fund Invesco | ★★★★★ | +15.9% | +25.1% | +21.8% | 0.64% | ₹11,496Cr |
| 14 | HSBC Multi Cap Fund HSBC | ★★★★★ | +11.2% | +21.0% | — | 0.82% | ₹5,538Cr |
| 15 | Mirae Asset Midcap Fund Mirae Asset | ★★★☆☆ | +12.8% | +18.8% | +17.5% | 0.96% | ₹18,571Cr |
| 16 | Motilal Oswal Small Cap Fund Motilal Oswal | ★★★★★ | +24.4% | — | — | 0.85% | ₹6,359Cr |
| 17 | Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life | ★★★★☆ | +13.7% | +24.2% | +25.5% | 0.71% | ₹5,925Cr |
| 18 | Axis Small Cap Fund Axis | ★★★★☆ | +11.8% | +18.1% | +18.3% | 0.76% | ₹27,535Cr |
| 19 | Canara Robeco Small Cap Fund Canara Robeco | ★★★★☆ | +8.6% | +15.5% | +18.0% | 0.68% | ₹13,291Cr |
| 20 | Motilal Oswal Large and Midcap Fund Motilal Oswal | ★★★★☆ | +12.1% | +24.2% | +20.2% | 0.93% | ₹17,050Cr |
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.