Since-inception legends
₹5,000 Cr+ funds compounding above 15% a year since launch.
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
20HDFC Defence Fund leads this screen at +39.33% Since-inception CAGR, ahead of SBI Children's Fund - Investment at +31.95%.
90 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 | ★★★★☆ | +22.6% | +36.1% | — | 0.89% | ₹9,371Cr |
| 2 | SBI Children's Fund - Investment SBI | ★★★★★ | +13.9% | +20.7% | +19.4% | 1.08% | ₹6,212Cr |
| 3 | Bandhan Small Cap Fund Bandhan | ★★★★★ | +10.5% | +23.2% | +19.3% | 0.61% | ₹26,012Cr |
| 4 | ICICI Prudential Silver ETF FOF ICICI Prudential | ★★★★☆ | +48.6% | +43.0% | — | 0.20% | ₹6,532Cr |
| 5 | Motilal Oswal Nasdaq 100 Fund of Fund Motilal Oswal | ★★★★☆ | +44.8% | +38.0% | +24.1% | 0.19% | ₹7,878Cr |
| 6 | Edelweiss Small Cap Fund Edelweiss | ★★★★★ | +7.1% | +14.3% | +16.1% | 0.65% | ₹6,048Cr |
| 7 | SBI Small Cap Fund SBI | ★★★☆☆ | +5.5% | +10.8% | +13.2% | 0.80% | ₹36,876Cr |
| 8 | Nippon India Small Cap Fund Nippon India | ★★★☆☆ | +7.9% | +14.3% | +18.1% | 0.69% | ₹73,159Cr |
| 9 | HSBC Midcap Fund HSBC | ★★★★☆ | +15.9% | +21.8% | — | 1.10% | ₹13,701Cr |
| 10 | Axis Small Cap Fund Axis | ★★★★☆ | +9.0% | +14.7% | +15.4% | 0.72% | ₹27,535Cr |
| 11 | Mirae Asset Midcap Fund Mirae Asset | ★★★☆☆ | +4.7% | +13.8% | +14.3% | 0.95% | ₹18,571Cr |
| 12 | Aditya Birla Sun Life PSU Equity Fund Aditya Birla Sun Life | ★★★★☆ | +4.1% | +16.9% | +21.1% | 0.77% | ₹5,925Cr |
| 13 | HSBC Multi Cap Fund HSBC | ★★★★☆ | +6.8% | +16.9% | — | 0.79% | ₹5,538Cr |
| 14 | WhiteOak Capital Mid Cap Fund WhiteOak Capital | ★★★★★ | +10.7% | +20.1% | — | 0.93% | ₹5,514Cr |
| 15 | Motilal Oswal Large and Midcap Fund Motilal Oswal | ★★★★☆ | +5.6% | +20.5% | +18.2% | 0.89% | ₹17,050Cr |
| 16 | Canara Robeco Small Cap Fund Canara Robeco | ★★★☆☆ | +3.7% | +11.3% | +13.9% | 0.71% | ₹13,291Cr |
| 17 | Motilal Oswal Small Cap Fund Motilal Oswal | ★★★★★ | +20.9% | — | — | 0.85% | ₹6,359Cr |
| 18 | DSP Small Cap Fund DSP | ★★★★☆ | +17.3% | +16.9% | +17.3% | 0.81% | ₹18,087Cr |
| 19 | Motilal Oswal Midcap Fund Motilal Oswal | ★★★☆☆ | -1.3% | +17.1% | +19.6% | 0.91% | ₹36,069Cr |
| 20 | ICICI Prudential Innovation Fund ICICI Prudential | ★★★★★ | +1.1% | +17.4% | — | 1.24% | ₹7,385Cr |
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.