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Top 5-year equity

Equity funds that returned over 20% annualised across five years.

Funds matching
38
Best 5Y CAGR
+25.58%
Ranked by
5Y CAGR

What this screen looks for

  • Category is equity
  • 5Y CAGR above 20%
  • Plan is Direct
category = equity AND 5y cagr > 20% AND plan = Direct

Top matches by 5Y CAGR

20

38 funds match this screen; the 20 best by 5Y CAGR are shown. Open a fund for NAV history, rolling returns, risk metrics and peer rank.

1SBI PSU Fund
SBI
★★★☆☆+10.5%+24.2%+25.6%0.86%₹6,480Cr
2Aditya Birla Sun Life PSU Equity Fund
Aditya Birla Sun Life
★★★★☆+13.7%+24.2%+25.5%0.71%₹5,925Cr
3LIC MF Infrastructure Fund
LIC
★★★☆☆+15.2%+26.7%+24.2%1.34%₹1,062Cr
4ICICI Prudential Infrastructure Fund
ICICI Prudential
★★★★☆+5.4%+20.3%+24.2%1.30%₹8,283Cr
5Motilal Oswal Midcap Fund
Motilal Oswal
★★★☆☆+1.9%+22.6%+24.0%0.93%₹36,069Cr
6DSP India T.I.G.E.R. Fund
DSP
★★★★☆+17.1%+22.8%+23.6%1.06%₹5,855Cr
7Invesco India PSU Equity Fund
Invesco
★★★☆☆+7.3%+23.4%+23.5%1.25%₹1,490Cr
8Nippon India Power & Infra Fund
Nippon India
★★★☆☆+13.1%+22.4%+23.5%1.13%₹8,042Cr
9Nippon India Power & Infra Fund
Nippon India
★★★☆☆+13.1%+22.4%+23.5%1.13%₹8,042Cr
10Bank of India Manufacturing & Infrastructure Fund
Bank of India
★★★★☆+22.0%+25.1%+22.8%1.03%₹893.08Cr
11UTI - Transportation and Logistics Fund
UTI
★★★☆☆+10.9%+21.7%+22.8%0.87%₹3,845Cr
12Canara Robeco Infrastructure
Canara Robeco
★★★☆☆+6.6%+22.4%+22.0%1.11%₹976.25Cr
13Invesco India Midcap Fund
Invesco
★★★★☆+10.0%+26.2%+21.9%0.77%₹12,160Cr
14Bank of India Small Cap Fund
Bank of India
★★★★☆+27.9%+24.4%+21.9%0.73%₹2,235Cr
15Invesco India Smallcap Fund
Invesco
★★★★★+15.9%+25.1%+21.8%0.64%₹11,496Cr
16Invesco India Infrastructure Fund
Invesco
★★★☆☆+8.7%+23.1%+21.7%1.19%₹1,459Cr
17ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative
ICICI Prudential
★★★★☆+13.8%+23.0%+21.5%1.21%₹6,603Cr
18HDFC Infrastructure Fund
HDFC
★★☆☆☆-0.9%+16.8%+21.5%1.34%₹2,384Cr
19HDFC Mid Cap Fund
HDFC
★★★★☆+10.0%+20.3%+21.4%0.75%₹96,040Cr
20Franklin Build India Fund
Franklin Templeton
★★★★☆+2.2%+19.6%+21.3%1.13%₹3,170Cr

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.

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