Most consistent equity funds

68 funds match this screen, ranked on share of 3-year windows beating peers. Which equity funds beat their peers most often, not just recently?

Criteria: Equity funds that beat their category median in at least 75% of rolling 3-year windows.

Nothing else in India screens on this. A single 3-year return is one roll of the dice — it depends heavily on the start date. This counts every 3-year window the fund has lived through and asks how often it came out ahead of its peers. 50% is exactly average by definition, so 75% is a real edge.

Most consistent equity funds, ranked by share of 3-year windows beating peers

#
1Aditya Birla Sun Life PSU Equity Fund-Direct Plan-GrowthPlatinumSectoral/Thematic100%+32.93%-33.8%+24.49%₹5,986 Cr0.71%
2BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTHPlatinumSmall Cap Fund100%+31.41%-24.3%+27.19%₹31,103 Cr0.60%
3Invesco India Focused Fund - Direct Plan - GrowthGoldFocused Fund100%+23.29%-22.0%+23.50%₹6,065 Cr0.70%
4Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct GrowthPlatinumIndex Funds100%+23.26%-21.2%+18.61%₹487 Cr0.44%
5Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Direct GrowthGoldIndex Funds100%+22.71%-36.7%+22.55%₹348 Cr0.58%
6Kotak Multicap Fund-Direct Plan-GrowthGoldMulti Cap Fund100%+24.58%-21.0%+19.60%₹29,274 Cr0.72%
7ICICI Prudential PSU Equity Fund - Direct Plan - GrowthGoldSectoral/Thematic100%+28.33%-23.0%+24.17%₹1,875 Cr1.28%
8WhiteOak Capital Mid Cap Fund Direct Plan GrowthPlatinumMid Cap Fund100%+26.83%-19.3%+24.47%₹6,792 Cr0.98%
9ICICI PRUDENTIAL TRANSPORTATION AND LOGISTICS FUND - Direct Plan - GrowthPlatinumSectoral/Thematic100%+27.29%-23.6%+26.31%₹3,951 Cr1.21%
10BANDHAN TRANSPORTATION AND LOGISTICS FUND - GROWTH - DIRECT PLANPlatinumSectoral/Thematic100%+24.84%-25.0%+23.41%₹738 Cr1.07%
11HSBC Midcap Fund - Direct GrowthPlatinumMid Cap Fund100%+26.17%-26.0%+26.24%₹15,578 Cr1.20%
12HSBC NIFTY NEXT 50 INDEX FUND - Direct GrowthGoldIndex Funds100%+18.90%-26.6%+19.40%₹176 Cr0.41%
13HSBC Multi Cap Fund - Direct - GrowthGoldMulti Cap Fund100%+22.34%-20.1%+21.16%₹6,068 Cr0.82%
14ITI Flexi Cap Fund- Direct Plan- GrowthPlatinumFlexi Cap Fund100%+20.59%-21.4%+20.35%₹1,467 Cr0.94%
15Bank of India Multi Cap Fund Direct Plan - GrowthPlatinumMulti Cap Fund100%+21.27%-20.3%+20.37%₹1,259 Cr1.24%
16Invesco India Flexi Cap Fund - Direct Plan - GrowthGoldFlexi Cap Fund100%+22.30%-19.4%+20.41%₹5,468 Cr0.78%
17Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund-Direct GrowthPlatinumIndex Funds100%+17.14%-18.0%+14.21%₹530 Cr0.41%
18ITI Pharma and Healthcare Fund - Direct Plan - Growth OptionSilverSectoral/Thematic100%+21.55%-17.7%+20.33%₹263 Cr0.92%
19BANK OF INDIA Flexi Cap Fund Direct Plan -GrowthPlatinumFlexi Cap Fund99%+24.80%-23.7%+22.22%₹2,786 Cr0.86%
20Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct GrowthGoldIndex Funds99%+18.35%-26.7%+19.57%₹286 Cr0.47%
21Quant Value Fund - Growth Option - Direct PlanPlatinumValue Fund99%+23.70%-24.0%+22.34%₹1,945 Cr0.92%
22LIC MF Multi Cap Fund-Direct Plan-GrowthGoldMulti Cap Fund99%+20.97%-19.3%+20.29%₹2,130 Cr0.83%
23Axis Multicap Fund - Direct GrowthGoldMulti Cap Fund98%+22.78%-18.1%+21.91%₹10,973 Cr1.10%
24Axis Value Fund - Direct Plan - GrowthGoldValue Fund98%+23.23%-20.2%+20.24%₹1,767 Cr0.99%
25WhiteOak Capital ELSS Tax Saver Fund Direct Plan GrowthGoldELSS98%+21.01%-16.4%+18.63%₹494 Cr0.87%
26Kotak Manufacture in India Fund - Direct Plan GrowthPlatinumSectoral/Thematic98%+22.09%-22.3%+21.60%₹2,951 Cr0.75%
27ICICI Prudential Manufacturing Fund - Direct Plan - Cumulative OptionPlatinumSectoral/Thematic98%+26.09%-37.6%+23.16%₹7,148 Cr1.21%
28ICICI Prudential India Opportunities Fund - Direct Plan - Cumulative OptionSectoral/Thematic97%+26.60%-40.1%+17.20%₹38,299 Cr0.91%
29ITI Mid Cap Fund - Direct Plan - Growth OptionGoldMid Cap Fund97%+25.34%-22.7%+23.35%₹1,480 Cr0.94%
30Invesco India Smallcap Fund - Direct Plan - GrowthGoldSmall Cap Fund97%+28.58%-37.7%+24.89%₹14,475 Cr0.64%
31Motilal Oswal Large and Midcap Fund - Direct Plan GrowthPlatinumLarge & Mid Cap Fund97%+27.32%-37.4%+24.34%₹18,445 Cr0.92%
32quant Quantamental Fund - Growth Option - Direct PlanPlatinumSectoral/Thematic97%+23.58%-23.3%+17.81%₹1,642 Cr1.60%
33ICICI Prudential Business Cycle Fund Direct Plan GrowthGoldSectoral/Thematic96%+23.67%-14.4%+17.31%₹16,123 Cr0.97%
34Mahindra Manulife Focused Fund - Direct Plan -GrowthSilverFocused Fund96%+21.92%-16.5%+16.01%₹2,161 Cr0.82%
35Kotak Pioneer Fund- Direct Plan- Growth OptionGoldSectoral/Thematic95%+22.14%-35.7%+21.83%₹4,023 Cr0.63%
36ICICI Prudential Flexicap Fund - Direct Plan - GrowthPlatinumFlexi Cap Fund95%+20.15%-19.7%+19.19%₹24,100 Cr0.88%
37ITI Small Cap Fund - Direct Plan - Growth OptionGoldSmall Cap Fund95%+26.69%-39.9%+26.86%₹3,454 Cr0.89%
38360 ONE QUANT FUND DIRECT GROWTHSectoral/Thematic94%+24.22%-22.4%+18.13%₹873 Cr1.25%
39WhiteOak Capital Flexi Cap Fund Direct Plan-GrowthGoldFlexi Cap Fund94%+20.23%-15.6%+17.08%₹9,136 Cr0.84%
40HSBC Infrastructure Fund - Direct GrowthSilverSectoral/Thematic93%+22.06%-25.4%+18.54%₹2,362 Cr1.08%
41JM Midcap Fund (Direct) - GrowthGoldMid Cap Fund92%+24.81%-22.5%+21.69%₹1,295 Cr0.98%
42HSBC Value Fund - Direct GrowthGoldValue Fund91%+22.51%-19.6%+18.88%₹14,988 Cr0.90%
43quant Large Cap Fund - Growth Option - Direct PlanGoldLarge Cap Fund91%+16.33%-21.1%+16.26%₹3,591 Cr1.49%
44DSP Healthcare Fund - Direct Plan - GrowthPlatinumSectoral/Thematic90%+22.90%-21.7%+22.23%₹3,639 Cr0.73%
45ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund - Direct Plan - Cumulative OptionGoldSectoral/Thematic89%+25.31%-20.6%+23.47%₹6,803 Cr1.32%
46ICICI Prudential Commodities Fund - Direct Plan - Growth OptionGoldSectoral/Thematic88%+22.76%-41.2%+18.00%₹4,106 Cr1.04%
47Mahindra Manulife Small Cap Fund - Direct Plan - GrowthGoldSmall Cap Fund88%+24.54%-26.0%+22.56%₹5,087 Cr0.96%
48ITI ELSS Tax Saver Fund - Direct Plan - Growth OptionGoldELSS88%+20.81%-38.5%+19.47%₹455 Cr0.90%
49Mirae Asset Healthcare Fund - Direct Plan - GrowthPlatinumSectoral/Thematic85%+23.24%-20.0%+23.25%₹3,442 Cr0.62%
50WhiteOak Capital Large Cap Fund Direct Plan GrowthGoldLarge Cap Fund84%+17.45%-15.3%+15.49%₹1,260 Cr0.94%
51Mahindra Manulife Mid Cap Fund - Direct Plan -GrowthGoldMid Cap Fund83%+25.73%-33.1%+22.42%₹5,186 Cr0.75%
52Sundaram Services Fund Direct Plan - GrowthSilverSectoral/Thematic82%+21.83%-39.6%+16.65%₹5,137 Cr0.84%
53Tata Business Cycle Fund-Direct Plan-GrowthSilverSectoral/Thematic82%+20.17%-20.0%+14.41%₹2,634 Cr0.89%
54Parag Parikh ELSS Tax Saver Fund- Direct GrowthELSS81%+22.57%-29.5%+11.64%₹5,700 Cr0.65%
55Aditya Birla Sun Life Special Opportunities Fund-Direct-GrowthPlatinumSectoral/Thematic81%+19.98%-20.3%+21.10%₹1,263 Cr1.26%
56BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth OptionPlatinumELSS79%+19.66%-17.3%+17.81%₹917 Cr1.31%
57Mahindra Manulife Multi Cap Fund - Direct Plan -GrowthPlatinumMulti Cap Fund78%+22.78%-34.4%+19.49%₹7,184 Cr0.96%
58BANK OF INDIA Small Cap Fund Direct Plan GrowthPlatinumSmall Cap Fund78%+29.78%-32.4%+24.07%₹2,819 Cr0.73%
59HSBC Large & Mid Cap Fund - Direct GrowthPlatinumLarge & Mid Cap Fund78%+21.09%-36.1%+20.18%₹5,479 Cr1.45%
60Kotak Focused Fund- Direct Plan- Growth optionPlatinumFocused Fund78%+18.58%-36.3%+17.37%₹4,457 Cr0.73%
61BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth OptionPlatinumLarge Cap Fund78%+16.60%-18.2%+13.86%₹2,632 Cr0.91%
62Axis Large & Mid Cap Fund - Direct Plan - GrowthGoldLarge & Mid Cap Fund78%+20.94%-31.9%+17.61%₹16,802 Cr0.90%
63HDFC Multi Cap Fund - Growth Option - Direct PlanMulti Cap Fund78%+21.45%-20.2%+14.38%₹20,583 Cr0.93%
64Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth OptionGoldLarge & Mid Cap Fund78%+20.35%-20.6%+16.44%₹1,829 Cr1.16%
65HSBC Focused Fund - Direct GrowthGoldFocused Fund77%+18.68%-21.2%+16.65%₹1,773 Cr1.05%
66Tata Small Cap Fund-Direct Plan-GrowthSmall Cap Fund77%+29.40%-36.6%+13.39%₹12,696 Cr0.50%
67HSBC ELSS Tax saver Fund - Direct GrowthGoldELSS77%+18.91%-19.2%+18.35%₹4,115 Cr1.20%
68Mahindra Manulife Large Cap Fund - Direct Plan -GrowthLarge Cap Fund76%+16.71%-35.3%+11.33%₹711 Cr1.12%

Badges are our own quality tiers — Platinum (top 10%), Gold (25%), Silver (50%), Bronze (75%) — scored within each sub-category, so they compare a fund with its peers and not with funds of a different type. “3Y typical” is the median annualised return across every 3-year holding period the fund has lived through, not a single 3-year figure; “3Y loss odds” is the share of those periods that ended down. “Beat peers” is the share in which it beat its category's median, and “worst fall” is its deepest peak-to-trough drop. Open a fund for the full distribution. Click any column heading to re-sort — including the fund name, which groups a house’s funds together. Funds with no value for a column sort last. Returns over 1 year are annualised (CAGR). Past performance does not indicate future returns. Eligibility: Direct plan, Growth option. Wound-up, suspended and distributing (IDCW/payout) variants are excluded. Distributing funds are matched by NAME as well as by option, because the option field is wrong on around 100 schemes.