Good afternoon :)
Screen Results
Mutual Funds
All Screens
New Screen
All Screens
Edit Filters
3 filters applied
MF Universe
Reset
Category
Reset
Commodity  (2)
Debt  (20)
Equity  (23/26)
Hybrid  (11)
Other  (7)
Plan
1 selected
Reset

1 selected

AUM (Cr)
5000.00 to 133309.00
Reset

5000.00 to 133309.00

Base Exp. Ratio (%)
Remove
PE Ratio
Remove
Cat. PE Ratio
Remove
Absolute Ret. - 3M (%)
Remove
Absolute Ret. - 6M (%)
Remove
Absolute Ret. - 1Y (%)
Remove
CAGR 3Y (%)
Remove
CAGR 5Y (%)
Remove
CAGR 10Y (%)
Remove
% Largecap Holding (%)
Remove
% Midcap Holding (%)
Remove
% Smallcap Holding (%)
Remove
Alpha (%)
Remove
Sharpe Ratio
Remove
Sortino Ratio
Remove
Volatility (%)
Remove
Tracking Error (%)
Remove
3 filters applied
MF Universe
Category

24 sub-categories selected

Plan
1 selected
Reset
Plan

1 selected

AUM (Cr)
5000.00 to 133309.00
Reset
AUM (Cr)

5000.00 to 133309.00

Base Exp. Ratio (%)
Remove
Base Exp. Ratio (%)
PE Ratio
Remove
PE Ratio
Cat. PE Ratio
Remove
Cat. PE Ratio
Absolute Ret. - 3M (%)
Remove
Absolute Ret. - 3M (%)
Absolute Ret. - 6M (%)
Remove
Absolute Ret. - 6M (%)
Absolute Ret. - 1Y (%)
Remove
Absolute Ret. - 1Y (%)
CAGR 3Y (%)
Remove
CAGR 3Y (%)
CAGR 5Y (%)
Remove
CAGR 5Y (%)
CAGR 10Y (%)
Remove
CAGR 10Y (%)
% Largecap Holding (%)
Remove
% Largecap Holding (%)
% Midcap Holding (%)
Remove
% Midcap Holding (%)
% Smallcap Holding (%)
Remove
% Smallcap Holding (%)
Alpha (%)
Remove
Alpha (%)
Sharpe Ratio
Remove
Sharpe Ratio
Sortino Ratio
Remove
Sortino Ratio
Volatility (%)
Remove
Volatility (%)
Tracking Error (%)
Remove
Tracking Error (%)
MF Universe
Reset

Long Term Compounders

Funds with a long history of outperformance & a large cap bias

Created by

@michrodr9626michrodr9626

Showing 1 - 20 of 183 results

last updated at 11:00 PM IST 
NameMFs (183)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓Base Exp. RatioBase Exp. Ratio↓↓PE RatioPE Ratio↓↓Category PE RatioCat. PE Ratio↓↓Absolute Returns - 3MAbsolute Ret. - 3M↓↓Absolute Returns - 6MAbsolute Ret. - 6M↓↓Absolute Returns - 1YAbsolute Ret. - 1Y↓↓CAGR 3YCAGR 3Y↓↓CAGR 5YCAGR 5Y↓↓CAGR 10YCAGR 10Y↓↓% Largecap Holding% Largecap Holding↓↓% Midcap Holding% Midcap Holding↓↓% Smallcap Holding% Smallcap Holding↓↓AlphaAlpha↓↓Sharpe RatioSharpe Ratio↓↓Sortino RatioSortino Ratio↓↓VolatilityVolatility↓↓Tracking ErrorTracking Error↓
1.Quant Small Cap Fund
Quant Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
35,557.21
35,557.21
0.62
0.62
31.37
31.37
34.61
34.61
4.47
4.47
29.21
29.21
13.21
13.21
18.57
18.57
19.58
19.58
20.97
20.97
13.35
13.35
19.54
19.54
56.09
56.09
3.96
3.96
0.65
0.65
0.07
0.07
15.54
15.54
5.33
5.33
2.Nippon India Small Cap Fund
Nippon India Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
82,580.31
82,580.31
0.51
0.51
30.08
30.08
34.61
34.61
1.88
1.88
22.21
22.21
8.68
8.68
16.03
16.03
19.06
19.06
20.94
20.94
13.20
13.20
15.83
15.83
68.24
68.24
2.27
2.27
0.36
0.36
0.04
0.04
15.19
15.19
4.07
4.07
3.Quant ELSS Tax Saver Fund
Quant ELSS Tax Saver Fund
Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme (ELSS)
Growth
Growth
13,457.65
13,457.65
0.67
0.67
30.87
30.87
26.98
26.98
0.77
0.77
17.81
17.81
7.99
7.99
15.20
15.20
15.29
15.29
19.80
19.80
73.97
73.97
12.88
12.88
5.64
5.64
4.92
4.92
0.34
0.34
0.04
0.04
15.54
15.54
6.22
6.22
4.Invesco India Midcap Fund
Invesco India Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
15,905.31
15,905.31
0.47
0.47
56.94
56.94
38.29
38.29
3.20
3.20
22.47
22.47
9.88
9.88
24.56
24.56
19.95
19.95
19.63
19.63
15.08
15.08
71.43
71.43
11.60
11.60
8.00
8.00
0.40
0.40
0.04
0.04
17.07
17.07
8.71
8.71
5.Axis Small Cap Fund
Axis Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
31,448.32
31,448.32
0.55
0.55
33.48
33.48
34.61
34.61
5.16
5.16
23.32
23.32
9.81
9.81
16.28
16.28
16.21
16.21
19.51
19.51
6.08
6.08
15.64
15.64
69.80
69.80
0.99
0.99
0.43
0.43
0.04
0.04
14.76
14.76
4.09
4.09
6.Quant Flexi Cap Fund
Quant Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
7,363.92
7,363.92
0.57
0.57
36.42
36.42
28.81
28.81
-1.73
-1.73
18.70
18.70
8.14
8.14
16.03
16.03
14.59
14.59
19.05
19.05
69.08
69.08
19.90
19.90
4.81
4.81
5.04
5.04
0.35
0.35
0.04
0.04
16.03
16.03
7.12
7.12
7.Edelweiss Mid Cap Fund
Edelweiss Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
19,891.00
19,891.00
0.41
0.41
32.96
32.96
38.29
38.29
0.28
0.28
14.03
14.03
6.89
6.89
21.49
21.49
18.66
18.66
18.92
18.92
17.38
17.38
63.64
63.64
12.57
12.57
1.46
1.46
0.25
0.25
0.02
0.02
15.07
15.07
2.81
2.81
8.HSBC Small Cap Fund
HSBC Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
19,076.35
19,076.35
0.56
0.56
37.20
37.20
34.61
34.61
5.03
5.03
32.25
32.25
12.28
12.28
15.53
15.53
17.93
17.93
18.75
18.75
3.55
3.55
29.75
29.75
65.64
65.64
3.73
3.73
0.54
0.54
0.06
0.06
17.54
17.54
4.32
4.32
9.SBI Small Cap Fund
SBI Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
42,630.89
42,630.89
0.60
0.60
36.89
36.89
34.61
34.61
4.66
4.66
22.35
22.35
6.69
6.69
12.20
12.20
14.40
14.40
18.69
18.69
0.91
0.91
13.09
13.09
74.25
74.25
0.67
0.67
0.21
0.21
0.02
0.02
14.17
14.17
6.09
6.09
10.Nippon India Growth Mid Cap Fund
Nippon India Growth Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
52,270.55
52,270.55
0.57
0.57
30.46
30.46
38.29
38.29
-0.95
-0.95
12.98
12.98
6.87
6.87
18.58
18.58
17.94
17.94
18.09
18.09
23.80
23.80
61.28
61.28
13.63
13.63
1.48
1.48
0.23
0.23
0.02
0.02
15.62
15.62
2.84
2.84
11.Quant Mid Cap Fund
Quant Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
8,055.58
8,055.58
0.66
0.66
32.16
32.16
38.29
38.29
-2.60
-2.60
13.72
13.72
3.75
3.75
11.23
11.23
15.57
15.57
18.05
18.05
16.57
16.57
67.03
67.03
13.15
13.15
0.10
0.10
0.02
0.02
0.00
0.00
13.88
13.88
6.86
6.86
12.Quant Multi Cap Fund
Quant Multi Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
7,724.57
7,724.57
0.61
0.61
25.98
25.98
31.32
31.32
0.70
0.70
19.89
19.89
4.92
4.92
10.60
10.60
11.75
11.75
17.80
17.80
39.50
39.50
26.18
26.18
28.45
28.45
2.73
2.73
0.15
0.15
0.02
0.02
14.91
14.91
5.73
5.73
13.Kotak Mid Cap Fund
Kotak Mid Cap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
71,256.26
71,256.26
0.33
0.33
31.82
31.82
38.29
38.29
-0.74
-0.74
14.98
14.98
4.45
4.45
17.98
17.98
16.78
16.78
17.78
17.78
18.01
18.01
62.48
62.48
16.00
16.00
0.57
0.57
0.10
0.10
0.01
0.01
15.83
15.83
3.68
3.68
14.Axis Midcap Fund
Axis Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
35,425.07
35,425.07
0.51
0.51
46.56
46.56
38.29
38.29
1.71
1.71
15.94
15.94
6.87
6.87
17.19
17.19
13.14
13.14
17.71
17.71
25.40
25.40
62.70
62.70
4.29
4.29
4.73
4.73
0.25
0.25
0.03
0.03
14.31
14.31
7.49
7.49
15.HSBC Midcap Fund
HSBC Midcap Fund
Mid Cap Fund
Mid Cap Fund
Growth
Growth
17,188.24
17,188.24
0.53
0.53
49.06
49.06
38.29
38.29
2.52
2.52
27.12
27.12
19.76
19.76
24.91
24.91
18.94
18.94
17.70
17.70
16.54
16.54
61.92
61.92
20.78
20.78
6.23
6.23
0.95
0.95
0.10
0.10
16.61
16.61
6.66
6.66
16.DSP India T.I.G.E.R Fund
DSP India T.I.G.E.R Fund
Sectoral Fund - Infrastructure
Sectoral Fund - Infrastructure
Growth
Growth
6,467.31
6,467.31
0.73
0.73
27.57
27.57
27.22
27.22
-2.02
-2.02
17.71
17.71
14.32
14.32
21.02
21.02
21.68
21.68
17.58
17.58
50.14
50.14
10.33
10.33
25.15
25.15
8.20
8.20
0.73
0.73
0.08
0.08
14.29
14.29
8.42
8.42
17.Nippon India Power & Infra Fund
Nippon India Power & Infra Fund
Sectoral Fund - Energy & Power
Sectoral Fund - Energy & Power
Growth
Growth
8,136.78
8,136.78
0.80
0.80
23.17
23.17
17.38
17.38
-3.55
-3.55
12.58
12.58
7.71
7.71
19.11
19.11
20.84
20.84
17.58
17.58
46.76
46.76
20.43
20.43
31.32
31.32
3.98
3.98
0.28
0.28
0.03
0.03
16.13
16.13
6.71
6.71
18.ICICI Pru Infrastructure Fund
ICICI Pru Infrastructure Fund
Sectoral Fund - Infrastructure
Sectoral Fund - Infrastructure
Growth
Growth
8,558.09
8,558.09
0.99
0.99
24.31
24.31
27.22
27.22
-3.37
-3.37
10.66
10.66
2.27
2.27
17.96
17.96
21.39
21.39
17.55
17.55
41.19
41.19
14.85
14.85
39.59
39.59
4.19
4.19
-0.08
-0.08
-0.01
-0.01
15.21
15.21
7.55
7.55
19.Tata Digital India Fund
Tata Digital India Fund
Sectoral Fund - Technology
Sectoral Fund - Technology
Growth
Growth
10,214.39
10,214.39
0.49
0.49
27.33
27.33
32.70
32.70
4.60
4.60
7.04
7.04
-12.62
-12.62
4.50
4.50
2.68
2.68
17.50
17.50
61.03
61.03
16.54
16.54
19.22
19.22
-0.28
-0.28
-0.88
-0.88
-0.09
-0.09
18.64
18.64
9.88
9.88
20.HDFC Small Cap Fund
HDFC Small Cap Fund
Small Cap Fund
Small Cap Fund
Growth
Growth
41,890.86
41,890.86
0.61
0.61
21.78
21.78
34.61
34.61
0.57
0.57
14.18
14.18
-2.59
-2.59
11.34
11.34
14.93
14.93
17.45
17.45
5.43
5.43
11.08
11.08
73.19
73.19
1.98
1.98
-0.39
-0.39
-0.04
-0.04
15.04
15.04
8.74
8.74