Good morning :)
Screen Results
Mutual Funds
All Screens
New Screen
All Screens
Edit Filters
7 filters applied
MF Universe
Reset
Category
Reset
Commodity  (2)
Debt  (20)
Equity  (23/23)
Hybrid  (8)
Other  (7)
Plan
1 selected
Reset

1 selected

AUM (Cr)
5000.00 to 128967.00
Reset

5000.00 to 128967.00

Sharpe Ratio
0.00 to 11.00
Reset

0.00 to 11.00

Time since inception
60.00 to 444.00
Reset

60.00 to 444.00

CAGR 5Y (%)
12.50 to 152.00
Reset

12.50 to 152.00

% Largecap Holding (%)
40.00 to 101.00
Reset

40.00 to 101.00

CAGR 3Y (%)
Remove
Absolute Ret. - 1Y (%)
Remove
Alpha (%)
Remove
Absolute Ret. - 6M (%)
Remove
Absolute Ret. - 3M (%)
Remove
CAGR 10Y (%)
Remove
NAV
Remove
7 filters applied
MF Universe
Category

24 sub-categories selected

Plan
1 selected
Reset
Plan

1 selected

AUM (Cr)
5000.00 to 128967.00
Reset
AUM (Cr)

5000.00 to 128967.00

Sharpe Ratio
0.00 to 11.00
Reset
Sharpe Ratio

0.00 to 11.00

Time since inception
60.00 to 444.00
Reset
Time since inception

60.00 to 444.00

CAGR 5Y (%)
12.50 to 152.00
Reset
CAGR 5Y (%)

12.50 to 152.00

% Largecap Holding (%)
40.00 to 101.00
Reset
% Largecap Holding (%)

40.00 to 101.00

CAGR 3Y (%)
Remove
CAGR 3Y (%)
Absolute Ret. - 1Y (%)
Remove
Absolute Ret. - 1Y (%)
Alpha (%)
Remove
Alpha (%)
Absolute Ret. - 6M (%)
Remove
Absolute Ret. - 6M (%)
Absolute Ret. - 3M (%)
Remove
Absolute Ret. - 3M (%)
CAGR 10Y (%)
Remove
CAGR 10Y (%)
NAV
Remove
NAV
MF Universe
Reset

Long Term Compounders

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

Created by

@yatin1410yatin1410

Showing 1 - 20 of 27 results

last updated at 11:00 PM IST 
NameMFs (27)↓↓Sub CategorySub Category↓↓PlanPlan↓↓AUMAUM↓↓Sharpe RatioSharpe Ratio↓↓Time since inceptionTime since inception↓↓CAGR 5YCAGR 5Y↓↓% Largecap Holding% Largecap Holding↓↓CAGR 3YCAGR 3Y↓↓Absolute Returns - 1YAbsolute Ret. - 1Y↓↓AlphaAlpha↓↓Absolute Returns - 6MAbsolute Ret. - 6M↓↓Absolute Returns - 3MAbsolute Ret. - 3M↓↓CAGR 10YCAGR 10Y↓↓NAVNAV↓
1.SBI Focused Fund
SBI Focused Fund
Focused Fund
Focused Fund
Growth
Growth
46,623.39
46,623.39
0.52
0.52
162.00
162.00
13.86
13.86
60.61
60.61
17.31
17.31
11.38
11.38
3.90
3.90
0.47
0.47
12.91
12.91
16.02
16.02
433.39
433.39
2.Mirae Asset Large & Midcap Fund
Mirae Asset Large & Midcap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
42,337.71
42,337.71
0.06
0.06
162.00
162.00
13.31
13.31
44.54
44.54
16.13
16.13
5.06
5.06
1.52
1.52
-1.00
-1.00
11.29
11.29
17.95
17.95
175.96
175.96
3.SBI Large & Midcap Fund
SBI Large & Midcap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
39,424.46
39,424.46
0.18
0.18
162.00
162.00
15.53
15.53
41.16
41.16
15.89
15.89
6.91
6.91
1.02
1.02
-0.84
-0.84
10.66
10.66
15.75
15.75
700.76
700.76
4.Kotak Large & Midcap Fund
Kotak Large & Midcap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
30,126.86
30,126.86
0.03
0.03
162.00
162.00
15.81
15.81
53.04
53.04
17.21
17.21
4.47
4.47
1.46
1.46
-0.55
-0.55
8.71
8.71
16.86
16.86
404.14
404.14
5.Aditya Birla SL Flexi Cap Fund
Aditya Birla SL Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
26,032.20
26,032.20
0.17
0.17
162.00
162.00
13.51
13.51
55.15
55.15
17.31
17.31
6.53
6.53
2.69
2.69
-0.64
-0.64
13.12
13.12
15.18
15.18
2,114.21
2,114.21
6.Bandhan Large & Mid Cap Fund
Bandhan Large & Mid Cap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
17,460.93
17,460.93
0.17
0.17
162.00
162.00
18.67
18.67
43.13
43.13
22.47
22.47
6.56
6.56
1.12
1.12
0.11
0.11
11.41
11.41
17.35
17.35
163.93
163.93
7.Motilal Oswal Large & Midcap Fund
Motilal Oswal Large & Midcap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
17,420.43
17,420.43
0.27
0.27
81.00
81.00
21.45
21.45
40.68
40.68
25.24
25.24
8.22
8.22
3.30
3.30
7.26
7.26
20.47
20.47
-
-
39.47
39.47
8.Axis Large & Mid Cap Fund
Axis Large & Mid Cap Fund
Large & Mid Cap Fund
Large & Mid Cap Fund
Growth
Growth
15,878.53
15,878.53
0.19
0.19
93.00
93.00
14.89
14.89
50.31
50.31
16.66
16.66
6.87
6.87
1.08
1.08
2.00
2.00
14.88
14.88
-
-
37.82
37.82
9.ICICI Pru Business Cycle Fund
ICICI Pru Business Cycle Fund
Thematic Fund
Thematic Fund
Growth
Growth
15,797.97
15,797.97
0.00
0.00
66.00
66.00
18.08
18.08
72.84
72.84
19.79
19.79
4.14
4.14
1.89
1.89
-3.19
-3.19
10.60
10.60
-
-
26.40
26.40
10.HSBC Value Fund
HSBC Value Fund
Value Fund
Value Fund
Growth
Growth
14,488.22
14,488.22
0.03
0.03
162.00
162.00
18.95
18.95
46.34
46.34
21.57
21.57
4.73
4.73
2.26
2.26
0.35
0.35
10.19
10.19
17.45
17.45
128.43
128.43
11.Quant ELSS Tax Saver Fund
Quant ELSS Tax Saver Fund
Equity Linked Savings Scheme (ELSS)
Equity Linked Savings Scheme (ELSS)
Growth
Growth
13,070.35
13,070.35
0.53
0.53
162.00
162.00
17.19
17.19
77.19
77.19
18.78
18.78
12.95
12.95
5.36
5.36
6.13
6.13
19.37
19.37
20.79
20.79
452.12
452.12
12.SBI Banking & Financial Services Fund
SBI Banking & Financial Services Fund
Sectoral Fund - Banks & Financial Services
Sectoral Fund - Banks & Financial Services
Growth
Growth
10,374.67
10,374.67
0.09
0.09
137.00
137.00
14.67
14.67
71.34
71.34
18.89
18.89
5.01
5.01
0.53
0.53
-2.29
-2.29
8.92
8.92
16.98
16.98
49.97
49.97
13.ICICI Pru Nifty Next 50 Index Fund
ICICI Pru Nifty Next 50 Index Fund
Index Fund
Index Fund
Growth
Growth
9,242.36
9,242.36
0.23
0.23
162.00
162.00
13.87
13.87
82.76
82.76
19.25
19.25
7.45
7.45
0.82
0.82
4.65
4.65
15.55
15.55
14.35
14.35
66.89
66.89
14.Franklin India Opportunities Fund
Franklin India Opportunities Fund
Thematic Fund
Thematic Fund
Growth
Growth
8,723.81
8,723.81
0.16
0.16
162.00
162.00
20.55
20.55
40.36
40.36
25.60
25.60
6.17
6.17
3.27
3.27
0.22
0.22
15.84
15.84
17.25
17.25
288.69
288.69
15.Nippon India Power & Infra Fund
Nippon India Power & Infra Fund
Sectoral Fund - Energy & Power
Sectoral Fund - Energy & Power
Growth
Growth
7,845.17
7,845.17
0.61
0.61
162.00
162.00
24.47
24.47
52.49
52.49
25.78
25.78
13.95
13.95
3.85
3.85
12.66
12.66
19.54
19.54
19.00
19.00
423.48
423.48
16.HDFC Value Fund
HDFC Value Fund
Value Fund
Value Fund
Growth
Growth
7,313.73
7,313.73
0.06
0.06
162.00
162.00
16.07
16.07
60.07
60.07
18.74
18.74
5.15
5.15
2.34
2.34
0.33
0.33
12.07
12.07
15.50
15.50
867.48
867.48
17.Quant Flexi Cap Fund
Quant Flexi Cap Fund
Flexi Cap Fund
Flexi Cap Fund
Growth
Growth
6,993.58
6,993.58
0.61
0.61
162.00
162.00
17.22
17.22
73.17
73.17
20.22
20.22
14.49
14.49
6.01
6.01
9.60
9.60
23.60
23.60
20.77
20.77
121.81
121.81
18.UTI Nifty Next 50 Index Fund
UTI Nifty Next 50 Index Fund
Index Fund
Index Fund
Growth
Growth
6,818.26
6,818.26
0.24
0.24
97.00
97.00
14.01
14.01
82.77
82.77
19.48
19.48
7.68
7.68
0.91
0.91
4.80
4.80
15.74
15.74
-
-
26.71
26.71
19.Aditya Birla SL Multi-Cap Fund
Aditya Birla SL Multi-Cap Fund
Multi Cap Fund
Multi Cap Fund
Growth
Growth
6,811.17
6,811.17
0.12
0.12
62.00
62.00
15.12
15.12
41.14
41.14
16.48
16.48
5.99
5.99
2.15
2.15
2.40
2.40
16.74
16.74
-
-
21.76
21.76
20.ICICI Pru Manufacturing Fund
ICICI Pru Manufacturing Fund
Thematic Fund
Thematic Fund
Growth
Growth
6,782.22
6,782.22
0.52
0.52
93.00
93.00
21.45
21.45
51.23
51.23
24.42
24.42
12.70
12.70
0.66
0.66
8.34
8.34
14.56
14.56
-
-
41.70
41.70