On August 1, the Nifty crossed 25,000 and the Sensex 82,000- mark for the first time. It took the Nifty almost 29 years after it came into being to climb Mt 25k, returning a 13.4 percent compounded annualised growth. Equity mutual funds have been an integral part of this journey and have rewarded long-term investors. Moneycontrol takes a look at the 10 largest equity funds across categories. Most of these schemes are leaders in their respective segments and have grown on solid performance, which attracted more inflows. Schemes from the asset management companies that have a strong distribution network also clocked significant gain. Only actively managed equity-oriented schemes have been considered for the list, leaving out hybrid and debt funds and passively managed funds.
Scheme Name: Parag Parikh Flexi Cap Fund
Inception Date: 28-May-13
Category: Flexi Cap Fund
5-year return (CAGR %): 26.0
10-year return (CAGR %): 18.4
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Scheme Name: HDFC Mid-Cap Opportunities Fund
Inception Date: 25-Jun-07
Category: Mid Cap Fund
5-year return (CAGR %): 30.7
10-year return (CAGR %): 20.7
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Scheme Name: ICICI Prudential Bluechip Fund
Inception Date: 23-May-08
Category: Large Cap Fund
5-year return (CAGR %): 21.6
10-year return (CAGR %): 15.5
Scheme Name: HDFC Flexi Cap Fund
Inception Date: 1-Jan-95
Category: Flexi Cap Fund
5-year return (CAGR %): 23.5
10-year return (CAGR %): 16.1
Scheme Name: Nippon India Small Cap Fund
Inception Date: 16-Sep-10
Category: Small cap Fund
5-year return (CAGR %): 38.1
10-year return (CAGR %): 25.3
Scheme Name: Kotak Flexicap Fund
Inception Date: 11-Sep-09
Category: Flexi Cap Fund
5-year return (CAGR %): 19.8
10-year return (CAGR %): 16.6
Scheme Name: SBI BlueChip Fund
Inception Date: 20-Jan-06
Category: Large Cap Fund
5-year return (CAGR %): 18.9
10-year return (CAGR %): 14.8
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Scheme Name: Kotak Emerging Equity Fund
Inception Date: 30-Mar-07
Category: Mid Cap Fund
5-year return (CAGR %): 29.7
10-year return (CAGR %): 21.5
Scheme Name: ICICI Prudential Value Discovery Fund
Inception Date: 16-Aug-04
Category: Value Fund
5-year return (CAGR %): 26.7
10-year return (CAGR %): 17.4
Scheme Name: Mirae Asset Large Cap Fund
Inception Date: 4-Apr-08
Category: Large Cap Fund
5-year return (CAGR %): 17.6
10-year return (CAGR %): 15.3
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