Equity mutual fund 1 vs 3 vs 5 years returns race 2026: Which schemes have consistently delivered positive money gains? — SkimNews
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- Bank of India Small Cap Fund delivered a 1-year return of 16.71%, alongside 18.79% annualised returns over three years and 17.87% over five years, maintaining positive performance across all periods.
- DSP Small Cap Fund generated 9.85% in one year, 15.43% annualised over three years, and 15.60% over five years, placing it among the top-performing diversified equity schemes.
- LIC MF Value Fund achieved 9.16%, 15.40%, and 11.21% returns over one, three, and five years respectively, standing out as one of only three non-small-cap funds on the list.
- ITI Small Cap Fund recorded the highest 3-year annualised return of 20.58%, surpassing other diversified equity schemes in that timeframe.
- HSBC Midcap Fund delivered a 3-year annualised return of 20.21%, making it one of the two non-small-cap funds with top-tier multi-period performance.
- Quant Small Cap Fund achieved a 5-year annualised return of 16.51%, ranking second behind Bank of India Small Cap Fund for long-term performance.
Why it matters: With the Nifty 50 down 12.71% over one year, investors seeking resilience across market cycles now have a shortlist of 10 diversified funds—7 of them small-cap—that delivered positive returns in all three periods, offering a rare benchmark-beating track record during volatile conditions.
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