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Looking for mutual funds that beat their benchmarks in 3 years? Here are top 5 funds

Дата публикации: 29-07-2026 10:06:40

Five mutual funds, led by Invesco India Midcap Fund, outperformed their benchmarks over three years with strong up capture ratios, highlighting superior performance during bullish markets for long-term investors.

Основное содержимое страницы с новостью.

Jul 29, 2026, 03:39:51 PM IST

Outperformance over benchmark in 3 years

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Outperformance over benchmark in 3 years

Are you having an investment horizon of three years and are searching for mutual funds that have outperformed their benchmarks in the same period? Here are the top five funds, according to the data by ACE MF.

ETMarkets.com

What does up capture ratio mean?

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What does up capture ratio mean?

The up capture ratio signifies a fund’s performance when the stock market was bullish. If the ratio is more than 100, it indicates that the fund has managed to outperform its benchmark.

ANI

Invesco India Midcap Fund

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Invesco India Midcap Fund

Invesco India Midcap Fund had an up capture ratio of 169.69 in the last three years. This indicates that the scheme has managed to outperform its benchmarks by 1.69 times in the said time period.

Reuters

Bandhan Small Cap Fund

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Bandhan Small Cap Fund

Bandhan Small Cap Fund had an up capture ratio of 169.28 in the last three years. This indicates that the scheme has managed to outperform its benchmarks by 1.69 times in the said time period.

Agencies

Invesco India Smallcap Fund

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Invesco India Smallcap Fund

Invesco India Smallcap Fund had an up capture ratio of 161.12 in the last three years. This indicates that the scheme has managed to outperform their benchmark by 1.61 times in the said time period.

ETMarkets.com

Mahindra Manulife Small Cap Fund

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Mahindra Manulife Small Cap Fund

Mahindra Manulife Small Cap Fund had an up capture ratio of 155.43 in the last three years. This indicates that the scheme has managed to outperform its benchmarks by 1.55 times in the said time period.

ETMarkets.com

Bank of India Flexi Cap Fund

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Bank of India Flexi Cap Fund

Bank of India Flexi Cap Fund had an up capture ratio of 150.60 in the last three years. This indicates that the scheme has managed to outperform its benchmarks by 1.50 times in the said time period.

ETMarkets.com

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