Doubling in three years: More than half a dozen mutual funds achieved this feat
How long will my investments take to double, is a common question on the lips of many investors. Here is a list of mutual fund schemes that have accomplished the task in a mere three years.
Kolkata: Mutual funds have become the preferred investment instrument of a large section of the investors in the country. Every month people are pouring in more and more money into this sector. In July 2025, India's mutual fund industry witnessed a surge in equity mutual fund inflows, which touched Rs 42,702.35 crore -- a record and a phenomenal 81.04% jump compared to June 2025. The biggest flows were observed in the small-cap, mid-cap, and large & mid-cap fund space.
What can explain this robust investor participation? without a doubt, it's the returns. Reports indicate as many as seven mutual fund schemes have more than doubled investors’ investments over the past three years. The point to note is that these are lumpsum investments. In this time window, 233 schemes were active and they multiplied investments anywhere between 1.06 times and 2.18 times. Let's have a look at these funds:
Bandhan Small Cap Fund: Top performer of the pack. Lumpsum investments rose by 2.18 times, or 218% in the past three years. In other words, it represents a CAGR (compounded annual growth rate) of 29.59%. Rs 1 lakh invested three years ago were valued at Rs 217,640.37 (on August 18, 2025).
Invesco India Midcap Fund: At a CAGR of 28.16%, Invesco India Midcap Fund is the second-ranked performer. A sum of Rs 1 lakh invested three years ago would have been worth Rs 210,519 (on August 18, 2025).
Motilal Oswal Midcap Fund: This fund generated a CAGR of 27.79%. A sum of Rs 1 lakh invested three years ago would have been worth Rs 208,666.17 (on August 18, 2025).
ITI Small Cap Fund: This fund reported a CAGR of 26.88 during this time period. A sum of Rs 1 lakh invested three years ago would have been worth Rs 204,274.05 (on August 18, 2025).
Motilal Oswal Large & Midcap Fund: This fund generated a CARG of 26.62%. A sum of Rs 1 lakh invested three years ago would have been worth Rs 203,001.03 (on August 18, 2025).
Invesco India Smallcap Fund: The fund has reported a CAGR of 26.18% over the past three years. A sum of Rs 1 lakh invested three years ago would have been worth Rs 200,910.4 (on August 18, 2025).
HDFC Mid Cap Fund: This fund has generated a CAGR of 25.94% in the past three years. A sum of Rs 1 lakh invested three years ago would have been worth Rs 199,774.71 (on August 18, 2025). The above information is a reuslt of data crunching by ACE MF.
Highlights of mutual fund investments in July 2025
Equity fund inflow: Rs 42,702.35 crore, a record compared to Rs 23,587.05 crore in June 2025
Small-cap fund inflow: Rs 6,484 crore
Mid-cap funds inflow: Rs 5,182 crore
Large & Mid-cap fund inflow: Rs 5,035 crore
Flexi-cap fund inflow: Rs 7,654.33 crore
Sectoral/thematic fund inflow: Rs 9,426.03 crore
ELSS fund inflow: Rs 368 crore (net outflow)
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