Neutral impactSector
Top 10 mutual funds by AUM: Which schemes are beating their benchmarks on 1-, 3-, and 5-year CAGR returns?
Mint 1 hr ago·2 Oct 2026, 2:04 pm
A recent analysis of the largest mutual funds by assets under management (AUM) reveals that size does not always equate to performance. While these funds manage massive pools of capital, their ability to generate returns relative to their benchmark indices varies significantly over different time horizons.
For investors, this highlights the importance of looking beyond a fund's popularity or scale. A large fund might excel over the long term but underperform in the short term, while a smaller fund could deliver superior absolute returns. This comparison helps retail investors identify which funds are truly adding value to their portfolios over 1, 3, and 5-year periods.
Moving forward, investors should focus on the fund's consistency against its specific benchmark rather than just its AUM. Monitoring how these top funds perform during different market cycles will be key to understanding their long-term potential and suitability for your financial goals.
Excerpt from Mint
The biggest mutual funds by AUM do not necessarily deliver similar performance against their benchmarks. A comparison of their 1-, 3-, and 5-year CAGR shows how different schemes have fared across these periods. Here’s what the numbers reveal for investors. The size of a mutual fund does not necessarily tell you how…Read the original at Mint
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