| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,674 | -3.88% | |
| 3 years | ₹1,80,000 | ₹2,33,613 | +29.79% | |
| 5 years | ₹3,00,000 | ₹5,12,986 | +71.00% | |
| 10 years | ₹6,00,000 | ₹15,59,585 | +159.93% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.54% |
| Indian Bank | Financial | Equity | 2.96% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 2.67% |
| PB Fintech Ltd. | Services | Equity | 2.54% |
| The Federal Bank Ltd. | Financial | Equity | 2.52% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 2.48% |
| BSE Ltd. | Services | Equity | 2.43% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.30% |
| Sagility Ltd. | Services | Equity | 2.16% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.06% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 2.03% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.98% |
| Sundaram Finance Ltd. | Financial | Equity | 1.97% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.93% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 1.89% |
| Coromandel International Ltd. | Chemicals | Equity | 1.85% |
| Swiggy Ltd. | Services | Equity | 1.84% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.81% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.78% |
| Abbott India Ltd. | Healthcare | Equity | 1.69% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.68% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.64% |
| Bosch Ltd. | Automobile | Equity | 1.60% |
| Persistent Systems Ltd. | Technology | Equity | 1.59% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.56% |
| IDFC First Bank Ltd. | Financial | Equity | 1.54% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.51% |
| Hero Motocorp Ltd. | Automobile | Equity | 1.46% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.46% |
| Acutaas Chemicals Ltd. | Healthcare | Equity | 1.43% |
| Crisil Ltd. | Services | Equity | 1.41% |
| The India Cements Ltd. | Construction | Equity | 1.40% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.39% |
| One97 Communications Ltd. | Services | Equity | 1.37% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 1.33% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.32% |
| Shree Cement Ltd. | Construction | Equity | 1.30% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.29% |
| Yes Bank Ltd. | Financial | Equity | 1.27% |
| Bharat Forge Ltd. | Automobile | Equity | 1.26% |
| 3M India Ltd. | Consumer Staples | Equity | 1.21% |
| Max Financial Services Ltd. | Financial | Equity | 1.20% |
| Firstsource Solutions Ltd. | Services | Equity | 1.18% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.15% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.15% |
| Vishal Mega Mart Ltd. | Services | Equity | 1.10% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.10% |
| Cummins India Ltd. | Capital Goods | Equity | 1.08% |
| Linde India Ltd. | Chemicals | Equity | 1.05% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.01% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.01% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.98% |
| Inventurus Knowledge Solutions Ltd. | Services | Equity | 0.95% |
| JTEKT India Ltd. | Automobile | Equity | 0.93% |
| MRF Ltd. | Automobile | Equity | 0.93% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.90% |
| Reserve Bank of India | Financial | T-Bills | 0.86% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.85% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.85% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.84% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.78% |
| Pine Labs Ltd. | Financial | Equity | 0.77% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 0.69% |
| Aequs Ltd. | Technology | Equity | 0.68% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.01% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.9% | +20.0% | +19.1% | +19.4% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 22 | 14 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +25.17% | +28.32% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +25.74% | +28.24% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +27.20% | +28.14% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +25.38% | +27.43% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +25.91% | +26.56% | 12,917.24 | |
| Compare | ||||