| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,018 | -1.64% | |
| 3 years | ₹1,80,000 | ₹2,01,620 | +12.01% | |
| 5 years | ₹3,00,000 | ₹4,17,456 | +39.15% | |
| 10 years | ₹6,00,000 | ₹12,91,383 | +115.23% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Federal Bank Ltd. | Financial | Equity | 2.45% |
| Mphasis Ltd. | Technology | Equity | 2.17% |
| Biocon Ltd. | Healthcare | Equity | 2.15% |
| IDFC First Bank Ltd. | Financial | Equity | 2.12% |
| Balkrishna Industries Ltd. | Automobile | Equity | 2.10% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.04% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.91% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.91% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.90% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.89% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.89% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 1.86% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.72% |
| Shree Cement Ltd. | Construction | Equity | 1.67% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.65% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.65% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.58% |
| SRF Ltd. | Chemicals | Equity | 1.52% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.50% |
| Page Industries Ltd. | Textiles | Equity | 1.47% |
| JK Cement Ltd. | Construction | Equity | 1.47% |
| PB Fintech Ltd. | Services | Equity | 1.45% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.44% |
| Coforge Ltd. | Technology | Equity | 1.43% |
| State Bank of India | Financial | Equity | 1.40% |
| Havells India Ltd. | Capital Goods | Equity | 1.40% |
| Max Financial Services Ltd. | Financial | Equity | 1.39% |
| Oberoi Realty Ltd. | Construction | Equity | 1.34% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.34% |
| HDFC Bank Ltd. | Financial | Equity | 1.34% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.30% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.25% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 1.25% |
| Swiggy Ltd. | Services | Equity | 1.22% |
| PNB Housing Finance Ltd. | Financial | Equity | 1.21% |
| HDB Financial Services Ltd. | Financial | Equity | 1.20% |
| Siemens Energy India Ltd. | Energy | Equity | 1.18% |
| Tata Power Company Ltd. | Energy | Equity | 1.18% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 1.16% |
| Tata Communications Ltd. | Communication | Equity | 1.15% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.15% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.11% |
| Godrej Properties Ltd. | Construction | Equity | 1.10% |
| Abbott India Ltd. | Healthcare | Equity | 1.10% |
| Timken India Ltd. | Capital Goods | Equity | 1.10% |
| Emami Ltd. | Consumer Staples | Equity | 1.09% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.06% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 1.03% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.03% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 1.02% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.01% |
| Trent Ltd. | Services | Equity | 1.01% |
| Cummins India Ltd. | Capital Goods | Equity | 0.99% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.99% |
| Astral Ltd. | Chemicals | Equity | 0.98% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.96% |
| PI Industries Ltd. | Chemicals | Equity | 0.95% |
| Coromandel International Ltd. | Chemicals | Equity | 0.95% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.93% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.93% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.92% |
| Angel One Ltd. | Financial | Equity | 0.91% |
| Indus Towers Ltd. | Communication | Equity | 0.88% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.88% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.84% |
| The Ramco Cements Ltd. | Construction | Equity | 0.83% |
| ITC Hotels Ltd. | Services | Equity | 0.80% |
| Indusind Bank Ltd. | Financial | Equity | 0.79% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.78% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.68% |
| Thermax Ltd. | Capital Goods | Equity | 0.67% |
| Persistent Systems Ltd. | Technology | Equity | 0.66% |
| Container Corporation Of India Ltd. | Services | Equity | 0.64% |
| 360 One Wam Ltd. | Financial | Equity | 0.54% |
| City Union Bank Ltd. | Financial | Equity | 0.52% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.49% |
| L&T Finance Ltd. | Financial | Equity | 0.49% |
| Reserve Bank of India | Financial | T-Bills | 0.21% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +19.3% | +16.3% | +14.5% | +18.8% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 26 | 17 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Growth | +12.17% | +25.27% | 5,293.04 | |
Edelweiss Mid Cap Fund Growth | +7.95% | +24.29% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Growth | +9.18% | +24.27% | 45,820.33 | |
Sundaram Mid Cap Fund Growth | +7.33% | +23.08% | 13,378.01 | |
HDFC Mid Cap Fund Growth | +6.55% | +22.76% | 94,744.72 | |
| Compare | ||||