| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,766 | -3.72% | |
| 3 years | ₹1,80,000 | ₹2,01,888 | +12.16% | |
| 5 years | ₹3,00,000 | ₹4,20,355 | +40.12% | |
| 10 years | ₹6,00,000 | ₹13,34,395 | +122.40% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| The Federal Bank Ltd. | Financial | Equity | 2.64% |
| Biocon Ltd. | Healthcare | Equity | 2.39% |
| Mphasis Ltd. | Technology | Equity | 2.17% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.16% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.13% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.03% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.95% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.93% |
| Tata Steel Ltd. | Metals & Mining | Equity | 1.91% |
| Mankind Pharma Ltd. | Healthcare | Equity | 1.89% |
| IDFC First Bank Ltd. | Financial | Equity | 1.86% |
| Max Financial Services Ltd. | Financial | Equity | 1.72% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.69% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.67% |
| SRF Ltd. | Chemicals | Equity | 1.64% |
| JK Cement Ltd. | Construction | Equity | 1.57% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.56% |
| Shree Cement Ltd. | Construction | Equity | 1.56% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.53% |
| Kalyan Jewellers India Ltd. | Consumer Discretionary | Equity | 1.51% |
| Coforge Ltd. | Technology | Equity | 1.48% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.48% |
| State Bank of India | Financial | Equity | 1.42% |
| Havells India Ltd. | Capital Goods | Equity | 1.42% |
| Page Industries Ltd. | Textiles | Equity | 1.41% |
| HDFC Bank Ltd. | Financial | Equity | 1.41% |
| PB Fintech Ltd. | Services | Equity | 1.38% |
| Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 1.31% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.30% |
| Oberoi Realty Ltd. | Construction | Equity | 1.27% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.26% |
| Abbott India Ltd. | Healthcare | Equity | 1.24% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.24% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.21% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.20% |
| Persistent Systems Ltd. | Technology | Equity | 1.20% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.17% |
| Timken India Ltd. | Capital Goods | Equity | 1.15% |
| Emmvee Photovoltaic Power Ltd. | Energy | Equity | 1.15% |
| Astral Ltd. | Chemicals | Equity | 1.14% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.12% |
| Tata Power Company Ltd. | Energy | Equity | 1.11% |
| Cummins India Ltd. | Capital Goods | Equity | 1.10% |
| Tata Communications Ltd. | Communication | Equity | 1.09% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.09% |
| Swiggy Ltd. | Services | Equity | 1.09% |
| Emami Ltd. | Consumer Staples | Equity | 1.07% |
| Siemens Energy India Ltd. | Energy | Equity | 1.03% |
| Coromandel International Ltd. | Chemicals | Equity | 1.01% |
| Indus Towers Ltd. | Communication | Equity | 1.00% |
| Godrej Properties Ltd. | Construction | Equity | 0.98% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.97% |
| PNB Housing Finance Ltd. | Financial | Equity | 0.97% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.96% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.95% |
| HDB Financial Services Ltd. | Financial | Equity | 0.94% |
| PI Industries Ltd. | Chemicals | Equity | 0.94% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.91% |
| The Ramco Cements Ltd. | Construction | Equity | 0.90% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 0.90% |
| Trent Ltd. | Services | Equity | 0.89% |
| Motherson Sumi Wiring India Ltd. | Automobile | Equity | 0.89% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | Equity | 0.89% |
| ITC Hotels Ltd. | Services | Equity | 0.76% |
| Vishal Mega Mart Ltd. | Services | Equity | 0.75% |
| Exide Industries Ltd. | Capital Goods | Equity | 0.74% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.73% |
| Indusind Bank Ltd. | Financial | Equity | 0.72% |
| The Indian Hotels Company Ltd. | Services | Equity | 0.68% |
| L&T Finance Ltd. | Financial | Equity | 0.66% |
| Container Corporation Of India Ltd. | Services | Equity | 0.59% |
| Marico Ltd. | Consumer Staples | Equity | 0.57% |
| City Union Bank Ltd. | Financial | Equity | 0.52% |
| Devyani International Ltd. | Services | Equity | 0.45% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.42% |
| Angel One Ltd. | Financial | Equity | 0.42% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.40% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 0.36% |
| Reserve Bank of India | Financial | T-Bills | 0.23% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +20.9% | +16.9% | +15.5% | +17.7% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 29 | 23 | 15 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +20.93% | +26.94% | 4,490.64 | |
Edelweiss Mid Cap Direct Plan Growth | +15.68% | +26.13% | 13,553.62 | |
Nippon India Growth Mid Cap Fund Direct Growth | +16.06% | +25.76% | 39,676.13 | |
Sundaram Mid Cap Fund Direct Growth | +14.92% | +24.54% | 11,898.19 | |
HDFC Mid Cap Fund Direct Growth | +16.31% | +24.44% | 85,357.92 | |
| Compare | ||||