| Name | Sector | Instrument | Assets |
|---|---|---|---|
Max Financial Services Ltd. | Financial | Equity | 4.76% |
AU Small Finance Bank Ltd. | Financial | Equity | 4.06% |
The Federal Bank Ltd. | Financial | Equity | 3.58% |
Indian Bank | Financial | Equity | 3.48% |
Balkrishna Industries Ltd. | Automobile | Equity | 3.31% |
Coforge Ltd. | Technology | Equity | 3.23% |
Ipca Laboratories Ltd. | Healthcare | Equity | 2.81% |
Fortis Healthcare Ltd. | Healthcare | Equity | 2.78% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.76% |
Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.67% |
Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.50% |
Apollo Tyres Ltd. | Automobile | Equity | 2.34% |
Persistent Systems Ltd. | Technology | Equity | 2.30% |
Vishal Mega Mart Ltd. | Services | Equity | 2.27% |
Tata Communications Ltd. | Communication | Equity | 2.20% |
Cummins India Ltd. | Capital Goods | Equity | 2.19% |
Marico Ltd. | Consumer Staples | Equity | 2.11% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 1.78% |
Jindal Steel Ltd. | Metals & Mining | Equity | 1.70% |
Union Bank of India | Financial | Equity | 1.61% |
Bosch Ltd. | Automobile | Equity | 1.45% |
Delhivery Ltd. | Services | Equity | 1.40% |
PB Fintech Ltd. | Services | Equity | 1.40% |
AIA Engineering Ltd. | Metals & Mining | Equity | 1.39% |
Dabur India Ltd. | Consumer Staples | Equity | 1.36% |
Mphasis Ltd. | Technology | Equity | 1.35% |
The Indian Hotels Company Ltd. | Services | Equity | 1.24% |
Hexaware Technologies Ltd. | Technology | Equity | 1.22% |
Eternal Ltd. | Services | Equity | 1.17% |
Coromandel International Ltd. | Chemicals | Equity | 1.14% |
Gland Pharma Ltd. | Healthcare | Equity | 1.12% |
Alkem Laboratories Ltd. | Healthcare | Equity | 1.11% |
Indraprastha Gas Ltd. | Energy | Equity | 1.11% |
Star Health and Allied Insurance Company Ltd. | Insurance | Equity | 1.09% |
Redington Ltd. | Services | Equity | 1.08% |
Karur Vysya Bank Ltd. | Financial | Equity | 1.07% |
Bharat Forge Ltd. | Automobile | Equity | 1.00% |
Escorts Kubota Ltd. | Automobile | Equity | 0.98% |
ACC Ltd. | Construction | Equity | 0.95% |
Nippon Life India Asset Management Ltd. | Financial | Equity | 0.94% |
Indusind Bank Ltd. | Financial | Equity | 0.86% |
Godrej Consumer Products Ltd. | Consumer Staples | Equity | 0.84% |
Crompton Greaves Consumer Electricals Ltd. | Consumer Discretionary | Equity | 0.83% |
Dixon Technologies (India) Ltd. | Capital Goods | Equity | 0.81% |
City Union Bank Ltd. | Financial | Equity | 0.77% |
Timken India Ltd. | Capital Goods | Equity | 0.75% |
Sundram Fasteners Ltd. | Capital Goods | Equity | 0.73% |
SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.69% |
KEC International Ltd. | Capital Goods | Equity | 0.67% |
United Spirits Ltd. | Consumer Staples | Equity | 0.63% |
Supreme Industries Ltd. | Chemicals | Equity | 0.61% |
Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.55% |
Gujarat Fluorochemicals Ltd. | Chemicals | Equity | 0.52% |
SKF India Ltd. | Capital Goods | Equity | 0.49% |
Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.45% |
Emami Ltd. | Consumer Staples | Equity | 0.43% |
Greenlam Industries Ltd. | Consumer Staples | Equity | 0.41% |
Vesuvius India Ltd. | Construction | Equity | 0.38% |
Ceat Ltd. | Automobile | Equity | 0.38% |
Symphony Ltd. | Consumer Discretionary | Equity | 0.35% |
Vardhman Textiles Ltd. | Textiles | Equity | 0.34% |
Aarti Industries Ltd. | Chemicals | Equity | 0.32% |
Arvind Ltd. | Textiles | Equity | 0.31% |
Oracle Financial Services Software Ltd. | Technology | Equity | 0.30% |
ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 0.28% |
Bharti Hexacom Ltd. | Communication | Equity | 0.26% |
Navneet Education Ltd. | Consumer Staples | Equity | 0.25% |
Five-Star Business Finance Ltd. | Financial | Equity | 0.25% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 0.19% |
KNR Constructions Ltd. | Construction | Equity | 0.18% |
LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.18% |
Greenply Industries Ltd. | Consumer Staples | Equity | 0.17% |
Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.17% |
Greenpanel Industries Ltd. | Consumer Staples | Equity | 0.14% |
Dhanuka Agritech Ltd. | Chemicals | Equity | 0.14% |
Jagran Prakashan Ltd. | Consumer Staples | Equity | 0.06% |
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 24.6% | 25.8% | 18.6% | 17.7% |
| Category average | 20.5% | 22.2% | 16.5% | NA |
| Rank with in category | 3 | 2 | 2 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Growth | 5 | 3.0% | 24.6% | 4,075.13 |
HDFC Mid Cap Fund Growth | 5 | 4.2% | 24.6% | 92,168.85 |
Motilal Oswal Midcap Fund Growth | 5 | -11.5% | 23.8% | 38,002.68 |
Nippon India Growth Mid Cap Fund Growth | 5 | 0.2% | 23.4% | 42,041.60 |
Franklin India Mid Cap Fund Growth | 4 | -1.3% | 20.8% | 12,911.38 |
Inclusive of GST
Exit load of 1% if redeemed within 1 year.
0.005% (from July 1st, 2020)
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.