| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 10.8% | 26.9% | 24.4% | 20.3% |
| Category average | 8.9% | 22.2% | 24.4% | NA |
| Rank with in category | 22 | 6 | 17 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 15.6% | 28.6% | 4,075.13 |
Motilal Oswal Midcap Fund Direct Growth | 5 | 1.3% | 27.9% | 37,500.86 |
HDFC Mid Cap Fund Direct Growth | 5 | 13.3% | 27.2% | 89,383.23 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 11.4% | 27.2% | 12,646.93 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 10.0% | 26.9% | 41,267.69 |
Inclusive of GST
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.