| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 2.6% | 21.2% | 23.2% | 14.6% |
| Category average | 3.8% | 21.3% | 25.9% | NA |
| Rank with in category | 35 | 24 | 23 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 10.9% | 27.1% | 3,731.43 |
Motilal Oswal Midcap Fund Direct Growth | 5 | 2.0% | 27.0% | 34,748.89 |
HDFC Mid Cap Fund Direct Growth | 5 | 8.3% | 26.7% | 84,854.73 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 7.2% | 26.2% | 11,731.01 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 6.3% | 26.1% | 39,328.98 |
Inclusive of GST
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 12 months.
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%.