| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 0.9% | 22.8% | 19.5% | 14.3% |
| Category average | 2.8% | 23.2% | 21.9% | NA |
| Rank with in category | 36 | 31 | 22 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 7.9% | 29.4% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 5.5% | 29.0% | 12,646.93 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -8.7% | 28.3% | 38,002.68 |
HDFC Mid Cap Fund Direct Growth | 5 | 7.8% | 28.0% | 92,168.85 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 4.9% | 27.3% | 42,041.60 |
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%.