| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹200 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.7% | 21.4% | 20.8% | 14.5% |
| Category average | 7.2% | 21.9% | 23.7% | NA |
| Rank with in category | 37 | 28 | 23 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 14.4% | 28.4% | 4,075.13 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -0.9% | 27.6% | 37,500.86 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 9.7% | 27.1% | 12,646.93 |
HDFC Mid Cap Fund Direct Growth | 5 | 12.3% | 26.9% | 89,383.23 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 8.5% | 26.7% | 41,267.69 |
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%.