| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹31,164 | +3.88% | |
| 1 year | ₹60,000 | ₹63,185 | +5.31% | |
| 3 years | ₹1,80,000 | ₹2,19,237 | +21.80% | |
| 5 years | ₹3,00,000 | ₹4,77,225 | +59.08% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Indusind Bank Ltd. | Financial | Equity | 3.10% |
| The Federal Bank Ltd. | Financial | Equity | 2.93% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.91% |
| JSW Energy Ltd. | Capital Goods | Equity | 2.52% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 2.51% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.50% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.48% |
| Max Financial Services Ltd. | Financial | Equity | 2.29% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.28% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.25% |
| L&T Finance Ltd. | Financial | Equity | 2.24% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 2.22% |
| Bank of Maharashtra | Financial | Equity | 2.20% |
| Indus Towers Ltd. | Communication | Equity | 2.15% |
| PB Fintech Ltd. | Services | Equity | 2.11% |
| JK Cement Ltd. | Construction | Equity | 2.07% |
| Indian Bank | Financial | Equity | 2.07% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 2.06% |
| IDFC First Bank Ltd. | Financial | Equity | 1.99% |
| Astral Ltd. | Chemicals | Equity | 1.98% |
| UNO Minda Ltd. | Automobile | Equity | 1.98% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.86% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.81% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.74% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.70% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.69% |
| Marico Ltd. | Consumer Staples | Equity | 1.68% |
| SRF Ltd. | Chemicals | Equity | 1.62% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.62% |
| NMDC Ltd. | Metals & Mining | Equity | 1.57% |
| Triveni Turbine Ltd. | Construction | Equity | 1.55% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.43% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.40% |
| Ceat Ltd. | Automobile | Equity | 1.37% |
| JSW Infrastructure Ltd. | Services | Equity | 1.37% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.34% |
| Mphasis Ltd. | Technology | Equity | 1.34% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.32% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.30% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.30% |
| Shriram Finance Ltd | Financial | Equity | 1.28% |
| Biocon Ltd. | Healthcare | Equity | 1.24% |
| Minda Corporation Ltd. | Automobile | Equity | 1.18% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.18% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.18% |
| Belrise Industries Ltd. | Automobile | Equity | 1.13% |
| Cochin Shipyard Ltd. | Capital Goods | Equity | 1.09% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.05% |
| Coforge Ltd. | Technology | Equity | 1.05% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.03% |
| Container Corporation Of India Ltd. | Services | Equity | 1.02% |
| Garden Reach Shipbuilders & Engineers Ltd. | Capital Goods | Equity | 1.00% |
| ITC Hotels Ltd. | Services | Equity | 0.98% |
| Kirloskar Brothers Ltd. | Capital Goods | Equity | 0.98% |
| Godrej Properties Ltd. | Construction | Equity | 0.97% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.95% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.88% |
| Havells India Ltd. | Capital Goods | Equity | 0.53% |
| Elecon Engineering Company Ltd. | Capital Goods | Equity | 0.29% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +10.4% | +25.6% | +21.0% | +18.2% |
| Category average (Equity Mid Cap) | +2.0% | +21.6% | +21.5% | -- |
| Rank (Equity Mid Cap) | 13 | 8 | 7 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +15.97% | +27.49% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +11.01% | +26.28% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +11.25% | +25.79% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +9.61% | +24.71% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +8.16% | +23.78% | 94,744.72 | |
| Compare | ||||