| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,869 | +2.90% | |
| 1 year | ₹60,000 | ₹62,518 | +4.20% | |
| 3 years | ₹1,80,000 | ₹2,16,868 | +20.48% | |
| 5 years | ₹3,00,000 | ₹4,72,206 | +57.40% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 3.42% |
| The Federal Bank Ltd. | Financial | Equity | 3.03% |
| Indusind Bank Ltd. | Financial | Equity | 2.91% |
| Indus Towers Ltd. | Communication | Equity | 2.51% |
| Max Financial Services Ltd. | Financial | Equity | 2.45% |
| JSW Energy Ltd. | Capital Goods | Equity | 2.42% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.41% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.38% |
| Astral Ltd. | Chemicals | Equity | 2.37% |
| Indian Bank | Financial | Equity | 2.35% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 2.30% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 2.28% |
| JK Cement Ltd. | Construction | Equity | 2.27% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.20% |
| Oil India Ltd. | Energy | Equity | 2.12% |
| PB Fintech Ltd. | Services | Equity | 2.07% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 2.04% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 2.02% |
| UNO Minda Ltd. | Automobile | Equity | 2.00% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.98% |
| Bank of Maharashtra | Financial | Equity | 1.97% |
| Piramal Finance Ltd. | Financial | Equity | 1.93% |
| IDFC First Bank Ltd. | Financial | Equity | 1.93% |
| Marico Ltd. | Consumer Staples | Equity | 1.82% |
| Larsen & Toubro Ltd. | Construction | Equity | 1.81% |
| L&T Finance Ltd. | Financial | Equity | 1.73% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.62% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.60% |
| SRF Ltd. | Chemicals | Equity | 1.53% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.53% |
| NMDC Ltd. | Metals & Mining | Equity | 1.51% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.49% |
| Mphasis Ltd. | Technology | Equity | 1.46% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.43% |
| Biocon Ltd. | Healthcare | Equity | 1.43% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.42% |
| JSW Infrastructure Ltd. | Services | Equity | 1.39% |
| Shriram Finance Ltd | Financial | Equity | 1.36% |
| Triveni Turbine Ltd. | Construction | Equity | 1.36% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.30% |
| Lupin Ltd. | Healthcare | Equity | 1.27% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.20% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.20% |
| Ceat Ltd. | Automobile | Equity | 1.19% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.17% |
| Belrise Industries Ltd. | Automobile | Equity | 1.13% |
| Coforge Ltd. | Technology | Equity | 1.12% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.07% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.05% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 1.03% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.02% |
| ITC Hotels Ltd. | Services | Equity | 0.97% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.91% |
| Godrej Properties Ltd. | Construction | Equity | 0.89% |
| Kirloskar Brothers Ltd. | Capital Goods | Equity | 0.87% |
| Minda Corporation Ltd. | Automobile | Equity | 0.84% |
| Havells India Ltd. | Capital Goods | Equity | 0.58% |
| Atul Ltd. | Chemicals | Equity | 0.50% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +9.6% | +25.2% | +21.0% | +18.0% |
| Category average (Equity Mid Cap) | +2.0% | +21.6% | +21.5% | -- |
| Rank (Equity Mid Cap) | 14 | 6 | 7 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +14.05% | +26.92% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +9.86% | +25.56% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +10.77% | +25.15% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +9.93% | +23.99% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +8.60% | +23.44% | 94,744.72 | |
| Compare | ||||