| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 3.1% | 22.7% | 23.5% | 24.7% |
| Category average | -1.3% | 20.5% | 21.5% | NA |
| Rank with in category | 12 | 16 | 12 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 5.5% | 27.1% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 2.6% | 26.4% | 12,646.93 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -10.8% | 25.8% | 38,002.68 |
HDFC Mid Cap Fund Direct Growth | 5 | 6.3% | 25.8% | 92,168.85 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 2.1% | 24.7% | 42,041.60 |
Inclusive of GST
Exit load of 1%, if redeemed within 15 days.
0.005% (from July 1st, 2020)
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.