| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,536 | -2.44% | |
| 3 years | ₹1,80,000 | ₹1,96,487 | +9.16% | |
| 5 years | ₹3,00,000 | ₹3,82,627 | +27.54% | |
| 10 years | ₹6,00,000 | ₹14,83,791 | +147.30% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Persistent Systems Ltd. | Technology | Equity | 2.73% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.66% |
| JK Cement Ltd. | Construction | Equity | 2.64% |
| UNO Minda Ltd. | Automobile | Equity | 2.59% |
| Max Financial Services Ltd. | Financial | Equity | 2.56% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.23% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.20% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.15% |
| SRF Ltd. | Chemicals | Equity | 2.10% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.08% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.03% |
| Abbott India Ltd. | Healthcare | Equity | 1.99% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.93% |
| AU Small Finance Bank Ltd. | Financial | Equity | 1.91% |
| Prestige Estates Projects Ltd. | Construction | Equity | 1.72% |
| Coromandel International Ltd. | Chemicals | Equity | 1.72% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.61% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.61% |
| Astral Ltd. | Chemicals | Equity | 1.61% |
| Eternal Ltd. | Services | Equity | 1.57% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.54% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.48% |
| The Federal Bank Ltd. | Financial | Equity | 1.47% |
| Ajanta Pharma Ltd. | Healthcare | Equity | 1.33% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 1.32% |
| Bajaj Finance Ltd. | Financial | Equity | 1.31% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.26% |
| Tube Investments Of India Ltd. | Automobile | Equity | 1.26% |
| Cummins India Ltd. | Capital Goods | Equity | 1.25% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.24% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 1.21% |
| BSE Ltd. | Services | Equity | 1.18% |
| Karur Vysya Bank Ltd. | Financial | Equity | 1.18% |
| Timken India Ltd. | Capital Goods | Equity | 1.16% |
| PB Fintech Ltd. | Services | Equity | 1.16% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.15% |
| Torrent Power Ltd. | Energy | Equity | 1.14% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.12% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 1.12% |
| Indian Bank | Financial | Equity | 1.09% |
| Container Corporation Of India Ltd. | Services | Equity | 1.08% |
| Bharat Forge Ltd. | Automobile | Equity | 1.06% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.06% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 1.05% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.05% |
| Muthoot Finance Ltd. | Financial | Equity | 1.00% |
| Global Health Ltd. | Healthcare | Equity | 0.99% |
| JSW Infrastructure Ltd. | Services | Equity | 0.94% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 0.90% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 0.87% |
| Jubilant FoodWorks Ltd. | Services | Equity | 0.78% |
| Kei Industries Ltd. | Capital Goods | Equity | 0.78% |
| Ashok Leyland Ltd. | Automobile | Equity | 0.78% |
| Cholamandalam Financial Holdings Ltd. | Financial | Equity | 0.74% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 0.74% |
| Schaeffler India Ltd. | Capital Goods | Equity | 0.72% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.71% |
| ITC Hotels Ltd. | Services | Equity | 0.67% |
| One97 Communications Ltd. | Services | Equity | 0.65% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 0.63% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 0.62% |
| State Bank of India | Financial | Equity | 0.61% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.58% |
| ICICI Bank Ltd. | Financial | Equity | 0.57% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.54% |
| PGIM India Liquid Fund Direct Plan-Growth | -- | Mutual Fund | 0.54% |
| 360 One Wam Ltd. | Financial | Equity | 0.52% |
| Sundaram Finance Ltd. | Financial | Equity | 0.52% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.52% |
| City Union Bank Ltd. | Financial | Equity | 0.52% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.52% |
| Sagility Ltd. | Services | Equity | 0.52% |
| Triveni Turbine Ltd. | Construction | Equity | 0.51% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 0.50% |
| Suzlon Energy Ltd. | Capital Goods | Equity | 0.48% |
| Affle 3I Ltd. | Technology | Equity | 0.47% |
| Supreme Industries Ltd. | Chemicals | Equity | 0.46% |
| Endurance Technologies Ltd. | Automobile | Equity | 0.46% |
| Bharat Petroleum Corporation Ltd. | Energy | Equity | 0.42% |
| PI Industries Ltd. | Chemicals | Equity | 0.39% |
| REC Ltd. | Financial | Equity | 0.38% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 0.38% |
| Trent Ltd. | Services | Equity | 0.37% |
| Info Edge (India) Ltd. | Services | Equity | 0.33% |
| KPIT Technologies Ltd. | Technology | Equity | 0.31% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.30% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.29% |
| TBO Tek Ltd. | Services | Equity | 0.29% |
| Bharat Rasayan Ltd. | Chemicals | Equity | 0.28% |
| Mphasis Ltd. | Technology | Equity | 0.28% |
| Mrs. Bectors Food Specialities Ltd. | Consumer Staples | Equity | 0.26% |
| Dr. Agarwal's Health Care Ltd. | Healthcare | Equity | 0.18% |
| Reserve Bank of India | Financial | T-Bills | 0.17% |
| Coforge Ltd. | Technology | Equity | 0.13% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.03% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.02% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.8% | +15.1% | +17.4% | +17.2% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 38 | 24 | 12 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +24.02% | +27.74% | 4,490.64 | |
Edelweiss Mid Cap Direct Plan Growth | +18.70% | +26.64% | 13,553.62 | |
Nippon India Growth Mid Cap Fund Direct Growth | +18.90% | +26.54% | 39,676.13 | |
Sundaram Mid Cap Fund Direct Growth | +18.18% | +25.46% | 11,898.19 | |
HDFC Mid Cap Fund Direct Growth | +19.45% | +25.00% | 85,357.92 | |
| Compare | ||||