| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹51,709 | -13.82% | |
| 3 years | ₹1,80,000 | ₹2,18,338 | +21.30% | |
| 5 years | ₹3,00,000 | ₹5,35,983 | +78.66% | |
| 10 years | ₹6,00,000 | ₹18,00,508 | +200.08% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aurobindo Pharma Ltd. | Healthcare | Equity | 9.90% |
| Tata Communications Ltd. | Communication | Equity | 8.55% |
| IRB Infrastructure Developers Ltd. | Construction | Equity | 7.12% |
| PB Fintech Ltd. | Services | Equity | 6.00% |
| ICICI Bank Ltd. | Financial | Futures | 5.94% |
| Premier Energies Ltd. | Energy | Equity | 5.90% |
| Lloyds Metals & Energy Ltd. | Metals & Mining | Equity | 5.56% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 4.18% |
| Linde India Ltd. | Chemicals | Equity | 3.95% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 3.11% |
| Nifty MidCap Select Index | Financial | ID | 3.10% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | 3.09% |
| JSW Infrastructure Ltd. | Services | Equity | 2.35% |
| Oracle Financial Services Software Ltd. | Technology | Futures | 2.19% |
| Reliance Industries Ltd. | Energy | Equity | 2.03% |
| Dabur India Ltd. | Consumer Staples | Futures | 1.94% |
| Godrej Properties Ltd. | Construction | Equity | 1.59% |
| Escorts Kubota Ltd. | Automobile | Equity | 1.57% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.50% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.44% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.33% |
| GMR Airports Ltd. | Construction | Equity | 1.18% |
| AWL Agri Business Ltd. | Consumer Staples | Equity | 1.15% |
| Life Insurance Corporation of India | Insurance | Equity | 1.12% |
| NMDC Ltd. | Metals & Mining | Equity | 0.72% |
| Reserve Bank of India | Financial | T-Bills | 0.68% |
| Reserve Bank of India | Financial | T-Bills | 0.48% |
| Reserve Bank of India | Financial | T-Bills | 0.41% |
| Reserve Bank of India | Financial | T-Bills | 0.41% |
| Reserve Bank of India | Financial | T-Bills | 0.34% |
| Reserve Bank of India | Financial | T-Bills | 0.29% |
| Reserve Bank of India | Financial | T-Bills | 0.27% |
| Reserve Bank of India | Financial | T-Bills | 0.14% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.3% | +19.9% | +17.1% | +16.0% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 36 | 8 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +17.41% | +26.49% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +19.24% | +26.37% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +19.08% | +25.91% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +16.87% | +24.77% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +18.05% | +24.48% | 12,917.24 | |
| Compare | ||||