| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,605 | +4.34% | |
| 3 years | ₹1,80,000 | ₹1,97,295 | +9.61% | |
| 5 years | ₹3,00,000 | ₹4,21,072 | +40.36% | |
| 10 years | ₹6,00,000 | ₹17,29,216 | +188.20% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Aurobindo Pharma Ltd. | Healthcare | Equity | 9.52% |
| Tata Communications Ltd. | Communication | Equity | 8.35% |
| Lloyds Metals & Energy Ltd. | Metals & Mining | Equity | 8.19% |
| Premier Energies Ltd. | Energy | Equity | 7.69% |
| IRB Infrastructure Developers Ltd. | Construction | Equity | 6.80% |
| PB Fintech Ltd. | Services | Equity | 5.57% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 4.88% |
| ICICI Bank Ltd. | Financial | Equity | 4.18% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Futures | 4.16% |
| Linde India Ltd. | Chemicals | Equity | 3.98% |
| Reliance Industries Ltd. | Energy | Equity | 3.87% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 3.65% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 3.04% |
| Kotak Mahindra Bank Ltd. | Financial | Futures | 2.68% |
| Reliance Industries Ltd. | Energy | Futures | 2.39% |
| JSW Infrastructure Ltd. | Services | Equity | 2.27% |
| Godrej Properties Ltd. | Construction | Futures | 2.08% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.66% |
| Steel Authority Of India Ltd. | Metals & Mining | Equity | 1.47% |
| Dixon Technologies (India) Ltd. | Capital Goods | Futures | 1.45% |
| United Breweries Ltd. | Consumer Staples | Equity | 1.37% |
| AWL Agri Business Ltd. | Consumer Staples | Equity | 1.23% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.05% |
| Life Insurance Corporation of India | Insurance | Equity | 1.00% |
| Reserve Bank of India | Financial | T-Bills | 0.95% |
| Reserve Bank of India | Financial | T-Bills | 0.76% |
| Reserve Bank of India | Financial | T-Bills | 0.50% |
| PB Fintech Ltd. | Services | Futures | 0.50% |
| Godrej Properties Ltd. | Construction | Equity | 0.48% |
| Reserve Bank of India | Financial | T-Bills | 0.44% |
| Reserve Bank of India | Financial | T-Bills | 0.44% |
| One97 Communications Ltd. | Services | Equity | 0.33% |
| Reserve Bank of India | Financial | T-Bills | 0.32% |
| Reserve Bank of India | Financial | T-Bills | 0.31% |
| Reserve Bank of India | Financial | T-Bills | 0.31% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +18.7% | +19.0% | +18.1% | +16.8% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 35 | 19 | -- | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +14.37% | +27.45% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +10.04% | +26.22% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +11.36% | +25.81% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +9.35% | +24.28% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +8.04% | +23.82% | 94,744.72 | |
| Compare | ||||