| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,077 | -3.21% | |
| 3 years | ₹1,80,000 | ₹2,01,340 | +11.86% | |
| 5 years | ₹3,00,000 | ₹4,19,817 | +39.94% | |
| 10 years | ₹6,00,000 | ₹14,52,764 | +142.13% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Indian Bank | Financial | Equity | 3.30% |
| The Federal Bank Ltd. | Financial | Equity | 3.27% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.97% |
| UPL Ltd. | Chemicals | Equity | 2.66% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.61% |
| Indusind Bank Ltd. | Financial | Equity | 2.61% |
| Max Financial Services Ltd. | Financial | Equity | 2.47% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.33% |
| One97 Communications Ltd. | Services | Equity | 2.19% |
| UNO Minda Ltd. | Automobile | Equity | 2.16% |
| Marico Ltd. | Consumer Staples | Equity | 2.15% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.07% |
| Indus Towers Ltd. | Communication | Equity | 2.07% |
| L&T Finance Ltd. | Financial | Equity | 2.06% |
| Bharat Forge Ltd. | Automobile | Equity | 1.91% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.83% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 1.76% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.70% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.70% |
| Lupin Ltd. | Healthcare | Equity | 1.67% |
| JK Cement Ltd. | Construction | Equity | 1.64% |
| Mphasis Ltd. | Technology | Equity | 1.63% |
| Cummins India Ltd. | Capital Goods | Equity | 1.60% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.56% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 1.55% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.53% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.49% |
| The Ramco Cements Ltd. | Construction | Equity | 1.44% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.43% |
| PI Industries Ltd. | Chemicals | Equity | 1.42% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.41% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.38% |
| Oberoi Realty Ltd. | Construction | Equity | 1.38% |
| HDB Financial Services Ltd. | Financial | Equity | 1.32% |
| JSW Infrastructure Ltd. | Services | Equity | 1.30% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.29% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.14% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.13% |
| Indraprastha Gas Ltd. | Energy | Equity | 1.11% |
| Thermax Ltd. | Capital Goods | Equity | 1.09% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.09% |
| Granules India Ltd. | Healthcare | Equity | 1.06% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.04% |
| Muthoot Finance Ltd. | Financial | Equity | 1.04% |
| Persistent Systems Ltd. | Technology | Equity | 1.03% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.02% |
| Bosch Ltd. | Automobile | Equity | 0.98% |
| BSE Ltd. | Services | Equity | 0.98% |
| Hexaware Technologies Ltd. | Technology | Equity | 0.97% |
| IDFC First Bank Ltd. | Financial | Equity | 0.93% |
| The Phoenix Mills Ltd. | Construction | Equity | 0.90% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.80% |
| Mahindra Logistics Ltd. | Services | Equity | 0.78% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.78% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.78% |
| Linde India Ltd. | Chemicals | Equity | 0.73% |
| 3M India Ltd. | Consumer Staples | Equity | 0.72% |
| GR Infraprojects Ltd. | Construction | Equity | 0.66% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.60% |
| TeamLease Services Ltd. | Services | Equity | 0.58% |
| Page Industries Ltd. | Textiles | Equity | 0.58% |
| Torrent Power Ltd. | Energy | Equity | 0.57% |
| Swiggy Ltd. | Services | Equity | 0.55% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.49% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.33% |
| Meesho Ltd. | Services | Equity | 0.13% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +21.1% | +17.6% | +17.4% | +18.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 22 | 17 | 10 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +10.47% | +25.89% | 4,694.85 | |
Edelweiss Mid Cap Direct Plan Growth | +9.12% | +24.95% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct Growth | +10.33% | +24.85% | 43,982.51 | |
HDFC Mid Cap Fund Direct Growth | +9.08% | +23.44% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +8.85% | +23.43% | 13,235.50 | |
| Compare | ||||