| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,018 | +6.70% | |
| 3 years | ₹1,80,000 | ₹2,26,381 | +25.77% | |
| 5 years | ₹3,00,000 | ₹4,69,534 | +56.51% | |
| 10 years | ₹6,00,000 | ₹16,18,148 | +169.69% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| UPL Ltd. | Chemicals | Equity | 3.33% |
| The Federal Bank Ltd. | Financial | Equity | 2.92% |
| Indian Bank | Financial | Equity | 2.80% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 2.79% |
| AU Small Finance Bank Ltd. | Financial | Equity | 2.71% |
| UNO Minda Ltd. | Automobile | Equity | 2.34% |
| L&T Finance Ltd. | Financial | Equity | 2.30% |
| Max Financial Services Ltd. | Financial | Equity | 2.28% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.22% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 2.15% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 2.14% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.08% |
| Marico Ltd. | Consumer Staples | Equity | 2.05% |
| One97 Communications Ltd. | Services | Equity | 2.01% |
| Mankind Pharma Ltd. | Healthcare | Equity | 2.00% |
| Mphasis Ltd. | Technology | Equity | 1.99% |
| Shriram Finance Ltd | Financial | Futures | 1.95% |
| Patanjali Foods Ltd. | Consumer Staples | Equity | 1.89% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.83% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.63% |
| JK Cement Ltd. | Construction | Equity | 1.61% |
| Hexaware Technologies Ltd. | Technology | Equity | 1.57% |
| Lupin Ltd. | Healthcare | Equity | 1.53% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.53% |
| Oberoi Realty Ltd. | Construction | Equity | 1.52% |
| Indus Towers Ltd. | Communication | Equity | 1.52% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.49% |
| PI Industries Ltd. | Chemicals | Equity | 1.47% |
| Bharat Forge Ltd. | Automobile | Equity | 1.47% |
| Cummins India Ltd. | Capital Goods | Equity | 1.45% |
| JSW Infrastructure Ltd. | Services | Equity | 1.45% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.43% |
| HDB Financial Services Ltd. | Financial | Equity | 1.43% |
| Persistent Systems Ltd. | Technology | Equity | 1.37% |
| The Ramco Cements Ltd. | Construction | Equity | 1.35% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.34% |
| Ashok Leyland Ltd. | Automobile | Equity | 1.30% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.28% |
| Indraprastha Gas Ltd. | Energy | Equity | 1.27% |
| Muthoot Finance Ltd. | Financial | Equity | 1.18% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 1.16% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.11% |
| IDFC First Bank Ltd. | Financial | Equity | 1.09% |
| Granules India Ltd. | Healthcare | Equity | 1.09% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.08% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.06% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.06% |
| Thermax Ltd. | Capital Goods | Equity | 1.05% |
| The Phoenix Mills Ltd. | Construction | Equity | 1.01% |
| Bosch Ltd. | Automobile | Equity | 0.97% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.96% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.89% |
| Tata Chemicals Ltd. | Chemicals | Equity | 0.86% |
| K.P.R. Mill Ltd. | Textiles | Equity | 0.82% |
| TeamLease Services Ltd. | Services | Equity | 0.74% |
| Sonata Software Ltd. | Technology | Equity | 0.72% |
| Swiggy Ltd. | Services | Equity | 0.70% |
| GR Infraprojects Ltd. | Construction | Equity | 0.69% |
| 3M India Ltd. | Consumer Staples | Equity | 0.67% |
| Page Industries Ltd. | Textiles | Equity | 0.66% |
| Linde India Ltd. | Chemicals | Equity | 0.65% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.62% |
| Mahindra Logistics Ltd. | Services | Equity | 0.59% |
| SKF India (Industrial) Ltd. | Capital Goods | Equity | 0.50% |
| Torrent Power Ltd. | Energy | Equity | 0.48% |
| Meesho Ltd. | Services | Equity | 0.37% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 0.31% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +23.2% | +20.6% | +17.7% | +19.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 15 | 15 | 9 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +12.78% | +27.23% | 4,447.55 | |
Edelweiss Mid Cap Direct Plan Growth | +10.66% | +27.12% | 13,650.47 | |
HDFC Mid Cap Fund Direct Growth | +13.18% | +25.78% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.12% | +25.44% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.94% | +25.21% | 1,178.20 | |
| Compare | ||||