| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹59,673 | -0.55% | |
| 3 years | ₹1,80,000 | ₹1,94,724 | +8.18% | |
| 5 years | ₹3,00,000 | ₹3,91,708 | +30.57% | |
| 10 years | ₹6,00,000 | ₹12,75,333 | +112.56% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Linde India Ltd. | Chemicals | Equity | 4.93% |
| Coforge Ltd. | Technology | Equity | 4.43% |
| Bank of India | Financial | Equity | 4.28% |
| The Federal Bank Ltd. | Financial | Equity | 4.28% |
| REC Ltd. | Financial | Equity | 4.14% |
| Petronet LNG Ltd. | Energy | Equity | 4.11% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.03% |
| Pace Digitek Ltd. | Communication | Equity | 3.82% |
| Container Corporation Of India Ltd. | Services | Equity | 3.57% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.57% |
| PI Industries Ltd. | Chemicals | Equity | 3.51% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 3.46% |
| GMR Airports Ltd. | Construction | Equity | 3.43% |
| Vodafone Idea Ltd. | Communication | Equity | 3.28% |
| Persistent Systems Ltd. | Technology | Equity | 2.77% |
| Inox Wind Ltd. | Capital Goods | Equity | 2.73% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.68% |
| Regaal Resources Ltd. | Consumer Staples | Equity | 2.62% |
| Swiggy Ltd. | Services | Equity | 2.53% |
| Astral Ltd. | Chemicals | Equity | 2.39% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.29% |
| Torrent Power Ltd. | Energy | Equity | 2.20% |
| Exide Industries Ltd. | Capital Goods | Equity | 2.17% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.15% |
| Abbott India Ltd. | Healthcare | Equity | 2.13% |
| LIC Housing Finance Ltd. | Financial | Equity | 2.05% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 2.02% |
| SAMHI Hotels Ltd. | Services | Equity | 1.86% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 1.50% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.48% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.42% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.42% |
| ITC Ltd. | Consumer Staples | Equity | 1.18% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 1.09% |
| ACC Ltd. | Construction | Equity | 0.83% |
| Metro Brands Ltd. | Consumer Staples | Equity | 0.69% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.66% |
| Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.57% |
| Park Medi World Ltd. | Healthcare | Equity | 0.41% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +16.7% | +14.5% | +17.0% | +15.8% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 26 | 17 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +25.17% | +28.32% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +25.74% | +28.24% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +27.20% | +28.14% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +25.38% | +27.43% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +25.91% | +26.56% | 12,917.24 | |
| Compare | ||||