| Name | Sector | Instrument | Assets |
|---|---|---|---|
Coforge Ltd. | Technology | Equity | 4.78% |
Linde India Ltd. | Chemicals | Equity | 4.58% |
Pace Digitek Ltd. | Communication | Equity | 4.43% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 3.81% |
Petronet LNG Ltd. | Energy | Equity | 3.61% |
Bank of India | Financial | Equity | 3.58% |
The Federal Bank Ltd. | Financial | Equity | 3.58% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.57% |
LIC Housing Finance Ltd. | Financial | Equity | 3.48% |
PI Industries Ltd. | Chemicals | Equity | 3.48% |
Container Corporation Of India Ltd. | Services | Equity | 3.39% |
Regaal Resources Ltd. | Consumer Staples | Equity | 3.18% |
Deepak Nitrite Ltd. | Chemicals | Equity | 3.07% |
Swiggy Ltd. | Services | Equity | 2.87% |
GMR Airports Ltd. | Construction | Equity | 2.87% |
Vodafone Idea Ltd. | Communication | Equity | 2.74% |
Persistent Systems Ltd. | Technology | Equity | 2.73% |
Exide Industries Ltd. | Capital Goods | Equity | 2.36% |
Abbott India Ltd. | Healthcare | Equity | 2.28% |
Kalpataru Ltd. | Others | Equity | 2.27% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.22% |
Indian Energy Exchange Ltd. | Services | Equity | 2.22% |
Astral Ltd. | Chemicals | Equity | 2.18% |
Inox Wind Ltd. | Capital Goods | Equity | 2.16% |
SAMHI Hotels Ltd. | Services | Equity | 2.01% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.94% |
The Indian Hotels Company Ltd. | Services | Equity | 1.69% |
REC Ltd. | Financial | Equity | 1.66% |
AU Small Finance Bank Ltd. | Financial | Equity | 1.61% |
ACC Ltd. | Construction | Equity | 1.58% |
Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.48% |
Metro Brands Ltd. | Consumer Staples | Equity | 1.44% |
HDFC Asset Management Company Ltd. | Financial | Equity | 1.41% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.33% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.29% |
Endurance Technologies Ltd. | Automobile | Equity | 1.25% |
Torrent Power Ltd. | Energy | Equity | 0.96% |
Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.72% |
ITC Ltd. | Consumer Staples | Equity | 0.43% |
Bharat Dynamics Ltd. | Capital Goods | Equity | 0.40% |
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 15.8% | 17.9% | 15.5% | 16.4% |
| Category average | 20.9% | 21.7% | 16.3% | NA |
| Rank with in category | 37 | 24 | 17 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 5.5% | 27.1% | 4,075.13 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 2.6% | 26.4% | 12,646.93 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -10.8% | 25.8% | 38,002.68 |
HDFC Mid Cap Fund Direct Growth | 5 | 6.3% | 25.8% | 92,168.85 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 2.1% | 24.7% | 42,041.60 |
Inclusive of GST
Exit load of 1% if redeemed within 365 days.
0.005% (from July 1st, 2020)
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.