| Name | Sector | Instrument | Assets |
|---|---|---|---|
Pace Digitek Ltd. | Communication | Equity | 4.42% |
Coforge Ltd. | Technology | Equity | 4.41% |
Bank of India | Financial | Equity | 4.21% |
Petronet LNG Ltd. | Energy | Equity | 3.69% |
Hindustan Petroleum Corporation Ltd. | Energy | Equity | 3.68% |
Linde India Ltd. | Chemicals | Equity | 3.67% |
Regaal Resources Ltd. | Consumer Staples | Equity | 3.66% |
Container Corporation Of India Ltd. | Services | Equity | 3.58% |
LIC Housing Finance Ltd. | Financial | Equity | 3.58% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 3.50% |
The Federal Bank Ltd. | Financial | Equity | 3.25% |
Swiggy Ltd. | Services | Equity | 3.08% |
Persistent Systems Ltd. | Technology | Equity | 2.51% |
Kalpataru Ltd. | Others | Equity | 2.50% |
Dalmia Bharat Ltd. | Construction | Equity | 2.49% |
Inox Wind Ltd. | Capital Goods | Equity | 2.46% |
GMR Airports Ltd. | Construction | Equity | 2.46% |
Exide Industries Ltd. | Capital Goods | Equity | 2.38% |
Vodafone Idea Ltd. | Communication | Equity | 2.37% |
Indian Energy Exchange Ltd. | Services | Equity | 2.19% |
Abbott India Ltd. | Healthcare | Equity | 2.18% |
Astral Ltd. | Chemicals | Equity | 2.17% |
AU Small Finance Bank Ltd. | Financial | Equity | 2.12% |
SAMHI Hotels Ltd. | Services | Equity | 2.09% |
Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.01% |
Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.98% |
REC Ltd. | Financial | Equity | 1.70% |
The Indian Hotels Company Ltd. | Services | Equity | 1.67% |
ACC Ltd. | Construction | Equity | 1.59% |
Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.50% |
Deepak Nitrite Ltd. | Chemicals | Equity | 1.50% |
HDFC Asset Management Company Ltd. | Financial | Equity | 1.40% |
Voltas Ltd. | Consumer Discretionary | Equity | 1.37% |
Metro Brands Ltd. | Consumer Staples | Equity | 1.37% |
Endurance Technologies Ltd. | Automobile | Equity | 1.33% |
Schaeffler India Ltd. | Capital Goods | Equity | 1.31% |
Balkrishna Industries Ltd. | Automobile | Equity | 1.30% |
DAM Capital Advisors Ltd. | Financial | Equity | 1.00% |
CreditAccess Grameen Ltd. | Financial | Equity | 0.85% |
Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.84% |
ITC Ltd. | Consumer Staples | Equity | 0.44% |
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
| 3Y | 5Y | 10Y | All | |
|---|---|---|---|---|
| Fund returns | 15.3% | 18.5% | 15.3% | 16.5% |
| Category average | 20.2% | 22.5% | 16.1% | NA |
| Rank with in category | 36 | 24 | 17 | NA |
| Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | 5 | 8.1% | 26.5% | 4,075.13 |
Motilal Oswal Midcap Fund Direct Growth | 5 | -6.5% | 25.7% | 37,500.86 |
Edelweiss Mid Cap Direct Plan Growth | 5 | 4.2% | 25.6% | 12,646.93 |
HDFC Mid Cap Fund Direct Growth | 5 | 7.5% | 25.3% | 89,383.23 |
Nippon India Growth Mid Cap Fund Direct Growth | 4 | 3.3% | 24.1% | 41,267.69 |
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%.