| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹55,438 | -7.60% | |
| 3 years | ₹1,80,000 | ₹1,79,403 | -0.33% | |
| 5 years | ₹3,00,000 | ₹3,61,406 | +20.47% | |
| 10 years | ₹6,00,000 | ₹11,73,071 | +95.51% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Linde India Ltd. | Chemicals | Equity | 5.53% |
| Bank of India | Financial | Equity | 4.60% |
| Petronet LNG Ltd. | Energy | Equity | 4.60% |
| The Federal Bank Ltd. | Financial | Equity | 4.46% |
| Pace Digitek Ltd. | Communication | Equity | 4.16% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.07% |
| REC Ltd. | Financial | Equity | 3.98% |
| GMR Airports Ltd. | Construction | Equity | 3.68% |
| Container Corporation Of India Ltd. | Services | Equity | 3.52% |
| PI Industries Ltd. | Chemicals | Equity | 3.41% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 3.34% |
| Regaal Resources Ltd. | Consumer Staples | Equity | 3.20% |
| Vodafone Idea Ltd. | Communication | Equity | 3.12% |
| Persistent Systems Ltd. | Technology | Equity | 3.00% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.75% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.64% |
| Coforge Ltd. | Technology | Equity | 2.56% |
| Torrent Power Ltd. | Energy | Equity | 2.48% |
| Swiggy Ltd. | Services | Equity | 2.45% |
| Inox Wind Ltd. | Capital Goods | Equity | 2.33% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.31% |
| Exide Industries Ltd. | Capital Goods | Equity | 2.26% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.17% |
| LIC Housing Finance Ltd. | Financial | Equity | 2.10% |
| Abbott India Ltd. | Healthcare | Equity | 2.04% |
| SAMHI Hotels Ltd. | Services | Equity | 1.78% |
| Astral Ltd. | Chemicals | Equity | 1.76% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.69% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.59% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.52% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.47% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 1.23% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.93% |
| PVR Inox Ltd. | Services | Equity | 0.91% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.65% |
| Park Medi World Ltd. | Healthcare | Equity | 0.51% |
| ITC Ltd. | Consumer Staples | Equity | 0.38% |
| Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.33% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.2% | +13.3% | +15.1% | +15.1% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 27 | 17 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +10.05% | +27.11% | 4,694.85 | |
Nippon India Growth Mid Cap Fund Direct Growth | +8.88% | +26.22% | 43,982.51 | |
Edelweiss Mid Cap Direct Plan Growth | +8.26% | +26.15% | 14,355.22 | |
HDFC Mid Cap Fund Direct Growth | +8.49% | +25.00% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +7.98% | +24.59% | 13,235.50 | |
| Compare | ||||