| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹54,294 | -9.51% | |
| 3 years | ₹1,80,000 | ₹1,75,008 | -2.77% | |
| 5 years | ₹3,00,000 | ₹3,55,246 | +18.42% | |
| 10 years | ₹6,00,000 | ₹11,54,073 | +92.35% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Linde India Ltd. | Chemicals | Equity | 6.33% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.90% |
| Persistent Systems Ltd. | Technology | Equity | 4.47% |
| The Federal Bank Ltd. | Financial | Equity | 4.36% |
| Pace Digitek Ltd. | Communication | Equity | 3.87% |
| Bank of India | Financial | Equity | 3.77% |
| Coforge Ltd. | Technology | Equity | 3.74% |
| REC Ltd. | Financial | Equity | 3.53% |
| GMR Airports Ltd. | Construction | Equity | 3.50% |
| PI Industries Ltd. | Chemicals | Equity | 3.37% |
| Petronet LNG Ltd. | Energy | Equity | 3.19% |
| Abbott India Ltd. | Healthcare | Equity | 3.06% |
| Container Corporation Of India Ltd. | Services | Equity | 3.03% |
| Vodafone Idea Ltd. | Communication | Equity | 2.84% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.74% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.40% |
| Swiggy Ltd. | Services | Equity | 2.39% |
| Torrent Power Ltd. | Energy | Equity | 2.34% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 2.30% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.27% |
| Regaal Resources Ltd. | Consumer Staples | Equity | 2.22% |
| Inox Wind Ltd. | Capital Goods | Equity | 2.16% |
| Astral Ltd. | Chemicals | Equity | 1.90% |
| Exide Industries Ltd. | Capital Goods | Equity | 1.80% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 1.60% |
| SAMHI Hotels Ltd. | Services | Equity | 1.59% |
| Colgate-Palmolive (India) Ltd. | Consumer Staples | Equity | 1.52% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.45% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 1.41% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.22% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 1.21% |
| Mphasis Ltd. | Technology | Equity | 0.99% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.93% |
| PVR Inox Ltd. | Services | Equity | 0.93% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 0.86% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.67% |
| Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.32% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.8% | +13.5% | +15.0% | +15.3% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 37 | 28 | 16 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +20.93% | +26.94% | 4,490.64 | |
Edelweiss Mid Cap Direct Plan Growth | +15.68% | +26.13% | 13,553.62 | |
Nippon India Growth Mid Cap Fund Direct Growth | +16.06% | +25.76% | 39,676.13 | |
Sundaram Mid Cap Fund Direct Growth | +14.92% | +24.54% | 11,898.19 | |
HDFC Mid Cap Fund Direct Growth | +16.31% | +24.44% | 85,357.92 | |
| Compare | ||||