| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,762 | -2.06% | |
| 3 years | ₹1,80,000 | ₹1,87,033 | +3.91% | |
| 5 years | ₹3,00,000 | ₹3,79,623 | +26.54% | |
| 10 years | ₹6,00,000 | ₹12,30,289 | +105.05% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Linde India Ltd. | Chemicals | Equity | 6.04% |
| Persistent Systems Ltd. | Technology | Equity | 4.67% |
| Aurobindo Pharma Ltd. | Healthcare | Equity | 4.64% |
| The Federal Bank Ltd. | Financial | Equity | 4.28% |
| Pace Digitek Ltd. | Communication | Equity | 4.16% |
| REC Ltd. | Financial | Equity | 3.64% |
| Coforge Ltd. | Technology | Equity | 3.56% |
| GMR Airports Ltd. | Construction | Equity | 3.53% |
| PI Industries Ltd. | Chemicals | Equity | 3.36% |
| Container Corporation Of India Ltd. | Services | Equity | 3.21% |
| Petronet LNG Ltd. | Energy | Equity | 3.16% |
| Insolation Energy Ltd. | Energy | Equity | 3.13% |
| Vodafone Idea Ltd. | Communication | Equity | 3.01% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 2.89% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 2.76% |
| Torrent Power Ltd. | Energy | Equity | 2.76% |
| Regaal Resources Ltd. | Consumer Staples | Equity | 2.68% |
| Abbott India Ltd. | Healthcare | Equity | 2.66% |
| Bank of India | Financial | Equity | 2.62% |
| Inox Wind Ltd. | Capital Goods | Equity | 2.56% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.46% |
| Swiggy Ltd. | Services | Equity | 2.20% |
| Indian Energy Exchange Ltd. | Services | Equity | 2.04% |
| Exide Industries Ltd. | Capital Goods | Equity | 2.00% |
| Mphasis Ltd. | Technology | Equity | 1.95% |
| SAMHI Hotels Ltd. | Services | Equity | 1.72% |
| Astral Ltd. | Chemicals | Equity | 1.61% |
| Bharat Dynamics Ltd. | Capital Goods | Equity | 1.33% |
| Balkrishna Industries Ltd. | Automobile | Equity | 1.33% |
| Titagarh Rail Systems Ltd. | Automobile | Equity | 1.03% |
| Voltas Ltd. | Consumer Discretionary | Equity | 0.93% |
| Escorts Kubota Ltd. | Automobile | Equity | 0.92% |
| Sumitomo Chemical India Ltd. | Chemicals | Equity | 0.60% |
| Glaxosmithkline Pharmaceuticals Ltd. | Healthcare | Equity | 0.57% |
| Chemtech Industrial Valves Ltd. | Capital Goods | Equity | 0.27% |
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +14.3% | +12.8% | +15.5% | +15.6% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 39 | 28 | 16 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +15.46% | +27.14% | 5,293.04 | |
Edelweiss Mid Cap Direct Plan Growth | +10.39% | +26.03% | 15,910.69 | |
Nippon India Growth Mid Cap Fund Direct Growth | +11.30% | +25.84% | 45,820.33 | |
Sundaram Mid Cap Fund Direct Growth | +8.98% | +24.50% | 13,378.01 | |
HDFC Mid Cap Fund Direct Growth | +7.48% | +23.48% | 94,744.72 | |
| Compare | ||||