| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,740 | -4.20% | |
| 1 year | ₹60,000 | ₹57,686 | -3.86% | |
| 3 years | ₹1,80,000 | ₹2,47,408 | +37.45% | |
| 5 years | ₹3,00,000 | ₹5,59,062 | +86.35% |
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 3.16% |
| Union Bank of India | Financial | Equity | 2.82% |
| The Federal Bank Ltd. | Financial | Equity | 2.81% |
| Max Financial Services Ltd. | Financial | Equity | 2.75% |
| Indusind Bank Ltd. | Financial | Equity | 2.64% |
| Piramal Finance Ltd. | Financial | Equity | 2.55% |
| Indian Bank | Financial | Equity | 2.54% |
| Indus Towers Ltd. | Communication | Equity | 2.52% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.48% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 2.35% |
| JK Cement Ltd. | Construction | Equity | 2.33% |
| JSW Energy Ltd. | Capital Goods | Equity | 2.31% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 2.30% |
| Astral Ltd. | Chemicals | Equity | 2.28% |
| Tube Investments Of India Ltd. | Automobile | Equity | 2.22% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 2.18% |
| UNO Minda Ltd. | Automobile | Equity | 2.13% |
| IDFC First Bank Ltd. | Financial | Equity | 2.11% |
| Oil India Ltd. | Energy | Equity | 2.00% |
| L&T Finance Ltd. | Financial | Equity | 1.83% |
| Marico Ltd. | Consumer Staples | Equity | 1.80% |
| Anthem Biosciences Ltd. | Healthcare | Equity | 1.75% |
| Bharat Heavy Electricals Ltd. | Capital Goods | Equity | 1.67% |
| Bank of Maharashtra | Financial | Equity | 1.60% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 1.59% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 1.57% |
| Shriram Finance Ltd | Financial | Equity | 1.56% |
| Mphasis Ltd. | Technology | Equity | 1.51% |
| NMDC Ltd. | Metals & Mining | Equity | 1.50% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.50% |
| Aditya Birla Capital Ltd. | Financial | Equity | 1.44% |
| Biocon Ltd. | Healthcare | Equity | 1.42% |
| Lupin Ltd. | Healthcare | Equity | 1.37% |
| JSW Infrastructure Ltd. | Services | Equity | 1.35% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 1.32% |
| Varun Beverages Ltd. | Consumer Staples | Equity | 1.30% |
| Triveni Turbine Ltd. | Construction | Equity | 1.29% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 1.28% |
| PB Fintech Ltd. | Services | Equity | 1.28% |
| Godrej Properties Ltd. | Construction | Equity | 1.27% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.26% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 1.21% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.20% |
| SRF Ltd. | Chemicals | Equity | 1.19% |
| ITC Hotels Ltd. | Services | Equity | 1.14% |
| Equitas Small Finance Bank Ltd. | Financial | Equity | 1.14% |
| Coforge Ltd. | Technology | Equity | 1.10% |
| LIC Housing Finance Ltd. | Financial | Equity | 1.07% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.05% |
| Belrise Industries Ltd. | Automobile | Equity | 1.05% |
| Kajaria Ceramics Ltd. | Construction | Equity | 1.01% |
| Radico Khaitan Ltd. | Consumer Staples | Equity | 0.96% |
| Kirloskar Brothers Ltd. | Capital Goods | Equity | 0.95% |
| LG Electronics India Ltd. | Consumer Discretionary | Equity | 0.92% |
| Minda Corporation Ltd. | Automobile | Equity | 0.85% |
| Ceat Ltd. | Automobile | Equity | 0.84% |
| Havells India Ltd. | Capital Goods | Equity | 0.63% |
| Sri Lotus Developers and Realty Ltd. | Construction | Equity | 0.62% |
| Atul Ltd. | Chemicals | Equity | 0.49% |
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +6.3% | +23.8% | +19.9% | +16.9% |
| Category average (Equity Mid Cap) | +2.0% | +21.6% | +21.5% | -- |
| Rank (Equity Mid Cap) | 14 | 6 | 5 | -- |
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +10.39% | +25.39% | 4,694.85 | |
Nippon India Growth Mid Cap Fund Direct Growth | +7.08% | +24.12% | 43,982.51 | |
Edelweiss Mid Cap Direct Plan Growth | +7.06% | +24.06% | 14,355.22 | |
HDFC Mid Cap Fund Direct Growth | +7.67% | +23.23% | 94,256.90 | |
Sundaram Mid Cap Fund Direct Growth | +6.84% | +22.96% | 13,235.50 | |
| Compare | ||||