Invesco India Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
Invesco India Mid Cap Fund (Direct) and WhiteOak Capital Mid Cap Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Mid Cap Fund schemes — see the best mid cap mutual funds for the full ranking.
Head to head
NAVs as of 28 Aug 2026
Growth of ₹100 (rebased over the selected window)
Common period 08 Sep 2022 – 28 Aug 2026, limited by WhiteOak Capital Mid Cap Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | Invesco India Mid Cap Fund | WhiteOak Capital Mid Cap Fund | Nifty Midcap 150 |
|---|---|---|---|
| 08 Sep 2022 | ₹100.00 | ₹100.00 | ₹100.00 |
| 07 Jan 2023 | ₹100.17 | ₹99.58 | ₹98.09 |
| 08 May 2023 | ₹103.78 | ₹102.54 | ₹100.80 |
| 06 Sep 2023 | ₹123.16 | ₹127.17 | ₹125.03 |
| 04 Jan 2024 | ₹139.21 | ₹146.77 | ₹144.39 |
| 04 May 2024 | ₹155.27 | ₹160.01 | ₹156.51 |
| 02 Sep 2024 | ₹187.83 | ₹190.12 | ₹180.97 |
| 01 Jan 2025 | ₹199.22 | ₹198.29 | ₹175.87 |
| 02 May 2025 | ₹181.70 | ₹178.96 | ₹163.38 |
| 31 Aug 2025 | ₹204.76 | ₹196.71 | ₹171.76 |
| 29 Dec 2025 | ₹212.27 | ₹208.33 | ₹182.94 |
| 29 Apr 2026 | ₹211.10 | ₹211.09 | ₹183.86 |
| 28 Aug 2026 | ₹236.33 | ₹237.14 | ₹194.59 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
Invesco India Mid Cap Fund and WhiteOak Capital Mid Cap Fund share 14% of their equity book by weight.
Shared holdings — Invesco India Mid Cap Fund vs WhiteOak Capital Mid Cap Fund
| Stock | Invesco India Mid Cap Fund | WhiteOak Capital Mid Cap Fund | |
|---|---|---|---|
| The Federal Bank Ltd | 5.62% | 3.27% | 3.27% |
| Max Financial Services Ltd | 3.07% | 3.70% | 3.07% |
| Max Healthcare Institute Ltd | 4.33% | 1.42% | 1.42% |
| Phoenix Mills Ltd | 1.38% | 3.77% | 1.38% |
| FSN E-Commerce Ventures Ltd | 2.28% | 1.10% | 1.10% |
| Zomato Ltd | 3.98% | 0.96% | 0.96% |
| Aditya Infotech Ltd. | 2.70% | 0.70% | 0.70% |
| Sai Life Sciences Ltd. | 3.08% | 0.58% | 0.58% |
| Cholamandalam Financial Holdings Ltd | 1.38% | 0.35% | 0.35% |
| AU Small Finance Bank Ltd | 4.50% | 0.23% | 0.23% |
| Vishal Mega Mart Ltd. | 0.22% | 2.04% | 0.22% |
| ICICI Lombard General Insurance Company Ltd | 1.69% | 0.21% | 0.21% |
| Sobha Ltd | 0.37% | 0.19% | 0.19% |
| Krishna Institute Of Medical Sciences Ltd | 1.16% | 0.18% | 0.18% |
| Tube Investments Of India Ltd | 0.14% | 1.77% | 0.14% |
1 more stocks in common. 16 shared of 44 / 125 positions. Weights are shown as a share of each fund's equity book.
| Metric | Invesco · Direct NAV ₹245.07 Very High risk ★★★★☆ | WhiteOak Capital · Direct NAV ₹23.90 Very High risk ★★★★★ | Category median Mid Cap Fund · 34 funds |
|---|---|---|---|
| +13.12% | +18.39%Best in row | +12.11% | |
| +26.11%Best in row | +24.15% | +19.52% | |
| +21.82% | — | +17.57% | |
| +20.04% | — | +17.12% | |
| +21.28% | +24.21%Best in row | +19.33% | |
| +23.51% | +23.59% | — | |
| +21.49% | +26.68%Best in row | +20.60% | |
| +20.35% | — | +19.08% | |
| +20.72% | — | +18.53% | |
| Risk | |||
| 17.12% | 15.89%Best in row | 16.09% | |
| 1.15 | 1.11 | 0.80 | |
| 1.61Best in row | 1.52 | 1.12 | |
| -34.09% | -19.33%Best in row | -32.95% | |
| +7.04%Best in row | +6.30% | +2.51% | |
| 1.02 | 0.91 | 0.94 | |
| 120.3%Best in row | 107.1% | 98.6% | |
| 97.4% | 81.9%Best in row | 87.8% | |
| 0.77%Best in row | 0.97% | 0.96% | |
| ₹14,721Cr | ₹5,514Cr | ₹7,889Cr | |
| ₹100 | ₹500 | — | |
| 43% | 235% | 40% | |
| Aditya Khemani · 2.8y | Dheeresh Pathak · 2.4y | — | |
| 02 Jan 2013 | 08 Sep 2022 | — | |
| 44 | 125 | — | |
| 47.3% | 21.8% | — | |
| 0.6% | 1.8% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty Midcap 150
- Exit load
- Up to 1.00%
- Lock-in
- None
- Min SIP
- ₹100
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — Invesco India Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Over the last 3 years, Invesco India Mid Cap Fund returned +26.11% CAGR against WhiteOak Capital Mid Cap Fund's +24.15%, computed from AMFI NAV history. Past returns don't guarantee future performance.
Which fund is cheaper — Invesco India Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Invesco India Mid Cap Fund has the lower expense ratio: Invesco India Mid Cap Fund charges 0.77% a year against WhiteOak Capital Mid Cap Fund's 0.97%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — Invesco India Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Invesco India Mid Cap Fund has shown higher volatility (+17.12% annualized vs WhiteOak Capital Mid Cap Fund's +15.89%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: Invesco India Mid Cap Fund -20.07% vs WhiteOak Capital Mid Cap Fund -19.33%.
Which fund manages more money — Invesco India Mid Cap Fund or WhiteOak Capital Mid Cap Fund?
Invesco India Mid Cap Fund is the larger fund: Invesco India Mid Cap Fund manages ₹14,721Cr against WhiteOak Capital Mid Cap Fund's ₹5,514Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are Invesco India Mid Cap Fund and WhiteOak Capital Mid Cap Fund in the same category?
Yes — both are Mid Cap Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.