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NAVs as of 20 Aug 2026

UTI - Mid Cap FundRegular · IDCWWhiteOak Capital Mid Cap FundRegular · IDCWEdelweiss Mid Cap FundRegular · IDCWJM Midcap FundRegular · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 25 Nov 2022 – 20 Aug 2026, limited by JM Midcap 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.

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Growth of ₹100, sampled across the common period
Date	UTI - Mid Cap Fund	WhiteOak Capital Mid Cap Fund	Edelweiss Mid Cap Fund	JM Midcap Fund	Nifty Midcap 150
25 Nov 2022	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
19 Mar 2023	₹93.05	₹92.56	₹94.85	₹97.83	₹95.07
10 Jul 2023	₹109.35	₹111.59	₹108.67	₹115.31	₹112.47
01 Nov 2023	₹115.02	₹120.38	₹116.47	₹125.69	₹121.78
23 Feb 2024	₹133.42	₹149.38	₹145.33	₹155.50	₹151.96
15 Jun 2024	₹153.21	₹165.02	₹170.80	₹189.85	₹173.30
07 Oct 2024	₹161.91	₹177.20	₹182.82	₹193.51	₹178.04
29 Jan 2025	₹145.90	₹166.88	₹171.31	₹175.65	₹163.12
22 May 2025	₹151.39	₹176.22	₹181.54	₹182.32	₹173.76
13 Sep 2025	₹158.57	₹189.50	₹190.46	₹194.68	₹180.58
05 Jan 2026	₹160.61	₹196.80	₹197.53	₹188.58	₹188.85
28 Apr 2026	₹156.15	₹196.19	₹194.87	₹190.11	₹186.05
20 Aug 2026	₹167.93	₹217.95	₹207.47	₹214.81	₹195.83

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	UTI - Mid Cap Fund	WhiteOak Capital Mid Cap Fund	Edelweiss Mid Cap Fund	JM Midcap Fund
UTI - Mid Cap Fund	·
WhiteOak Capital Mid Cap Fund	·	·
Edelweiss Mid Cap Fund	·	·	·
JM Midcap Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

UTI - Mid Cap Fund and Edelweiss Mid Cap Fund share 47% of their equity book by weight.

Shared holdings — UTI - Mid Cap Fund vs Edelweiss Mid Cap Fund

Stocks held by both UTI - Mid Cap Fund and Edelweiss Mid Cap Fund, with each fund's weight and the weight they share.
Stock	UTI - Mid Cap Fund	Edelweiss Mid Cap Fund
The Federal Bank Ltd	2.31%	4.02%	2.31%
BSE Ltd	2.09%	2.71%	2.09%
Coforge Ltd	2.26%	1.66%	1.66%
AU Small Finance Bank Ltd	1.89%	1.66%	1.66%
Marico Ltd	1.41%	2.31%	1.41%
APL Apollo Tubes Ltd	2.04%	1.38%	1.38%
Max Financial Services Ltd	2.04%	1.36%	1.36%
IDFC First Bank Ltd	1.32%	1.85%	1.32%
PB Fintech Ltd	2.58%	1.28%	1.28%
Persistent Systems Ltd	1.26%	1.29%	1.26%
Polycab India Ltd	2.32%	1.25%	1.25%
Phoenix Mills Ltd	2.11%	1.25%	1.25%
JK Cement Ltd	1.52%	1.24%	1.24%
Indian Bank	1.22%	1.60%	1.22%
Bharat Forge Ltd	1.21%	1.71%	1.21%

38 more stocks in common. 53 shared of 91 / 92 positions. Weights are shown as a share of each fund's equity book.

UTI - Mid Cap Fund, WhiteOak Capital Mid Cap Fund, Edelweiss Mid Cap Fund, JM Midcap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Mid Cap Fund median.
Metric	UTI - Mid Cap Fund UTI · Regular · IDCW NAV ₹152.09 Very High risk ★★★☆☆	WhiteOak Capital Mid Cap Fund WhiteOak Capital · Regular · IDCW NAV ₹22.38 Very High risk ★★★★★	Edelweiss Mid Cap Fund Edelweiss · Regular · IDCW NAV ₹63.77 Very High risk ★★★★★	JM Midcap Fund JM Financial · Regular · IDCW NAV ₹21.56 Very High risk ★★★★☆	Category median Mid Cap Fund · 33 funds

	+5.59%	+15.10%Best in row	+8.55%	+10.97%	+4.36%
	+13.78%	+22.78%Best in row	+22.28%	+19.73%	+14.16%
	+13.38%	—	+17.47%Best in row	—	+13.38%
	+11.54%	—	—	—	+7.79%
	+9.33%	+22.40%	+13.45%	+22.72%Best in row	+9.71%
	+13.01%	+21.45%Best in row	+18.83%	+18.17%	—

	+12.96%	+24.73%Best in row	+14.63%	+22.10%	+11.96%
	+12.80%	—	+15.02%Best in row	—	+10.86%
	+12.38%	—	—	—	+9.43%
Risk
	15.29%Best in row	15.88%	16.62%	17.82%	17.59%
	0.48	1.02Best in row	0.95	0.74	0.44
	0.65	1.40Best in row	1.29	1.00	0.61
	-68.43%	-19.68%Best in row	-54.42%	-23.08%	-47.34%

	-3.15%	+4.97%Best in row	+3.98%	+1.67%	-3.13%
	0.94	0.90	0.95	0.99	0.97
	89.1%	104.5%	103.8%	103.7%	91.4%
	101.4%	84.5%Best in row	86.8%	98.8%	102.1%

	1.96%	2.28%	1.90%Best in row	2.49%	2.04%
	₹11,737Cr	₹5,514Cr	₹16,310Cr	₹1,187Cr	₹9,315Cr
	1.00%	Up to 1.00%	Up to 1.00%	Up to 1.00%	—
	₹500	₹100	₹100	₹100	—
	₹5.00K	₹500	₹100	₹100	—
	25%	235%	40%	78%	41%
	Vishal Chopda	Dheeresh Pathak · 2.4y	Trideep Bhattacharya · 4.9y	Ruchi Fozdar	—
	03 Apr 2006	08 Sep 2022	28 Nov 2016	25 Nov 2022	—

	91	125	92	67	—
	22.2%	21.8%	22.4%	30.3%	—
	0.9%	1.8%	0.2%	1.2%	—

2 rows carry the same value for every fund — show

Benchmark: Nifty Midcap 150
Lock-in: None

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.