Compare

NAVs as of 20 Aug 2026

HDFC Mid Cap FundDirectHSBC Midcap FundDirectInvesco India Midcap FundDirectWhiteOak Capital Mid Cap FundDirect4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 28 Nov 2022 – 20 Aug 2026, limited by HSBC 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.

View as table

Growth of ₹100, sampled across the common period
Date	HDFC Mid Cap Fund	HSBC Midcap Fund	Invesco India Midcap Fund	WhiteOak Capital Mid Cap Fund	Nifty Midcap 150
28 Nov 2022	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
21 Mar 2023	₹95.90	₹95.53	₹93.54	₹92.80	₹94.03
13 Jul 2023	₹116.90	₹110.34	₹112.56	₹114.18	₹112.44
03 Nov 2023	₹127.01	₹123.30	₹119.46	₹124.33	₹123.23
25 Feb 2024	₹154.36	₹151.22	₹145.39	₹152.20	₹150.92
17 Jun 2024	₹175.04	₹177.68	₹170.83	₹168.94	₹172.11
09 Oct 2024	₹187.04	₹196.53	₹192.23	₹188.42	₹182.26
30 Jan 2025	₹172.65	₹167.42	₹173.21	₹172.67	₹162.27
23 May 2025	₹184.09	₹179.25	₹189.94	₹184.41	₹173.58
14 Sep 2025	₹192.17	₹193.96	₹207.21	₹197.62	₹179.34
05 Jan 2026	₹202.25	₹198.07	₹213.17	₹206.11	₹187.56
29 Apr 2026	₹195.96	₹210.29	₹207.64	₹205.84	₹184.70
20 Aug 2026	₹210.97	₹233.87	₹231.09	₹230.07	₹194.49

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	HDFC Mid Cap Fund	HSBC Midcap Fund	Invesco India Midcap Fund	WhiteOak Capital Mid Cap Fund
HDFC Mid Cap Fund	·
HSBC Midcap Fund	·	·
Invesco India Midcap Fund	·	·	·
WhiteOak Capital Mid Cap Fund	·	·	·	·

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

HDFC Mid Cap Fund and WhiteOak Capital Mid Cap Fund share 31% of their equity book by weight.

Shared holdings — HDFC Mid Cap Fund vs WhiteOak Capital Mid Cap Fund

Stocks held by both HDFC Mid Cap Fund and WhiteOak Capital Mid Cap Fund, with each fund's weight and the weight they share.
Stock	HDFC Mid Cap Fund	WhiteOak Capital Mid Cap Fund
Max Financial Services Ltd	4.45%	3.70%	3.70%
The Federal Bank Ltd	4.54%	3.27%	3.27%
Fortis Healthcare Ltd	3.33%	2.95%	2.95%
Vishal Mega Mart Ltd.	2.87%	2.04%	2.04%
Marico Ltd	2.73%	1.96%	1.96%
AIA Engineering Ltd	1.82%	1.92%	1.82%
PB Fintech Ltd	1.66%	2.73%	1.66%
Alkem Laboratories Ltd	1.90%	1.63%	1.63%
Ipca Laboratories Ltd	3.31%	1.50%	1.50%
Gland Pharma Ltd	1.69%	1.10%	1.10%
Cummins India Ltd	2.74%	1.06%	1.06%
Coromandel International Ltd	1.15%	1.01%	1.01%
Zomato Ltd	1.14%	0.96%	0.96%
Hindustan Petroleum Corporation Ltd	2.47%	0.86%	0.86%
Indian Bank	3.24%	0.85%	0.85%

14 more stocks in common. 29 shared of 76 / 125 positions. Weights are shown as a share of each fund's equity book.

HDFC Mid Cap Fund, HSBC Midcap Fund, Invesco India Midcap Fund, WhiteOak Capital Mid Cap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Mid Cap Fund median.
Metric	HDFC Mid Cap Fund HDFC · Direct NAV ₹236.42 Very High risk ★★★★☆	HSBC Midcap Fund HSBC · Direct NAV ₹542.11 Very High risk ★★★★☆	Invesco India Midcap Fund Invesco · Direct NAV ₹243.64 Very High risk ★★★★☆	WhiteOak Capital Mid Cap Fund WhiteOak Capital · Direct NAV ₹23.78 Very High risk ★★★★★	Category median Mid Cap Fund · 34 funds

	+10.05%	+21.43%Best in row	+9.98%	+16.61%	+9.87%
	+20.27%	+26.45%Best in row	+26.16%	+24.58%	+19.74%
	+21.43%	—	+21.93%Best in row	—	+17.84%
	+17.87%	—	+19.89%Best in row	—	+17.01%
	+20.41%	+25.61%Best in row	+21.21%	+24.29%	+19.29%
	+20.15%	+24.09%Best in row	+23.21%	+23.26%	—

	+21.15%	+26.34%	+21.45%	+26.65%Best in row	+20.53%
	+19.54%	—	+20.35%Best in row	—	+19.07%
	+20.27%	—	+20.71%Best in row	—	+18.49%
Risk
	15.03%Best in row	18.55%	17.14%	15.90%	16.20%
	0.92	1.07	1.15	1.14	0.83
	1.24	1.45	1.62Best in row	1.56	1.14
	-39.51%	-25.96%	-34.09%	-19.33%Best in row	-32.95%

	+3.29%	+7.31%Best in row	+6.85%	+6.43%	+2.33%
	0.83	1.03	1.02	0.90	0.94
	93.1%	116.4%	119.9%Best in row	107.6%	98.4%
	76.2%Best in row	88.2%	97.4%	81.9%	87.8%

	0.75%Best in row	1.20%	0.77%	0.98%	0.97%
	₹96,040Cr	₹13,701Cr	₹12,160Cr	₹5,514Cr	₹7,594Cr
	1.00%	Up to 1.00%	Up to 1.00%	Up to 1.00%	—
	₹100	₹500	₹100	₹100	—
	₹100	₹5.00K	₹100	₹500	—
	13%	7%	43%	235%	40%
	Dhruv Muchhal	Mayank Chaturvedi	Aditya Khemani · 2.8y	Dheeresh Pathak · 2.4y	—
	01 Jan 2013	28 Nov 2022	02 Jan 2013	08 Sep 2022	—

	76	81	44	125	—
	32.6%	37.0%	47.3%	21.8%	—
	7.9%	1.1%	0.6%	1.8%	—

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.