Compare

NAVs as of 20 Aug 2026

SBI Midcap FundDirect · IDCWWhiteOak Capital Mid Cap FundDirect · IDCWEdelweiss Mid Cap FundDirect · IDCWJM Midcap FundDirect · 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.

View as table

Growth of ₹100, sampled across the common period
Date	SBI Midcap 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	₹96.43	₹93.12	₹95.31	₹98.45	₹95.07
10 Jul 2023	₹114.08	₹112.88	₹109.69	₹116.74	₹112.47
01 Nov 2023	₹119.32	₹122.41	₹118.08	₹128.00	₹121.78
23 Feb 2024	₹138.22	₹152.66	₹147.99	₹159.30	₹151.96
15 Jun 2024	₹159.28	₹169.45	₹174.66	₹195.58	₹173.30
07 Oct 2024	₹163.63	₹182.86	₹187.76	₹200.43	₹178.04
29 Jan 2025	₹153.98	₹173.02	₹176.67	₹182.85	₹163.12
22 May 2025	₹160.30	₹183.51	₹187.99	₹190.73	₹173.76
13 Sep 2025	₹158.90	₹198.21	₹198.03	₹204.66	₹180.58
05 Jan 2026	₹166.24	₹206.73	₹206.21	₹199.21	₹188.85
28 Apr 2026	₹164.25	₹206.91	₹204.20	₹201.75	₹186.05
20 Aug 2026	₹169.82	₹230.76	₹218.21	₹229.04	₹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	SBI Midcap Fund	WhiteOak Capital Mid Cap Fund	Edelweiss Mid Cap Fund	JM Midcap Fund
SBI Midcap 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.

Edelweiss Mid Cap Fund and JM Midcap Fund share 34% of their equity book by weight.

Shared holdings — Edelweiss Mid Cap Fund vs JM Midcap Fund

Stocks held by both Edelweiss Mid Cap Fund and JM Midcap Fund, with each fund's weight and the weight they share.
Stock	Edelweiss Mid Cap Fund	JM Midcap Fund
BSE Ltd	2.71%	2.42%	2.42%
Marico Ltd	2.31%	3.02%	2.31%
IDFC First Bank Ltd	1.85%	2.24%	1.85%
Bharat Forge Ltd	1.71%	3.57%	1.71%
Coforge Ltd	1.66%	2.04%	1.66%
Indian Bank	1.60%	1.69%	1.60%
Bharat Heavy Electricals Ltd	1.95%	1.55%	1.55%
Cummins India Ltd	1.53%	2.55%	1.53%
AU Small Finance Bank Ltd	1.66%	1.40%	1.40%
Ashok Leyland Ltd	1.34%	1.84%	1.34%
JK Cement Ltd	1.24%	2.00%	1.24%
PB Fintech Ltd	1.28%	1.21%	1.21%
Lupin Ltd	1.19%	1.48%	1.19%
Indus Towers Ltd	1.38%	1.17%	1.17%
Fortis Healthcare Ltd	2.34%	1.14%	1.14%

14 more stocks in common. 29 shared of 92 / 67 positions. Weights are shown as a share of each fund's equity book.

SBI Midcap 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	SBI Midcap Fund SBI · Direct · IDCW NAV ₹155.84 Very High risk ★★★☆☆	WhiteOak Capital Mid Cap Fund WhiteOak Capital · Direct · IDCW NAV ₹23.78 Very High risk ★★★★★	Edelweiss Mid Cap Fund Edelweiss · Direct · IDCW NAV ₹95.44 Very High risk ★★★★★	JM Midcap Fund JM Financial · Direct · IDCW NAV ₹23.00 Very High risk ★★★★☆	Category median Mid Cap Fund · 32 funds

	+6.29%	+16.61%Best in row	+9.90%	+12.66%	+6.29%
	+13.75%	+24.58%Best in row	+23.90%	+21.73%	+14.78%
	+15.70%	—	+19.59%Best in row	—	+13.99%
	+13.84%	—	—	—	+9.73%
	+15.65%	+24.29%	+17.28%	+24.85%Best in row	+15.68%
	+12.84%	+23.26%Best in row	+20.60%	+20.16%	—

	+16.53%	+26.66%Best in row	+19.35%	+24.20%	+16.53%
	+15.57%	—	+19.85%Best in row	—	+14.94%
	+15.59%	—	—	—	+12.00%
Risk
	13.38%Best in row	15.88%	16.63%	17.82%	16.93%
	0.54	1.14Best in row	1.05	0.85	0.53
	0.73	1.56Best in row	1.43	1.15	0.73
	-46.01%	-19.33%Best in row	-45.28%	-22.54%	-36.26%

	-2.79%	+6.43%Best in row	+5.30%	+3.32%	-2.10%
	0.85	0.90	0.95	0.99	0.97
	78.6%	107.6%	106.7%	107.3%	93.0%
	83.8%	81.9%Best in row	84.4%	95.8%	95.9%

	0.98%	0.98%	0.72%Best in row	0.98%	0.95%
	₹22,745Cr	₹5,514Cr	₹16,310Cr	₹1,187Cr	₹7,889Cr
	Up to 0.25%	Up to 1.00%	Up to 1.00%	Up to 1.00%	—
	₹500	₹100	₹100	₹100	—
	₹5.00K	₹500	₹100	₹100	—
	33%	235%	40%	78%	40%
	Pradeep Kesavan · 2.7y	Dheeresh Pathak · 2.4y	Trideep Bhattacharya · 4.9y	Ruchi Fozdar	—
	02 Jan 2013	08 Sep 2022	28 Nov 2016	25 Nov 2022	—

	55	125	92	67	—
	27.5%	21.8%	22.4%	30.3%	—
	0.8%	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.