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NAVs as of 20 Aug 2026

UTI - Mid Cap 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.

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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	₹93.33	₹93.12	₹95.31	₹98.45	₹95.07
10 Jul 2023	₹109.97	₹112.88	₹109.69	₹116.74	₹112.47
01 Nov 2023	₹116.00	₹122.41	₹118.08	₹128.00	₹121.78
23 Feb 2024	₹134.97	₹152.66	₹147.99	₹159.30	₹151.96
15 Jun 2024	₹155.45	₹169.45	₹174.66	₹195.58	₹173.30
07 Oct 2024	₹164.72	₹182.86	₹187.76	₹200.43	₹178.04
29 Jan 2025	₹148.83	₹173.02	₹176.67	₹182.85	₹163.12
22 May 2025	₹154.85	₹183.51	₹187.99	₹190.73	₹173.76
13 Sep 2025	₹162.62	₹198.21	₹198.03	₹204.66	₹180.58
05 Jan 2026	₹165.15	₹206.73	₹206.21	₹199.21	₹188.85
28 Apr 2026	₹160.98	₹206.91	₹204.20	₹201.75	₹186.05
20 Aug 2026	₹173.56	₹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	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 · Direct · IDCW NAV ₹177.81 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

	+6.47%	+16.61%Best in row	+9.90%	+12.66%	+6.29%
	+14.78%	+24.58%Best in row	+23.90%	+21.73%	+14.78%
	+14.42%	—	+19.59%Best in row	—	+13.99%
	+12.71%	—	—	—	+9.73%
	+15.53%	+24.29%	+17.28%	+24.85%Best in row	+15.68%
	+14.03%	+23.26%Best in row	+20.60%	+20.16%	—

	+15.38%	+26.66%Best in row	+19.35%	+24.20%	+16.53%
	+14.31%	—	+19.85%Best in row	—	+14.94%
	+14.56%	—	—	—	+12.00%
Risk
	15.29%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
	-45.16%	-19.33%Best in row	-45.28%	-22.54%	-36.26%

	-2.28%	+6.43%Best in row	+5.30%	+3.32%	-2.10%
	0.94	0.90	0.95	0.99	0.97
	91.0%	107.6%	106.7%	107.3%	93.0%
	99.8%	81.9%Best in row	84.4%	95.8%	95.9%

	1.15%	0.98%	0.72%Best in row	0.98%	0.95%
	₹11,737Cr	₹5,514Cr	₹16,310Cr	₹1,187Cr	₹7,889Cr
	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%	40%
	Vishal Chopda	Dheeresh Pathak · 2.4y	Trideep Bhattacharya · 4.9y	Ruchi Fozdar	—
	02 Jan 2013	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.