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NAVs as of 20 Aug 2026

ITI 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	ITI 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	₹94.80	₹93.12	₹95.31	₹98.45	₹95.07
10 Jul 2023	₹110.78	₹112.88	₹109.69	₹116.74	₹112.47
01 Nov 2023	₹118.62	₹122.41	₹118.08	₹128.00	₹121.78
23 Feb 2024	₹157.94	₹152.66	₹147.99	₹159.30	₹151.96
15 Jun 2024	₹180.71	₹169.45	₹174.66	₹195.58	₹173.30
07 Oct 2024	₹182.66	₹182.86	₹187.76	₹200.43	₹178.04
29 Jan 2025	₹165.13	₹173.02	₹176.67	₹182.85	₹163.12
22 May 2025	₹175.17	₹183.51	₹187.99	₹190.73	₹173.76
13 Sep 2025	₹181.43	₹198.21	₹198.03	₹204.66	₹180.58
05 Jan 2026	₹194.63	₹206.73	₹206.21	₹199.21	₹188.85
28 Apr 2026	₹182.90	₹206.91	₹204.20	₹201.75	₹186.05
20 Aug 2026	₹198.12	₹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	ITI Mid Cap Fund	WhiteOak Capital Mid Cap Fund	Edelweiss Mid Cap Fund	JM Midcap Fund
ITI 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.

ITI Mid Cap Fund and Edelweiss Mid Cap Fund share 49% of their equity book by weight.

Shared holdings — ITI Mid Cap Fund vs Edelweiss Mid Cap Fund

Stocks held by both ITI Mid Cap Fund and Edelweiss Mid Cap Fund, with each fund's weight and the weight they share.
Stock	ITI Mid Cap Fund	Edelweiss Mid Cap Fund
The Federal Bank Ltd	3.12%	4.02%	3.12%
Solar Industries India Ltd	2.63%	2.24%	2.24%
BSE Ltd	1.91%	2.71%	1.91%
Marico Ltd	1.72%	2.31%	1.72%
Radico Khaitan Ltd	1.71%	1.75%	1.71%
AU Small Finance Bank Ltd	1.68%	1.66%	1.66%
IDFC First Bank Ltd	1.64%	1.85%	1.64%
Bharat Heavy Electricals Ltd	1.58%	1.95%	1.58%
Cummins India Ltd	1.78%	1.53%	1.53%
Bharat Forge Ltd	1.45%	1.71%	1.45%
Ashok Leyland Ltd	1.34%	1.34%	1.34%
Fortis Healthcare Ltd	1.34%	2.34%	1.34%
GE T&D India Ltd	1.29%	1.49%	1.29%
Max Healthcare Institute Ltd	1.29%	1.58%	1.29%
PB Fintech Ltd	1.50%	1.28%	1.28%

28 more stocks in common. 43 shared of 88 / 92 positions. Weights are shown as a share of each fund's equity book.

ITI 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	ITI Mid Cap Fund ITI · Direct · IDCW NAV ₹24.10 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

	+8.85%	+16.61%Best in row	+9.90%	+12.66%	+6.29%
	+19.83%	+24.58%Best in row	+23.90%	+21.73%	+14.78%
	+16.34%	—	+19.59%Best in row	—	+13.99%
	+17.53%	+24.29%	+17.28%	+24.85%Best in row	+15.68%
	+17.39%	+23.26%Best in row	+20.60%	+20.16%	—

	+23.33%	+26.66%Best in row	+19.35%	+24.20%	+16.53%
	+16.23%	—	+19.85%Best in row	—	+14.94%
Risk
	18.38%	15.88%Best in row	16.63%	17.82%	16.93%
	0.72	1.14Best in row	1.05	0.85	0.53
	0.95	1.56Best in row	1.43	1.15	0.73
	-22.66%	-19.33%Best in row	-45.28%	-22.54%	-36.26%

	+1.39%	+6.43%Best in row	+5.30%	+3.32%	-2.10%
	1.03	0.90	0.95	0.99	0.97
	102.5%	107.6%	106.7%	107.3%	93.0%
	95.9%	81.9%Best in row	84.4%	95.8%	95.9%

	0.94%	0.98%	0.72%Best in row	0.98%	0.95%
	₹1,370Cr	₹5,514Cr	₹16,310Cr	₹1,187Cr	₹7,889Cr
	0.50%	Up to 1.00%	Up to 1.00%	Up to 1.00%	—
	₹500	₹100	₹100	₹100	—
	₹5.00K	₹500	₹100	₹100	—
	85%	235%	40%	78%	40%
	Rohan Korde · 4.3y	Dheeresh Pathak · 2.4y	Trideep Bhattacharya · 4.9y	Ruchi Fozdar	—
	10 Mar 2021	08 Sep 2022	28 Nov 2016	25 Nov 2022	—

	88	125	92	67	—
	18.9%	21.8%	22.4%	30.3%	—
	2.5%	1.8%	0.2%	1.2%	—

4 rows carry the same value for every fund — show

10Y return (CAGR): —
10Y rolling avg: —
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.