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NAVs as of 20 Aug 2026

WhiteOak Capital Mid Cap FundRegularHSBC Midcap FundRegularInvesco India Midcap FundRegularICICI Prudential MidCap FundRegular4 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.

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Growth of ₹100, sampled across the common period
Date	WhiteOak Capital Mid Cap Fund	HSBC Midcap Fund	Invesco India Midcap Fund	ICICI Prudential MidCap Fund	Nifty Midcap 150
28 Nov 2022	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
21 Mar 2023	₹92.24	₹95.21	₹93.15	₹92.71	₹94.03
13 Jul 2023	₹112.88	₹109.59	₹111.66	₹105.85	₹112.44
03 Nov 2023	₹122.28	₹122.06	₹118.04	₹112.04	₹123.23
25 Feb 2024	₹148.96	₹149.21	₹143.09	₹142.33	₹150.92
17 Jun 2024	₹164.55	₹174.74	₹167.49	₹168.53	₹172.11
09 Oct 2024	₹182.61	₹192.62	₹187.72	₹174.24	₹182.26
30 Jan 2025	₹166.56	₹163.56	₹168.51	₹154.79	₹162.27
23 May 2025	₹177.11	₹174.54	₹184.10	₹166.30	₹173.58
14 Sep 2025	₹188.97	₹188.27	₹200.11	₹175.78	₹179.34
05 Jan 2026	₹196.24	₹191.61	₹205.10	₹188.09	₹187.56
29 Apr 2026	₹195.21	₹202.77	₹199.04	₹195.47	₹184.70
20 Aug 2026	₹217.34	₹224.76	₹220.76	₹204.53	₹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	WhiteOak Capital Mid Cap Fund	HSBC Midcap Fund	Invesco India Midcap Fund	ICICI Prudential MidCap Fund
WhiteOak Capital Mid Cap Fund	·
HSBC Midcap Fund	·	·
Invesco India Midcap Fund	·	·	·
ICICI Prudential MidCap Fund	·	·	·	·

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

HSBC Midcap Fund and ICICI Prudential MidCap Fund share 25% of their equity book by weight.

Shared holdings — HSBC Midcap Fund vs ICICI Prudential MidCap Fund

Stocks held by both HSBC Midcap Fund and ICICI Prudential MidCap Fund, with each fund's weight and the weight they share.
Stock	HSBC Midcap Fund	ICICI Prudential MidCap Fund
Bharat Forge Ltd	3.22%	3.28%	3.22%
PB Fintech Ltd	3.80%	2.99%	2.99%
Apar Industries Ltd	2.58%	5.59%	2.58%
Nippon Life India Asset Management Ltd	2.41%	2.49%	2.41%
GE T&D India Ltd	4.02%	2.31%	2.31%
Hitachi Energy India Ltd	2.56%	2.10%	2.10%
Multi Commodity Exchange Of India Ltd	1.65%	4.58%	1.65%
Polycab India Ltd	1.23%	1.25%	1.23%
Kei Industries Ltd	1.20%	3.09%	1.20%
Navin Fluorine International Ltd	1.13%	1.91%	1.13%
BSE Ltd	0.97%	5.09%	0.97%
Lenskart Solutions Ltd.	3.88%	0.91%	0.91%
Jindal Steel & Power Ltd	0.60%	3.85%	0.60%
National Aluminium Company Ltd	0.49%	0.91%	0.49%
Schaeffler India Ltd	0.41%	1.55%	0.41%

9 more stocks in common. 24 shared of 81 / 80 positions. Weights are shown as a share of each fund's equity book.

WhiteOak Capital Mid Cap Fund, HSBC Midcap Fund, Invesco India Midcap Fund, ICICI Prudential MidCap Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Mid Cap Fund median.
Metric	WhiteOak Capital Mid Cap Fund WhiteOak Capital · Regular NAV ₹22.38 Very High risk ★★★★★	HSBC Midcap Fund HSBC · Regular NAV ₹474.16 Very High risk ★★★★☆	Invesco India Midcap Fund Invesco · Regular NAV ₹200.16 Very High risk ★★★★☆	ICICI Prudential MidCap Fund ICICI Prudential · Regular NAV ₹347.96 Very High risk ★★★☆☆	Category median Mid Cap Fund · 34 funds

	+15.10%	+20.14%Best in row	+8.71%	+15.79%	+8.71%
	+22.78%	+25.11%Best in row	+24.64%	+23.40%	+18.06%
	—	—	+20.38%Best in row	+18.51%	+16.16%
	—	—	+18.17%Best in row	+16.47%	+15.69%
	+22.40%	+24.28%Best in row	+16.72%	+13.71%	+16.93%
	+21.45%	+22.76%Best in row	+21.69%	+19.95%	—

	+24.73%	+25.01%Best in row	+19.07%	+15.36%	+19.07%
	—	—	+18.48%Best in row	+15.10%	+16.56%
	—	—	+17.97%Best in row	+15.30%	+16.43%
Risk
	15.88%Best in row	18.53%	17.12%	17.70%	16.23%
	1.02	1.00	1.06	0.95	0.74
	1.40	1.35	1.49Best in row	1.30	1.00
	-19.68%Best in row	-26.12%	-70.84%	-75.06%	-37.39%

	+4.97%	+6.25%Best in row	+5.64%	+4.68%	+0.94%
	0.90	1.03	1.02	1.00	0.94
	104.5%	114.1%	117.2%Best in row	106.5%	96.2%
	84.5%	90.1%	99.6%	85.1%	90.1%

	2.28%	2.27%	1.89%	1.84%Best in row	2.04%
	₹5,514Cr	₹13,701Cr	₹12,160Cr	₹7,594Cr	₹7,594Cr
	₹100	₹500	₹100	₹100	—
	₹500	₹5.00K	₹100	₹5.00K	—
	235%	7%	43%	75%	41%
	Dheeresh Pathak · 2.4y	Mayank Chaturvedi	Aditya Khemani · 2.8y	Lalit Kumar	—
	08 Sep 2022	28 Nov 2022	20 Apr 2007	02 Apr 2006	—

	125	81	44	80	—
	21.8%	37.0%	47.3%	38.0%	—
	1.8%	1.1%	0.6%	2.1%	—

3 rows carry the same value for every fund — show

Benchmark: Nifty Midcap 150
Exit load: Up to 1.00%
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.