{"id":7213,"date":"2026-04-09T16:05:00","date_gmt":"2026-04-09T10:35:00","guid":{"rendered":"https:\/\/tradebrains.in\/money\/?p=7213"},"modified":"2026-04-09T13:23:52","modified_gmt":"2026-04-09T07:53:52","slug":"whiteoak-capital-vs-invesco-vs-nippon-india-which-mid-cap-fund-delivers-best-3-year-returns","status":"publish","type":"post","link":"https:\/\/tradebrains.in\/money\/whiteoak-capital-vs-invesco-vs-nippon-india-which-mid-cap-fund-delivers-best-3-year-returns\/","title":{"rendered":"WhiteOak Capital vs Invesco vs Nippon India: Which Mid-Cap Fund Delivers Best 3-Year Returns?"},"content":{"rendered":"\n
\n

Synopsis: <\/strong>The article evaluates three major mid-cap mutual funds, WhiteOak Capital, Invesco India, and Nippon India, by assessing their three-year performance and their expense ratio and their investment performance stability to determine which fund performs best in current market conditions.<\/em><\/p>\n<\/blockquote>\n\n\n\n

Mid-cap mutual funds invest in companies that exist between established large corporations and developing small-cap companies. The companies show strong growth potential, which results in high long-term returns because of their market volatility. Mid-cap funds serve as a vital tool for investors who maintain their investments during market fluctuations to build their wealth. Investors can build their investments progressively by using SIPs, which provide a structured method to manage market changes.<\/p>

\"scapia<\/a><\/div>\n\n\n\n

1. WhiteOak Capital Mid Cap Fund<\/a><\/strong><\/h2>\n\n\n\n
    \n
  • NAV: <\/strong>\u20b919.16<\/li>\n\n\n\n
  • AUM:<\/strong> \u20b94,694.85 Cr<\/li>\n\n\n\n
  • Expense Ratio:<\/strong> 0.57% <\/li>\n\n\n\n
  • Exit Load: <\/strong>1% (within 1 month)<\/li>\n\n\n\n
  • Performance Snapshot<\/strong>\n
      \n
    • 3-Year CAGR: <\/strong>25.4%<\/li>\n\n\n\n
    • 3-Year Absolute Return:<\/strong> 97.7%<\/li>\n<\/ul>\n<\/li>\n\n\n\n
    • Category Comparison (3-Year)<\/strong>\n
        \n
      • Fund 3-Year CAGR: <\/strong>25.4%<\/li>\n\n\n\n
      • Equity Mid Cap Category Average: <\/strong>21.6%<\/li>\n\n\n\n
      • Outperformance: <\/strong>+3.8 percentage points<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

        2. Invesco India Mid Cap Fund<\/a><\/strong><\/h2>\n\n\n\n
          \n
        • NAV: <\/strong>\u20b9193.53<\/li>\n\n\n\n
        • AUM:<\/strong> \u20b910,771.90 Cr<\/li>\n\n\n\n
        • Expense Ratio:<\/strong> 0.55%\u00a0<\/li>\n\n\n\n
        • Exit Load:<\/strong> 1% (within 1 year)<\/li>\n\n\n\n
        • Performance Snapshot<\/strong>\n
            \n
          • 3-Year CAGR: <\/strong>24.6%<\/li>\n\n\n\n
          • 3-Year Absolute Return:<\/strong> 93.9%<\/li>\n<\/ul>\n<\/li>\n\n\n\n
          • Category Comparison (3-Year)<\/strong>\n
              \n
            • Fund 3-Year CAGR:<\/strong> 24.6%<\/li>\n\n\n\n
            • Equity Mid Cap Category Average:<\/strong> 21.6%<\/li>\n\n\n\n
            • Outperformance:<\/strong> +3 percentage points<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n

              3. Nippon India Growth Mid Cap Fund<\/a><\/strong><\/h2>\n\n\n\n
                \n
              • NAV:<\/strong> \u20b94,275.09<\/li>\n\n\n\n
              • AUM:<\/strong> \u20b943,982.51 Cr<\/li>\n\n\n\n
              • Expense Ratio:<\/strong> 0.78%\u00a0<\/li>\n\n\n\n
              • Exit Load:<\/strong> 1% (within 1 month)<\/li>\n\n\n\n
              • Performance Snapshot<\/strong>\n
                  \n
                • 3-Year CAGR:<\/strong> 24.0%<\/li>\n\n\n\n
                • 3-Year Absolute Return:<\/strong> 90.8%<\/li>\n<\/ul>\n<\/li>\n\n\n\n
                • Category Comparison (3-Year)<\/strong>\n
                    \n
                  • Fund 3-Year CAGR:<\/strong> 24.0%<\/li>\n\n\n\n
                  • Equity Mid Cap Category Average:<\/strong> 21.6%<\/li>\n\n\n\n
                  • Outperformance: <\/strong>+2.4 percentage points<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n
                    \n

                    Also read:<\/strong> Motilal Oswal ELSS Tax Saver Fund vs SBI ELSS Tax Saver Fund: Which Fund Offers Better Returns in 3 Years?<\/a><\/p>\n<\/blockquote>\n\n\n\n

                    Example:<\/strong> Mid-Cap Mutual Funds Comparison (SIP: \u20b95,000\/month for 3 Years)<\/strong><\/p>\n\n\n\n

                    Features<\/strong><\/td>WhiteOak Capital Mid Cap Fund<\/strong><\/td>Invesco India Mid Cap Fund<\/strong><\/td>Nippon India Growth Mid Cap Fund<\/strong><\/td><\/tr>
                    3-Year CAGR<\/strong><\/td>25.4%<\/td>24.6%<\/td>24.0%<\/td><\/tr>
                    Total Invested<\/strong><\/td>\u20b91,80,000<\/td>\u20b91,80,000<\/td>\u20b91,80,000<\/td><\/tr>
                    Estimated Value<\/strong><\/td>\u20b92,60,087<\/td>\u20b92,57,260<\/td>\u20b92,55,154<\/td><\/tr>
                    Approximate Profit<\/strong><\/td>\u20b980,087<\/td>\u20b977,260<\/td>\u20b975,154<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

                    Note: <\/strong>This SIP table is an illustrative example to show how similar CAGR differences translate into wealth creation over a 3-year period. Actual returns may vary depending on market conditions and investment timing. For reference, readers can check the <\/em>Groww SIP calculator <\/em><\/a>\u00a0for more detailed projections<\/em>. <\/p>