Mid Cap Fund comparison
Invesco India Midcap Fund vs WhiteOak Capital Mid Cap Fund
Over the last 3 years, Invesco India Midcap Fund returned 19.9% a year versus 18.3% for WhiteOak Capital Mid Cap Fund. The category average was 13.0%. In its deepest fall over the same period, Invesco India Midcap Fund dropped 7.5% versus 6.7% for WhiteOak Capital Mid Cap Fund. Qonfido rates Invesco India Midcap Fund Premier and WhiteOak Capital Mid Cap Fund Premier within the Mid Cap Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
Invesco India Midcap Fund
Smaller worst fall
WhiteOak Capital Mid Cap Fund
Smoother ride (higher Sharpe)
About level
Head-to-head
Swap either fund or add a third to see how they line up.
Invesco India Midcap
Mid Cap Fund
2/4
rounds won
WhiteOak Capital Mid Cap
Mid Cap Fund
1/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- Invesco India Midcap
- WhiteOak Capital Mid Cap
Growth
Who grew money faster?
Average yearly return over the last 3 years.
19.9%✓18.3%Dip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-7.5%-6.7%✓Smooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
0.88✓0.85
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
Same tier
What matters most to you?
Quick take for “Balanced”
Invesco India Midcap comes out ahead — it grew money faster and gave a smoother ride for the return.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. Invesco India Midcap ends about ₹3.71 L ahead — that’s roughly 37 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | Invesco India Midcap Fund | WhiteOak Capital Mid Cap Fund |
|---|---|---|
| Qonfido rating | Premier | Premier |
| 3Y return (CAGR) | 19.9% | 18.3% |
| Worst fall (max drawdown) | 7.5% | 6.7% |
| Sharpe ratio (3Y) | 0.88 | 0.85 |
| Beta (3Y) | 0.92 | 0.98 |
| Fund size (AUM) | ₹8,191 Cr | ₹4,803 Cr |
| Category average 3Y return | 13.0% | |
Frequently asked questions
Which is better, Invesco India Midcap Fund or WhiteOak Capital Mid Cap Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Over the last 3 years, Invesco India Midcap Fund returned 19.9% a year versus 18.3% for WhiteOak Capital Mid Cap Fund. The category average was 13.0%. In its deepest fall over the same period, Invesco India Midcap Fund dropped 7.5% versus 6.7% for WhiteOak Capital Mid Cap Fund. Qonfido rates Invesco India Midcap Fund Premier and WhiteOak Capital Mid Cap Fund Premier within the Mid Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which has given higher returns, Invesco India Midcap Fund or WhiteOak Capital Mid Cap Fund?
Based on data as of 11 Oct 2026. Over the last 3 years, Invesco India Midcap Fund returned 19.9% a year versus 18.3% for WhiteOak Capital Mid Cap Fund. The category average was 13.0%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which is less risky, Invesco India Midcap Fund or WhiteOak Capital Mid Cap Fund?
Based on data as of 11 Oct 2026. In its deepest fall over the same period, Invesco India Midcap Fund dropped 7.5% versus 6.7% for WhiteOak Capital Mid Cap Fund. Sharpe ratio, a measure of return per unit of volatility, was 0.88 for Invesco India Midcap Fund and 0.85 for WhiteOak Capital Mid Cap Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.
What is the Qonfido rating of Invesco India Midcap Fund and WhiteOak Capital Mid Cap Fund?
Qonfido rates Invesco India Midcap Fund Premier and WhiteOak Capital Mid Cap Fund Premier within the Mid Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both Invesco India Midcap Fund and WhiteOak Capital Mid Cap Fund?
Both funds sit in the Mid Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.