Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan vs Samco Mid Cap Fund - Direct Plan
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan appears stronger based on its higher star rating of 5, significantly better 1-year return of 4.1%, and impressive 3-year and 5-year CAGR of 19.73% and 16.91%, respectively, compared to Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan. However, this comes with a tradeoff as Aditya Birla Sun Life Midcap Fund has a higher expense ratio of 1.22% compared to Samco's 0.7%, which could impact net returns over time. Investors should consider the balance between higher potential returns and lower costs when choosing between these two funds.
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Aditya Birla Sun Life ... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹907.73 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 1.22% | 0.7% |
| AUM | ₹6,550 Cr | ₹19,230 Cr |
| 1M Return | -2.16% | +1.14% |
| 3M Return | -3.82% | -3.54% |
| 6M Return | +3.69% | +0.28% |
| 1Y Return | +2.43% | +4.1% |
| 3Y CAGR | +13.22% | +19.73% |
| 5Y CAGR | +11.53% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Jayesh Gandhi | Harshad Patwardhan |