Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth 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 and superior returns, with a 1Y return of 4.1%, 3Y CAGR of 19.73%, and 5Y CAGR of 16.91%, compared to Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth's 1Y return of -5.89%, 3Y CAGR of 12.57%, and 5Y CAGR of 12.6%. However, this comes with a higher expense ratio of 0.7% compared to Aditya Birla's 0.49%, which could impact net returns over time. Investors should weigh the potential for higher returns against the increased cost when choosing between these two funds.
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth
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 | ₹23.3 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.49% | 0.7% |
| AUM | ₹468 Cr | ₹19,230 Cr |
| 1M Return | -10.21% | +1.14% |
| 3M Return | -9.25% | -3.54% |
| 6M Return | -6.66% | +0.28% |
| 1Y Return | -5.89% | +4.1% |
| 3Y CAGR | +12.57% | +19.73% |
| 5Y CAGR | +12.6% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Lovelish Solanki | Harshad Patwardhan |