Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option 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 appears stronger based on the provided metrics, boasting a higher 1-year return of 4.1% and a 3-year CAGR of 19.73%, compared to Axis Nifty Midcap 50 Index Fund's 1.36% and 13.47%, respectively. However, this comes with a tradeoff, as Samco has a higher expense ratio of 0.7% compared to Axis's 0.37%, which may impact net returns over time. For investors deciding between the two, the choice may hinge on whether they prioritize higher returns or lower costs.
Axis Nifty Midcap 50 Index Fund - Direct Plan - Growth Option
Axis Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Axis Nifty Midcap 50 I... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹20.63 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.37% | 0.7% |
| AUM | ₹731 Cr | ₹19,230 Cr |
| 1M Return | -3.48% | +1.14% |
| 3M Return | -5.63% | -3.54% |
| 6M Return | +1.04% | +0.28% |
| 1Y Return | +1.36% | +4.1% |
| 3Y CAGR | +13.47% | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Jinesh Gopani | Harshad Patwardhan |