BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan 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 the metrics provided, boasting a higher star rating of 5 compared to BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth's 2, along with superior returns across all timeframes, including a 1Y return of 4.1% versus -1.38% and a 5Y CAGR of 16.91% compared to 10.91%. However, this comes with a tradeoff as the Samco fund has a significantly larger AUM of ₹19230 Cr, which may indicate a more established fund but could also mean less flexibility in investment strategies. For investors choosing between them, Samco Mid Cap Fund - Direct Plan offers better performance and lower expenses, making it a more appealing option.
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
Bank of India Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | BANK OF INDIA Mid Cap ... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹10.01 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 1.37% | 0.7% |
| AUM | ₹729 Cr | ₹19,230 Cr |
| 1M Return | -3.38% | +1.14% |
| 3M Return | -3.0% | -3.54% |
| 6M Return | -1.48% | +0.28% |
| 1Y Return | -1.38% | +4.1% |
| 3Y CAGR | +14.47% | +19.73% |
| 5Y CAGR | +10.91% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Alok Singh | Harshad Patwardhan |