DSP Nifty Midcap 150 Quality 50 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 significantly better returns, with a 1-year return of 4.1% and a 3-year CAGR of 19.73%, compared to DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth's 1-year return of -8.39% and 3-year CAGR of 6.39%. However, this comes with a tradeoff of a higher expense ratio at 0.7% versus DSP's 0.45%, which may impact net returns over time. For investors choosing between these funds, the Samco Mid Cap Fund offers better performance but at a slightly higher cost.
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
DSP Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | DSP Nifty Midcap 150 Q... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹13.63 | ₹124.96 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.45% | 0.7% |
| AUM | ₹397 Cr | ₹19,230 Cr |
| 1M Return | -5.68% | +1.14% |
| 3M Return | -7.21% | -3.54% |
| 6M Return | -5.22% | +0.28% |
| 1Y Return | -8.39% | +4.1% |
| 3Y CAGR | +6.39% | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Anil Ghelani | Harshad Patwardhan |