Edelweiss Nifty Midcap150 Momentum 50 Index Fund - 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 appears stronger based on the metrics provided, boasting a higher star rating of 5 and significantly better returns over 1 year and 3 years, with a 1Y return of 4.1% and a 3Y CAGR of 19.73%, compared to Edelweiss Nifty Midcap150 Momentum 50 Index Fund's 1Y return of -6.63% and 3Y CAGR of 11.45%. However, Edelweiss Nifty Midcap150 Momentum 50 Index Fund has a slightly higher expense ratio at 0.78% compared to Samco's 0.7%, which may be a consideration for cost-conscious investors. For investors choosing between these two, the Samco Mid Cap Fund offers stronger performance metrics, albeit with a marginally lower expense ratio.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Edelweiss Nifty Midcap... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹16.78 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.78% | 0.7% |
| AUM | ₹1,728 Cr | ₹19,230 Cr |
| 1M Return | -10.71% | +1.14% |
| 3M Return | -7.71% | -3.54% |
| 6M Return | -7.82% | +0.28% |
| 1Y Return | -6.63% | +4.1% |
| 3Y CAGR | +11.45% | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Bhavesh Jain | Harshad Patwardhan |