HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan 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 demonstrates stronger performance metrics with a higher 1-year return of 4.1% and impressive 3-year CAGR of 19.73%, compared to HDFC NIFTY Midcap 150 Index Fund's -5.93% and 12.36%, respectively. However, this fund comes with a higher expense ratio of 0.7% versus HDFC's 0.4%, which may impact net returns over time. Investors should weigh the tradeoff between higher potential returns and higher costs when choosing between these two funds.
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan
HDFC Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | HDFC NIFTY Midcap 150 ... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹17.6 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.4% | 0.7% |
| AUM | ₹699 Cr | ₹19,230 Cr |
| 1M Return | -10.2% | +1.14% |
| 3M Return | -9.23% | -3.54% |
| 6M Return | -6.63% | +0.28% |
| 1Y Return | -5.93% | +4.1% |
| 3Y CAGR | +12.36% | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Arun Agarwal | Harshad Patwardhan |