HSBC Midcap Fund - Direct Growth vs Samco Mid Cap Fund - Direct Plan
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
HSBC Midcap Fund - Direct Growth appears stronger based on returns, boasting a 1Y return of 15.85% and a 3Y CAGR of 21.85%, compared to Samco Mid Cap Fund - Direct Plan's 1Y return of 4.1% and 3Y CAGR of 19.73%. However, this comes with a higher expense ratio of 1.09% versus Samco's 0.7%, which could impact net returns over time. For investors deciding between the two, HSBC offers higher potential returns but at a cost of higher expenses.
HSBC Midcap Fund - Direct Growth
HSBC Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | HSBC Midcap Fund - Dir... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹520.67 | ₹124.96 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 1.09% | 0.7% |
| AUM | ₹16,799 Cr | ₹19,230 Cr |
| 1M Return | -0.67% | +1.14% |
| 3M Return | -1.88% | -3.54% |
| 6M Return | +5.46% | +0.28% |
| 1Y Return | +15.85% | +4.1% |
| 3Y CAGR | +21.85% | +19.73% |
| 5Y CAGR | +17.68% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Venugopal Manghat | Harshad Patwardhan |