JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option 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 stands out with a higher star rating of 5 and significantly better returns, boasting a 1-year return of 4.1% and impressive 3-year and 5-year CAGRs of 19.73% and 16.91%, respectively. However, it comes with a higher expense ratio of 0.7% compared to JioBlackRock Nifty Midcap 150 Index Fund's 0.4%, which may affect net returns over time. For investors weighing their options, Samco Mid Cap Fund offers stronger performance metrics but at a higher cost.
JioBlackRock Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
JioBlackRock Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | JioBlackRock Nifty Mid... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹9.99 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.4% | 0.7% |
| AUM | ₹266 Cr | ₹19,230 Cr |
| 1M Return | -7.12% | +1.14% |
| 3M Return | -8.46% | -3.54% |
| 6M Return | -4.09% | +0.28% |
| 1Y Return | -2.97% | +4.1% |
| 3Y CAGR | — | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Haresh Mehta | Harshad Patwardhan |