JM 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
Samco Mid Cap Fund - Direct Plan appears stronger in terms of star rating and long-term returns, boasting a 5-star rating and a 3-year CAGR of 19.73%, compared to JM Midcap Fund's 4-star rating and 3-year CAGR of 18.26%. However, JM Midcap Fund offers a higher 1-year return of 8.36% versus Samco's 4.1%, but it comes with a higher expense ratio of 0.92% compared to Samco's 0.7%. For investors deciding between the two, consider whether you prioritize short-term gains or long-term performance and lower costs.
JM Midcap Fund (Direct) - Growth
JM Financial Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | JM Midcap Fund (Direct... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹21.94 | ₹124.96 |
| Star Rating | ★★★★ | ★★★★★ |
| Expense Ratio | 0.92% | 0.7% |
| AUM | ₹1,303 Cr | ₹19,230 Cr |
| 1M Return | -0.64% | +1.14% |
| 3M Return | -2.97% | -3.54% |
| 6M Return | +5.13% | +0.28% |
| 1Y Return | +8.36% | +4.1% |
| 3Y CAGR | +18.26% | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Satish Ramanathan | Harshad Patwardhan |