Kotak Midcap 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 - Direct Plan appears stronger based on its higher star rating of 5 and superior returns, particularly in the 1-year and 3-year CAGR metrics, where it outperforms Kotak Midcap Fund - Direct Plan - Growth. However, this comes with a tradeoff of a higher expense ratio at 0.7% compared to Kotak's 0.5442%, and a significantly lower AUM of ₹19230 Cr versus Kotak's ₹66613 Cr. Investors should consider their priorities between higher potential returns and expense efficiency when choosing between these funds.
Kotak Midcap Fund - Direct Plan - Growth
Kotak Mahindra Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Kotak Midcap Fund - Di... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹162.68 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.5442% | 0.7% |
| AUM | ₹66,613 Cr | ₹19,230 Cr |
| 1M Return | +0.63% | +1.14% |
| 3M Return | -5.69% | -3.54% |
| 6M Return | -1.39% | +0.28% |
| 1Y Return | +2.41% | +4.1% |
| 3Y CAGR | +15.97% | +19.73% |
| 5Y CAGR | +15.18% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Pankaj Tibrewal | Harshad Patwardhan |