Kotak Nifty Midcap 150 ETF 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 significantly better performance with a 1-year return of 4.1%, alongside impressive 3-year and 5-year CAGR returns of 19.73% and 16.91%, respectively. In contrast, Kotak Nifty Midcap 150 ETF has a lower star rating of 2 and a negative 1-year return of -4.31%, but it offers a lower expense ratio of 0.4244% compared to Samco's 0.7%. Investors should consider the tradeoff between potentially higher returns with Samco Mid Cap Fund and its higher expense ratio versus the lower costs associated with Kotak Nifty Midcap 150 ETF.
Kotak Nifty Midcap 150 ETF
Kotak Mahindra Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Kotak Nifty Midcap 150... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹10.84 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.4244% | 0.7% |
| AUM | ₹46 Cr | ₹19,230 Cr |
| 1M Return | -4.55% | +1.14% |
| 3M Return | -8.07% | -3.54% |
| 6M Return | -4.96% | +0.28% |
| 1Y Return | -4.31% | +4.1% |
| 3Y CAGR | — | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen | Harshad Patwardhan |