KOTAK NIFTY MIDCAP 150 INDEX 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 the metrics provided, showcasing a significantly higher 1-year return of 4.1% compared to KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH's -1.11%, along with impressive 3-year and 5-year CAGR figures of 19.73% and 16.91%, respectively. However, this comes with a higher expense ratio of 0.7% compared to Kotak's 0.4244%, which may affect net returns over time. For investors deciding between these funds, the choice hinges on prioritizing higher returns and a better star rating with Samco, or opting for a lower expense ratio with Kotak.
KOTAK NIFTY MIDCAP 150 INDEX 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 NIFTY MIDCAP 150... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹11.06 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.4244% | 0.7% |
| AUM | ₹46 Cr | ₹19,230 Cr |
| 1M Return | -6.14% | +1.14% |
| 3M Return | -6.3% | -3.54% |
| 6M Return | -2.25% | +0.28% |
| 1Y Return | -1.11% | +4.1% |
| 3Y CAGR | — | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Abhishek Bisen | Harshad Patwardhan |