Kotak Nifty Midcap 150 Momentum 50 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 its impressive 1-year return of 4.1% and a solid 3-year CAGR of 19.73%, compared to Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth's 1-year return of -8.09% and lack of longer-term return data. However, investors should note that while Samco has a higher AUM of ₹19230 Cr, it also has a slightly higher expense ratio at 0.7% compared to Kotak's 0.6515%. For investors deciding between these two funds, the choice may hinge on a preference for higher returns and a better star rating versus a lower expense ratio.
Kotak Nifty Midcap 150 Momentum 50 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 | ₹8.59 | ₹124.96 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.6515% | 0.7% |
| AUM | ₹446 Cr | ₹19,230 Cr |
| 1M Return | -10.71% | +1.14% |
| 3M Return | -7.7% | -3.54% |
| 6M Return | -8.02% | +0.28% |
| 1Y Return | -8.09% | +4.1% |
| 3Y CAGR | — | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Devender Singhal | Harshad Patwardhan |