KOTAK NIFTY MIDCAP 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 on the given metrics, boasting a 5-star rating and significantly higher returns over 1 year (4.1%), 3 years (19.73%), and 5 years (16.91%) compared to KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN-GROWTH, which has a 2-star rating and a 1-year return of -1.68%. However, this comes with a higher expense ratio of 0.7% for Samco compared to 0.4722% for Kotak. For investors choosing between these funds, the practical takeaway is to weigh the potential for higher returns against the higher cost associated with Samco Mid Cap Fund.
KOTAK NIFTY MIDCAP 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 50 ... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹10.15 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.4722% | 0.7% |
| AUM | ₹82 Cr | ₹19,230 Cr |
| 1M Return | -7.74% | +1.14% |
| 3M Return | -8.75% | -3.54% |
| 6M Return | -3.17% | +0.28% |
| 1Y Return | -1.68% | +4.1% |
| 3Y CAGR | — | +19.73% |
| 5Y CAGR | — | +16.91% |
| Risk Level | — | — |
| Fund Manager | Devender Singhal | Harshad Patwardhan |