Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan 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 returns over 1 year (4.1% vs -2.86%), 3 years (19.73% vs 12.75%), and 5 years (16.91% vs 13.2%). However, it comes with a higher expense ratio of 0.7% compared to Motilal Oswal Nifty Midcap 150 Index Fund's 0.39%, which could impact net returns over time. Investors should consider the balance between the higher performance of Samco Mid Cap Fund and its expense ratio when making a choice.
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan
Motilal Oswal Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Motilal Oswal Nifty Mi... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹38.49 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.39% | 0.7% |
| AUM | ₹3,994 Cr | ₹19,230 Cr |
| 1M Return | -7.09% | +1.14% |
| 3M Return | -8.41% | -3.54% |
| 6M Return | -4.0% | +0.28% |
| 1Y Return | -2.86% | +4.1% |
| 3Y CAGR | +12.75% | +19.73% |
| 5Y CAGR | +13.2% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Swapnil P Mayekar | Harshad Patwardhan |