Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option 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 appears stronger based on its higher star rating of 5 and significantly better returns across all time frames, with a 1Y return of 4.1%, a 3Y CAGR of 19.73%, and a 5Y CAGR of 16.91%. However, it comes with a higher expense ratio of 0.7% compared to Nippon India Nifty Midcap 150 Index Fund's 0.42%, which could impact net returns over time. For investors deciding between these two funds, the choice may hinge on whether they prioritize higher potential returns or lower costs.
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Nippon India Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Nippon India Nifty Mid... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹24.38 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.42% | 0.7% |
| AUM | ₹2,675 Cr | ₹19,230 Cr |
| 1M Return | -7.71% | +1.14% |
| 3M Return | -8.16% | -3.54% |
| 6M Return | -4.98% | +0.28% |
| 1Y Return | -3.65% | +4.1% |
| 3Y CAGR | +12.22% | +19.73% |
| 5Y CAGR | +12.97% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Mehul Dama | Harshad Patwardhan |