PGIM India Midcap 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 - Direct Plan appears stronger across several metrics, boasting a higher 1-year return of 4.1% compared to PGIM India Midcap Fund's 2.62%, and significantly better 3-year and 5-year CAGR returns at 19.73% and 16.91%, respectively. Additionally, it has a higher star rating of 5 versus PGIM's 1, indicating better overall performance and management quality, though it has a slightly lower expense ratio of 0.7% compared to PGIM's 0.78%. Investors should consider the tradeoff between the higher returns and rating of Samco Mid Cap Fund against PGIM's larger AUM of ₹10,537 Cr, which may suggest more stability. Ultimately, for investors choosing between the two, Samco Mid Cap Fund offers stronger performance metrics, making it a compelling option.
PGIM India Midcap Fund - Direct Plan - Growth Option
PGIM India Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | PGIM India Midcap Fund... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹77.14 | ₹124.96 |
| Star Rating | ★ | ★★★★★ |
| Expense Ratio | 0.78% | 0.7% |
| AUM | ₹10,537 Cr | ₹19,230 Cr |
| 1M Return | +2.8% | +1.14% |
| 3M Return | -1.28% | -3.54% |
| 6M Return | +3.24% | +0.28% |
| 1Y Return | +2.62% | +4.1% |
| 3Y CAGR | +12.01% | +19.73% |
| 5Y CAGR | +9.79% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Kumaresh Ramakrishnan, Avinash Agarwal | Harshad Patwardhan |