Samco Mid Cap Fund - Direct Plan vs SBI MIDCAP FUND - DIRECT PLAN - GROWTH

Side-by-side comparison of NAV, returns, expense ratio and star rating.

TopFund Analysis

Samco Mid Cap Fund - Direct Plan appears stronger based on the metrics, boasting a higher star rating of 5 compared to SBI MIDCAP FUND's 2, as well as significantly better returns with a 1Y return of 4.1% and a 3Y CAGR of 19.73%, versus SBI's 0.26% and 9.76%, respectively. However, while Samco has a lower expense ratio of 0.7%, SBI has a larger AUM of ₹23282 Cr compared to Samco's ₹19230 Cr. For investors deciding between the two, Samco Mid Cap Fund - Direct Plan offers superior performance metrics, but those prioritizing AUM might consider SBI MIDCAP FUND.

Edelweiss Mutual Fund

Samco Mid Cap Fund - Direct Plan

Edelweiss Mutual Fund

★★★★★

Equity · Mid Cap

SBI Mutual Fund

SBI MIDCAP FUND - DIRECT PLAN - GROWTH

SBI Mutual Fund

★★★★★

Equity · Mid Cap

Metric Samco Mid Cap Fund - D... SBI MIDCAP FUND - DIRE...
NAV ₹124.96 ₹261.06
Star Rating ★★★★★ ★★
Expense Ratio 0.7% 1.01%
AUM ₹19,230 Cr ₹23,282 Cr
1M Return +1.14% -1.5%
3M Return -3.54% -5.37%
6M Return +0.28% -3.09%
1Y Return +4.1% +0.26%
3Y CAGR +19.73% +9.76%
5Y CAGR +16.91% +11.5%
Risk Level — —
Fund Manager Harshad Patwardhan Sohini Andani