Samco Mid Cap Fund - Direct Plan vs SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan stands out with a higher star rating of 5 and significantly better returns, particularly a 3-year CAGR of 19.73% compared to SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth's 12.67%. However, this comes with a higher expense ratio of 0.7% versus 0.52% for SBI's fund, which may impact net returns over time. For investors choosing between them, the Samco fund offers stronger performance but at a higher cost, while the SBI fund has lower expenses but weaker returns.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth
SBI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | SBI Nifty Midcap 150 I... |
|---|---|---|
| NAV | ₹124.96 | ₹18.75 |
| Star Rating | ★★★★★ | ★★★ |
| Expense Ratio | 0.7% | 0.52% |
| AUM | ₹19,230 Cr | ₹1,239 Cr |
| 1M Return | +1.14% | -6.15% |
| 3M Return | -3.54% | -6.32% |
| 6M Return | +0.28% | -2.24% |
| 1Y Return | +4.1% | -0.98% |
| 3Y CAGR | +19.73% | +12.67% |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Harsh Sethi |