Samco Mid Cap Fund - Direct Plan vs Sundaram Mid Cap 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 provided, with a higher 1-year return of 4.1% and superior 3-year and 5-year CAGR figures of 19.73% and 16.91%, respectively, compared to Sundaram Mid Cap Fund Direct Plan - Growth's 1.6%, 17.27%, and 15.81%. However, this comes with a lower expense ratio of 0.7% for Samco compared to 1.06% for Sundaram, indicating a tradeoff between slightly higher costs for Sundaram and better returns for Samco. Investors should consider that while Samco offers better performance metrics, it also has a higher asset base, which may suggest greater stability.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
Sundaram Mid Cap Fund Direct Plan - Growth
Sundaram Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | Sundaram Mid Cap Fund ... |
|---|---|---|
| NAV | ₹124.96 | ₹1588.01 |
| Star Rating | ★★★★★ | ★★★★ |
| Expense Ratio | 0.7% | 1.06% |
| AUM | ₹19,230 Cr | ₹13,854 Cr |
| 1M Return | +1.14% | +1.4% |
| 3M Return | -3.54% | -5.24% |
| 6M Return | +0.28% | -0.5% |
| 1Y Return | +4.1% | +1.6% |
| 3Y CAGR | +19.73% | +17.27% |
| 5Y CAGR | +16.91% | +15.81% |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | S Krishnakumar |