Samco Mid Cap Fund - Direct Plan vs Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan demonstrates stronger performance metrics with a 5-star rating and impressive long-term returns, including a 3-year CAGR of 19.73% and a 5-year CAGR of 16.91%. In contrast, Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth Option has a lower star rating of 2 and has shown a negative 1-year return of -3.08%, but it does have a lower expense ratio of 0.29%. Investors may find that while Samco offers higher returns, it comes with a slightly higher expense ratio of 0.7%, which could impact net gains. Ultimately, investors should weigh the trade-off between higher potential returns and expense costs when choosing between these two funds.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
Tata Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
Tata Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | Tata Nifty Midcap 150 ... |
|---|---|---|
| NAV | ₹124.96 | ₹10.09 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7% | 0.29% |
| AUM | ₹19,230 Cr | ₹317 Cr |
| 1M Return | +1.14% | -7.13% |
| 3M Return | -3.54% | -8.44% |
| 6M Return | +0.28% | -4.07% |
| 1Y Return | +4.1% | -3.08% |
| 3Y CAGR | +19.73% | — |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Kapil Menon |