Samco Mid Cap Fund - Direct Plan vs Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan appears stronger based on its performance metrics, boasting a 5-star rating and significantly higher returns over 1 year (4.1%), 3 years (19.73%), and 5 years (16.91%) compared to Tata Nifty Midcap 150 Momentum 50 Index Fund, which has a 1-star rating and negative 1-year returns (-6.97%). However, the Tata fund has a slightly higher expense ratio at 0.77% and a much smaller AUM of ₹1205 Cr, which may indicate lower investor confidence. For investors deciding between these funds, the Samco Mid Cap Fund offers better performance but with a slightly lower expense ratio, making it a more appealing option.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Tata Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | Tata Nifty Midcap 150 ... |
|---|---|---|
| NAV | ₹124.96 | ₹16.69 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7% | 0.77% |
| AUM | ₹19,230 Cr | ₹1,205 Cr |
| 1M Return | +1.14% | -10.72% |
| 3M Return | -3.54% | -7.73% |
| 6M Return | +0.28% | -8.19% |
| 1Y Return | +4.1% | -6.97% |
| 3Y CAGR | +19.73% | +10.93% |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Sailesh Jain |