Samco Mid Cap Fund - Direct Plan vs WhiteOak Capital Mid Cap Fund Direct Plan Growth
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
WhiteOak Capital Mid Cap Fund Direct Plan Growth shows stronger short-term performance with a 1-year return of 8.62% compared to Samco Mid Cap Fund's 4.1%, and also boasts a higher 3-year CAGR of 20.89% versus 19.73%. However, it comes with a higher expense ratio of 0.95% compared to Samco's 0.7%, and has a smaller AUM of ₹8399 Cr. Investors should consider the tradeoff between potentially higher short-term returns and the associated costs when choosing between these two funds.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
WhiteOak Capital Mid Cap Fund Direct Plan Growth
WhiteOak Capital Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | WhiteOak Capital Mid C... |
|---|---|---|
| NAV | ₹124.96 | ₹22.88 |
| Star Rating | ★★★★★ | ★★★★★ |
| Expense Ratio | 0.7% | 0.95% |
| AUM | ₹19,230 Cr | ₹8,399 Cr |
| 1M Return | +1.14% | +0.7% |
| 3M Return | -3.54% | -2.22% |
| 6M Return | +0.28% | +5.38% |
| 1Y Return | +4.1% | +8.62% |
| 3Y CAGR | +19.73% | +20.89% |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Trupti Agrawal |