ITI Large & Midcap Fund - Direct Plan - Growth vs Samco Mid Cap Fund - Direct Plan
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 compared to ITI Large & Midcap Fund - Direct Plan - Growth's rating of 3, indicating a stronger overall performance in the eyes of analysts. However, while Samco offers better long-term returns with a 3Y CAGR of 19.73% and a 5Y CAGR of 16.91%, it has a lower 1Y return of 4.1% compared to ITI's 7.48%. Additionally, Samco has a slightly lower expense ratio of 0.7% versus ITI's 0.78%, which may appeal to cost-conscious investors. In summary, investors should weigh the higher long-term growth potential of Samco against the stronger short-term performance of ITI.
ITI Large & Midcap Fund - Direct Plan - Growth
Axis Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | ITI Large & Midcap Fun... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹142.95 | ₹124.96 |
| Star Rating | ★★★ | ★★★★★ |
| Expense Ratio | 0.78% | 0.7% |
| AUM | ₹33,527 Cr | ₹19,230 Cr |
| 1M Return | +3.9% | +1.14% |
| 3M Return | -0.51% | -3.54% |
| 6M Return | +3.62% | +0.28% |
| 1Y Return | +7.48% | +4.1% |
| 3Y CAGR | +16.69% | +19.73% |
| 5Y CAGR | +12.08% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Shreyash Devalkar | Harshad Patwardhan |