Samco Mid Cap Fund - Direct Plan vs UTI Mid Cap Fund-Growth Option
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan demonstrates a stronger performance compared to UTI Mid Cap Fund-Growth Option, particularly evident in its higher returns across all time frames, with a 3Y CAGR of 19.73% versus UTI's 11.46%. Additionally, it boasts a superior star rating of 5 compared to UTI's 1, and a lower expense ratio of 0.7% compared to 1.27% for UTI, which enhances its attractiveness. However, investors should note the tradeoff of AUM, where Samco has a significantly higher AUM at ₹19230 Cr compared to UTI's ₹11919 Cr, which may indicate stronger investor confidence in Samco. For investors choosing between them, Samco Mid Cap Fund appears to be the more favorable option based on performance and cost efficiency.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Mid Cap Fund-Growth Option
UTI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | UTI Mid Cap Fund-Growt... |
|---|---|---|
| NAV | ₹124.96 | ₹343.71 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7% | 1.27% |
| AUM | ₹19,230 Cr | ₹11,919 Cr |
| 1M Return | +1.14% | +1.26% |
| 3M Return | -3.54% | -3.44% |
| 6M Return | +0.28% | +1.13% |
| 1Y Return | +4.1% | +1.26% |
| 3Y CAGR | +19.73% | +11.46% |
| 5Y CAGR | +16.91% | +10.8% |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Lalit Nambiar |