Samco Mid Cap Fund - Direct Plan vs UTI Mid Cap Fund-Growth Option- Direct
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan stands out as the stronger option due to its higher star rating of 5 and superior returns, with a 3-year CAGR of 19.73% compared to UTI Mid Cap Fund's 11.46%. While Samco has a lower expense ratio of 0.7%, UTI's higher expense ratio of 1.27% could detract from returns over time. Investors should consider the tradeoff between potential higher returns and lower costs when choosing between these two funds.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Mid Cap Fund-Growth Option- Direct
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 |