Samco Mid Cap Fund - Direct Plan vs UTI Nifty Midcap 150 Exchange Traded Fund
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 and significantly better returns over 1 year (4.1%), 3 years (19.73% CAGR), and 5 years (16.91% CAGR) compared to UTI Nifty Midcap 150 Exchange Traded Fund, which has a lower rating of 2 and negative 1-year returns (-4.38%). While both funds have similar expense ratios, the much larger AUM of Samco Mid Cap Fund at ₹19230 Cr suggests stronger investor confidence and stability. For investors deciding between these two options, Samco Mid Cap Fund appears to offer better performance and reliability.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Nifty Midcap 150 Exchange Traded Fund
UTI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | UTI Nifty Midcap 150 E... |
|---|---|---|
| NAV | ₹124.96 | ₹10.11 |
| Star Rating | ★★★★★ | ★★ |
| Expense Ratio | 0.7% | 0.72% |
| AUM | ₹19,230 Cr | ₹75 Cr |
| 1M Return | +1.14% | -4.57% |
| 3M Return | -3.54% | -8.11% |
| 6M Return | +0.28% | -5.07% |
| 1Y Return | +4.1% | -4.38% |
| 3Y CAGR | +19.73% | +13.66% |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Sharwan Kumar Goyal |