Samco Mid Cap Fund - Direct Plan vs UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
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 based on its impressive 5-star rating and robust returns, particularly the 3Y CAGR of 19.73% and 5Y CAGR of 16.91%, compared to UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option, which has a significantly lower rating and negative 1Y return of -4.11%. While both funds have similar expense ratios, the much larger AUM of ₹19230 Cr for Samco indicates greater investor confidence and stability, whereas UTI's AUM of ₹75 Cr suggests it may not have the same level of market acceptance. For investors evaluating these funds, the practical takeaway is that Samco Mid Cap Fund appears to offer a more favorable risk-return profile, making it a potentially more attractive choice.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | UTI Nifty Midcap 150 I... |
|---|---|---|
| NAV | ₹124.96 | ₹10.2 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7% | 0.72% |
| AUM | ₹19,230 Cr | ₹75 Cr |
| 1M Return | +1.14% | -2.77% |
| 3M Return | -3.54% | -8.1% |
| 6M Return | +0.28% | -4.22% |
| 1Y Return | +4.1% | -4.11% |
| 3Y CAGR | +19.73% | — |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Sharwan Kumar Goyal |