Samco Mid Cap Fund - Direct Plan vs UTI Nifty Midcap 150 Quality 50 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 appears stronger based on its metrics, boasting a 5-star rating and significantly higher returns over 1 year (4.1%), 3 years (19.73% CAGR), and 5 years (16.91% CAGR) compared to UTI Nifty Midcap 150 Quality 50 Index Fund, which has a 1-star rating and negative 1-year returns of -8.06%. While the expense ratios are quite similar (0.7% for Samco and 0.68% for UTI), the stark difference in performance and AUM (₹19230 Cr for Samco versus ₹249 Cr for UTI) highlights a meaningful tradeoff in favor of Samco. For investors choosing between these funds, the clear preference would be for Samco Mid Cap Fund due to its superior performance and higher rating.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | UTI Nifty Midcap 150 Q... |
|---|---|---|
| NAV | ₹124.96 | ₹13.33 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7% | 0.68% |
| AUM | ₹19,230 Cr | ₹249 Cr |
| 1M Return | +1.14% | -1.87% |
| 3M Return | -3.54% | -8.22% |
| 6M Return | +0.28% | -4.11% |
| 1Y Return | +4.1% | -8.06% |
| 3Y CAGR | +19.73% | +7.31% |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Ayush Jain |