Samco Mid Cap Fund - Direct Plan vs UTI Nifty Midsmallcap 400 Momentum Quality 100 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 significantly higher returns, particularly with a 3-year CAGR of 19.73% compared to UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund's lower performance and 1-star rating. While the expense ratio of Samco is slightly lower at 0.7% versus 0.78% for UTI, the much larger AUM of ₹19230 Cr for Samco indicates greater investor confidence and stability. For investors weighing their options, Samco Mid Cap Fund appears to offer better performance and lower costs, making it a more attractive choice.
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund - Direct Plan - Growth Option
UTI Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Samco Mid Cap Fund - D... | UTI Nifty Midsmallcap ... |
|---|---|---|
| NAV | ₹124.96 | ₹11.29 |
| Star Rating | ★★★★★ | ★ |
| Expense Ratio | 0.7% | 0.78% |
| AUM | ₹19,230 Cr | ₹130 Cr |
| 1M Return | +1.14% | -4.0% |
| 3M Return | -3.54% | -1.97% |
| 6M Return | +0.28% | -0.37% |
| 1Y Return | +4.1% | +1.91% |
| 3Y CAGR | +19.73% | — |
| 5Y CAGR | +16.91% | — |
| Risk Level | — | — |
| Fund Manager | Harshad Patwardhan | Sharwan Kumar Goyal |