Which has the lower expense ratio, Axis Nifty 500 Index Fund - Direct Plan - Growth Option or Samco Multi Cap Fund - Direct Plan - Growth?

Axis Nifty 500 Index Fund - Direct Plan - Growth Option's expense ratio is 0.17% versus Samco Multi Cap Fund - Direct Plan - Growth's 0.78%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Axis Nifty 500 Index Fund - Direct Plan - Growth Option and Samco Multi Cap Fund - Direct Plan - Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Axis Nifty 500 Index Fund - Direct Plan - Growth Option vs Samco Multi Cap Fund - Direct Plan - Growth

Q: Axis Nifty 500 Index Fund - Direct Plan - Growth Option vs Samco Multi Cap Fund - Direct Plan - Growth — which has given better returns?

Axis Nifty 500 Index Fund - Direct Plan - Growth Option has a 1-year return of -1.27% versus Samco Multi Cap Fund - Direct Plan - Growth's 3.36%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Axis Nifty 500 Index Fund - Direct Plan - Growth Option

Axis Mutual Fund

★★★★★

Equity · Flexi Cap

Samco Multi Cap Fund - Direct Plan - Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	Axis Nifty 500 Index F...	Samco Multi Cap Fund -...
NAV	₹10.09	₹8.79
Star Rating	★★★	★★★★★
Expense Ratio	0.17%	0.78%
AUM	₹310 Cr	₹106,495 Cr
1M Return	-0.03%	+3.98%
3M Return	+1.14%	+4.48%
6M Return	+1.5%	-1.42%
1Y Return	-1.27%	+3.36%
3Y CAGR	—	+17.89%
5Y CAGR	—	+18.65%
Risk Level	—	—
Fund Manager	Karthik Kumar	Prashant Jain

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