Axis Retirement Fund - Dynamic Plan - Direct Growth vs Samco Mid Cap Fund - Direct Plan
Side-by-side comparison of NAV, returns, expense ratio and star rating.
TopFund Analysis
Samco Mid Cap Fund - Direct Plan appears stronger based on the provided metrics, boasting a higher star rating of 5 compared to Axis Retirement Fund - Dynamic Plan - Direct Growth's rating of 2, as well as superior returns across all timeframes, including a 1-year return of 4.1% versus 1.35%, and a 3-year CAGR of 19.73% compared to 16.03%. However, while Samco has a lower expense ratio of 0.7%, it also has a smaller AUM of ₹19230 Cr compared to Axis's ₹33527 Cr, which may indicate less stability or market presence. Investors should consider the higher performance potential of Samco Mid Cap Fund against its smaller size when making their choice.
Axis Retirement Fund - Dynamic Plan - Direct Growth
Axis Mutual Fund
★★★★★
Equity · Mid Cap
Samco Mid Cap Fund - Direct Plan
Edelweiss Mutual Fund
★★★★★
Equity · Mid Cap
| Metric | Axis Retirement Fund -... | Samco Mid Cap Fund - D... |
|---|---|---|
| NAV | ₹136.17 | ₹124.96 |
| Star Rating | ★★ | ★★★★★ |
| Expense Ratio | 0.81% | 0.7% |
| AUM | ₹33,527 Cr | ₹19,230 Cr |
| 1M Return | -1.88% | +1.14% |
| 3M Return | -3.27% | -3.54% |
| 6M Return | +0.78% | +0.28% |
| 1Y Return | +1.35% | +4.1% |
| 3Y CAGR | +16.03% | +19.73% |
| 5Y CAGR | +11.87% | +16.91% |
| Risk Level | — | — |
| Fund Manager | Shreyash Devalkar | Harshad Patwardhan |