Which has the lower expense ratio, Helios Flexi Cap Fund - Direct Plan - Growth Option or ITI Flexi Cap Fund- Direct Plan- Growth?

Helios Flexi Cap Fund - Direct Plan - Growth Option's expense ratio is 0.85% versus ITI Flexi Cap Fund- Direct Plan- Growth's 0.77%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both Helios Flexi Cap Fund - Direct Plan - Growth Option and ITI Flexi 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.

Helios Flexi Cap Fund - Direct Plan - Growth Option vs ITI Flexi Cap Fund- Direct Plan- Growth

Q: Helios Flexi Cap Fund - Direct Plan - Growth Option vs ITI Flexi Cap Fund- Direct Plan- Growth — which has given better returns?

Helios Flexi Cap Fund - Direct Plan - Growth Option has a 1-year return of 9.12% versus ITI Flexi Cap Fund- Direct Plan- Growth's 3.81%. 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.

Helios Flexi Cap Fund - Direct Plan - Growth Option

Helios Mutual Fund

★★★★★

Equity · Flexi Cap

ITI Flexi Cap Fund- Direct Plan- Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	Helios Flexi Cap Fund ...	ITI Flexi Cap Fund- Di...
NAV	₹16.19	₹2240.88
Star Rating	★★★★	★★★★★
Expense Ratio	0.85%	0.77%
AUM	₹7,577 Cr	₹106,495 Cr
1M Return	+5.9%	+1.86%
3M Return	+10.92%	+2.19%
6M Return	+6.25%	-0.07%
1Y Return	+9.12%	+3.81%
3Y CAGR	—	+17.07%
5Y CAGR	—	+18.87%
Risk Level	—	—
Fund Manager	Alok Bahl	Prashant Jain

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