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

Helios Flexi Cap Fund - Direct Plan - Growth Option's expense ratio is 0.85% 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 Helios Flexi Cap 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.

Helios Flexi Cap Fund - Direct Plan - Growth Option vs Samco Multi Cap Fund - Direct Plan - Growth

Q: Helios Flexi Cap Fund - Direct Plan - Growth Option vs Samco Multi 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 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.

Helios Flexi Cap Fund - Direct Plan - Growth Option

Helios Mutual Fund

★★★★★

Equity · Flexi Cap

Samco Multi Cap Fund - Direct Plan - Growth

HDFC Mutual Fund

★★★★★

Equity · Flexi Cap

Metric	Helios Flexi Cap Fund ...	Samco Multi Cap Fund -...
NAV	₹16.19	₹8.89
Star Rating	★★★★	★★★★★
Expense Ratio	0.85%	0.78%
AUM	₹7,577 Cr	₹106,495 Cr
1M Return	+5.9%	+3.98%
3M Return	+10.92%	+4.48%
6M Return	+6.25%	-1.42%
1Y Return	+9.12%	+3.36%
3Y CAGR	—	+17.89%
5Y CAGR	—	+18.65%
Risk Level	—	—
Fund Manager	Alok Bahl	Prashant Jain

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds