Helios Mid Cap Fund - Direct Plan - Growth Option vs Samco Mid Cap Fund - Direct Plan

TopFund Analysis

Samco Mid Cap Fund - Direct Plan stands out with a higher star rating of 5 compared to Helios Mid Cap Fund - Direct Plan's 4, and it also boasts a significantly larger AUM of ₹19230 Cr, indicating greater investor confidence. However, investors should note that while Samco offers impressive long-term returns with a 3Y CAGR of 19.73% and a 5Y CAGR of 16.91%, its 1Y return of 4.1% is lower than Helios's 8.14%. The tradeoff here is between potentially higher long-term growth with Samco and the more immediate returns seen with Helios, along with a lower expense ratio in Samco. For investors deciding between these two funds, consider whether you prioritize short-term gains or long-term performance.