HDFC Flexi Cap Fund vs Angel One Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
12.96%
dekho, aapke paas do fund hai, dono high-risk fund hai, lekin category different hai - ek Multi Cap aur doosra Mid Cap. humein fund B ki comparison mein HDFC Flexi Cap fund se karengi, jiska aam taur par 10-15 yaad hai. humein pata chalne kaa ehsaas hai ki long-term wealth creation ke liye kis fund ka better hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Angel One Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 1945.71 | 116.77 |
| AUM (₹ Cr) | 10.05 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.67% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 14.85 |
| Sharpe Ratio | 0.87 | 0.44 |
| 1 Year Return (%) | -0.81% | -1.93% |
| 3 Year Return (%) | 17.84% | 12.96% |
| 5 Year Return (%) | 17.6% | 12.33% |
| Since Launch (%) | 14.35% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 26% | 25% |
🤖 AI Verdict – Which is Better?
lekin, humein pata chalne kaa ehsaas hai ki HDFC Flexi Cap Fund ka performance mid-term mein bahut achha hai, lekin expense ratio bhi kam hai. haan, yeh hai humari verdict - HDFC Flexi Cap Fund better hai long-term wealth creation ke liye.
Why consider HDFC Flexi Cap Fund?
- Expense ratio: 0.67%
- 3Y return: 17.84%
- AUM: 10.05 Lac Cr
- Sharpe Ratio: 0.87
Why consider Angel One Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
dekho, ek monthly SIP ke liye kis fund ka better hai? humein pata chalne kaa ehsaas hai ki HDFC Flexi Cap Fund ka consistency aur return stability mid-term mein aur bhi achha hai. lekin, yeh bhi yeh hai ki Fund B ka 3-year return bhi achha hai, lekin expense ratio kam hai nahi.
⚠️ Risk & Cost Analysis
lekin, ab aapko pata chalne kaa ehsaas hai ki riskometer aur expense ratio ke hisaab se HDFC Flexi Cap Fund kam risky hai aur cost-effective bhi. haan, yeh hai ki Fund B ka volatility aur Sharpe ratio bhi kam hai.
📊 Portfolio Diversification
dekho, asset allocation aur top holdings concentration ke hisaab se HDFC Flexi Cap Fund ka portfolio aur bhi diversified hai. lekin, yeh bhi yeh hai ki Fund B ka asset allocation bhi achha hai, lekin top holdings concentration bhi kam hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Angel One Mutual Fund Mid Cap Fund
₹1230435.05
@13.0% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
❓ Frequently Asked Questions (Comparison)
Q1: Which fund gives better returns in the long run?
sach ye hai, HDFC Flexi Cap Fund ka 5-year return 17.6% hai, jabki Fund B ka 5-year return 12.33% hai.
Q2: Is the higher risk fund worth it?
nahi, yeh nahi hai ki higher risk fund hamesha worth hai. HDFC Flexi Cap Fund ka riskometer aur volatility kam hai, aur Sharpe ratio bhi achha hai.
Q3: Which fund is more cost-effective?
HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jabki Fund B ka expense ratio 1.75% hai, lekin Fund B ka exit load nahi diya gaya hai.
Mahendra Maurya
6+ Years in Banking, Wealth Management & Financial ServicesFounder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.
📊 Author & Founder at Share Target Price