HDFC Flexi Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
17.84%
3Y Return
19.19%
dekho, humne do funds ki comparison ki hai, Fund A - HDFC Flexi Cap Fund jo ki Multi Cap category ka hai, aur Fund B - Axis Midcap Fund jo ki Mid Cap category ka hai, chaliye dekhte hai inki performances aur risk levels ko. Reader yahan se seekhenge ki kaunsa fund long-term wealth creation ke liye behtar hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 1945.71 | 136.27 |
| AUM (₹ Cr) | 10.05 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.67% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 14.48 |
| Sharpe Ratio | 0.87 | 0.88 |
| 1 Year Return (%) | -0.81% | 7.41% |
| 3 Year Return (%) | 17.84% | 19.19% |
| 5 Year Return (%) | 17.6% | 16.41% |
| Since Launch (%) | 14.35% | 18.68% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Roshi Jain; Gopal Agrawal (3.8 years yrs) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 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%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 97.00% | T-Bills: 3.00% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 26% | 12% |
🤖 AI Verdict – Which is Better?
Haan, 3Y return ke hisab se, Fund B - Axis Midcap Fund behtar lagta hai, lekin expense ratio ko dekha jaye to Fund A - HDFC Flexi Cap Fund behtar hai, aur risk ke maamle me dono very high risk wale hain, sach ye hai ki dono ke apne fayde aur nuksaan hain, lekin humari raay me Fund B thoda behtar hai.
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 Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Chaliye, SIP ke liye dekha jaye to, consistency aur return stability ke maamle me, Fund A - HDFC Flexi Cap Fund thoda behtar lagta hai, kyunki iska 5Y return 17.6% hai, jo ki stable hai, lekin Fund B ka 1Y return 7.41% hai, jo ki thoda unstable hai.
⚠️ Risk & Cost Analysis
dekho, riskometer, volatility, Sharpe ratio, aur expense ratio ke maamle me, Fund A - HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai jo ki thoda behtar hai, aur expense ratio 0.67% hai, jo ki kam hai, lekin Fund B ka Sharpe ratio 0.88 hai, jo ki thoda behtar hai, lekin expense ratio 1.58% hai, jo ki zyada hai.
📊 Portfolio Diversification
Chaliye, asset allocation ke maamle me, Fund A - HDFC Flexi Cap Fund ka 97% equity me invest hai, aur top 3 holdings me HDFC Bank, ICICI Bank, aur Reliance Industries hai, jo ki diversified nahi hai, lekin Fund B ka 89.53% equity me invest hai, aur top 3 holdings me The Federal Bank, Fortis Healthcare, aur Multi Commodity Exchange Of India hai, jo ki thoda zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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?
Haan, 5Y return ke hisab se, Fund A - HDFC Flexi Cap Fund ka return 17.6% hai, jo ki Fund B - Axis Midcap Fund ke 16.41% se thoda behtar hai.
Q2: Is the higher risk fund worth it?
dekho, volatility aur Sharpe ratio ke maamle me, Fund B ka Sharpe ratio 0.88 hai, jo ki thoda behtar hai, lekin risk bhi zyada hai, isliye yeh fund un logo ke liye hai jo zyada risk le sakte hain.
Q3: Which fund is more cost‑effective?
Chaliye, expense ratio ke maamle me, Fund A - HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo ki Fund B - Axis Midcap Fund ke 1.58% se kam hai, isliye Fund A zyada cost-effective 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