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 - HDFC Flexi Cap Fund aur Axis Midcap Fund. Dono funds ki category alag hai, ek Multi Cap hai aur doosra Mid Cap. Chaliye, hum dekhte hai ki kaunsa fund aapke liye better hai, long-term wealth creation ke liye.
| 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, HDFC Flexi Cap Fund ka 3Y return 17.84% hai, jo Axis Midcap Fund se thoda kam hai. Lekin, HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo Axis Midcap Fund se bahut kam hai. Sach ye hai, HDFC Flexi Cap Fund ka riskometer bhi Very High hai, lekin overall HDFC Flexi Cap Fund thoda better 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
dekho, dono funds ki consistency aur return stability ko dekha hai. Axis Midcap Fund ka 1Y return 7.41% hai, jo HDFC Flexi Cap Fund se bahut accha hai. Chaliye, agar aap 10+ years ke liye SIP karna chahte hai, to Axis Midcap Fund thoda better hai.
⚠️ Risk & Cost Analysis
Haan, riskometer, volatility, Sharpe ratio, aur expense ratio ko dekha hai. Dono funds ka riskometer Very High hai, lekin HDFC Flexi Cap Fund ka Sharpe ratio 0.87 hai, jo Axis Midcap Fund ke 0.88 se thoda kam hai. Lekin, HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo Axis Midcap Fund se bahut kam hai.
📊 Portfolio Diversification
dekho, dono funds ki asset allocation aur top holdings concentration ko dekha hai. HDFC Flexi Cap Fund ka asset allocation 97% equity hai, aur top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Axis Midcap Fund ka asset allocation 89.53% equity hai, aur top 3 holdings mein The Federal Bank Ltd., Fortis Healthcare Ltd., aur Multi Commodity Exchange Of India Ltd. hai. Sach ye hai, HDFC Flexi Cap Fund thoda less 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?
HDFC Flexi Cap Fund ka 5Y return 17.6% hai, jo Axis Midcap Fund ke 16.41% se thoda accha hai.
Q2: Is the higher risk fund worth it?
Haan, dono funds ka riskometer Very High hai, lekin Axis Midcap Fund ka volatility 14.48 hai, jo HDFC Flexi Cap Fund ke 12.97 se bahut accha hai.
Q3: Which fund is more cost‑effective?
HDFC Flexi Cap Fund ka expense ratio 0.67% hai, jo Axis Midcap Fund ke 1.58% se bahut kam 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