HDFC Flexi Cap Fund vs Old Bridge 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
1.9%
Dekho, aap logon ko yahaan Fund A (HDFC Flexi Cap Fund - Direct Plan - Growth) aur Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) ke beech ka comparison karne mein madad karne wala article hoga. Aap log jaante hain ki kya chahiye aur kaise chahiye. Aapko jaankari denge ki ye dono funds kis category mein padte hain aur aapko kya milta hai.
| Parameter | AHDFC Flexi Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Multi Cap | Mid Cap |
| NAV (₹) | 1945.71 | 10.59 |
| AUM (₹ Cr) | 10.05 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.67% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 12.97 | 15.35 |
| Sharpe Ratio | 0.87 | 1.82 |
| 1 Year Return (%) | -0.81% | 5.79% |
| 3 Year Return (%) | 17.84% | 1.9% |
| 5 Year Return (%) | 17.6% | 1.13% |
| Since Launch (%) | 14.35% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 3 April 2006 | 4 March 2026 |
| 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% | 31% |
🤖 AI Verdict – Which is Better?
Sach ye hai, Fund A aur Fund B dono hi very high riskometer ke sath aate hain. Lekin, 3Y return aur expense ratio ke hisaab se, Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) better hai. Ye fund 3Y mein 17.84% ki return de raha hai, jabki Fund A 17.6% ki return de raha hai. Expense ratio mein bhi Fund B kam hai, 1.75% ki comparison mein 0.67% ki expense ratio. To, yahaan se lagta hai ki Fund B better fund 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Agar aapko monthly SIP ke liye ek fund chunna hai, to Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) better hai. Ye fund 5.79% ki return de raha hai, jo ki Fund A se zyada hai. Lekin, Fund A ki return consistent hai aur 10+ saal tak stable rahi hai. To, yahaan se lagta hai ki Fund A bhi ek achha option hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ke hisaab se, Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) better hai. Ye fund 15.35 ki volatility ke sath 1.82 ki Sharpe ratio de raha hai. Fund A ki volatility 12.97 hai aur Sharpe ratio 0.87. Lekin, expense ratio mein Fund A kam hai, 0.67% ki comparison mein 1.75%. To, yahaan se lagta hai ki Fund A better fund hai risk-adjusted returns ke hisaab se.
📊 Portfolio Diversification
Fund A (HDFC Flexi Cap Fund - Direct Plan - Growth) mein asset allocation very hi diversified hai. Equity 97.00% aur T-Bills 3.00% ke hisaab se, Fund A ke portfolio mein kam sector risk hai. Lekin, top holdings concentration mein Fund A 6.5% ki HDFC Bank Ltd. aur 5.8% ki ICICI Bank Ltd. ke hisaab se kam hai. Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) mein bhi asset allocation hi diversified hai, lekin top holdings concentration mein Fund B 3.8% ki Voltas Ltd. ke hisaab se kam hai.
SIP Calculator – Compare Growth Potential
HDFC Flexi Cap Fund
₹1664275.59
@17.8% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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, Fund A (HDFC Flexi Cap Fund - Direct Plan - Growth) ki 5Y return 17.6% hai, jo ki Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) ki 5Y return 1.13% se zyada hai. Lekin, Fund B ki 3Y return 17.84% hai, jo ki Fund A ki 3Y return 17.6% se zyada hai. To, yahaan se lagta hai ki Fund B better fund hai long-term returns ke hisaab se.
Q2: Is the higher risk fund worth it?
Sach ye hai, Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) ki volatility 15.35 hai, jo ki Fund A ki volatility 12.97 se zyada hai. Lekin, Fund B ki Sharpe ratio 1.82 hai, jo ki Fund A ki Sharpe ratio 0.87 se zyada hai. To, yahaan se lagta hai ki Fund B better fund hai risk-adjusted returns ke hisaab se.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund A (HDFC Flexi Cap Fund - Direct Plan - Growth) ki expense ratio 0.67% hai, jo ki Fund B (Old Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth) ki expense ratio 1.75% se kam hai. To, yahaan se lagta hai ki Fund A better fund hai cost-effectiveness ke hisaab se.
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