HDFC Mid Cap Fund vs Angel One Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
14.7%
Agar aapki investment plan mein mid cap aur large cap fund dono shamil hain, to yeh article aapko kuch naye gyaan dengi. Dekho, hamare paas do fund hain, jismein se ek mid cap aur doosra large cap fund hai. Aaj humein yeh dekha jaega ki in dono fund ke beech kya faida hai aur kya nuksaan.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BAngel One Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Angel One Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.58 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.57 |
| Sharpe Ratio | 0.92 | 0.71 |
| 1 Year Return (%) | 5.95% | -4.02% |
| 3 Year Return (%) | 22.29% | 14.7% |
| 5 Year Return (%) | 20.24% | 12.03% |
| Since Launch (%) | 17.1% | 11.65% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Sonam Udasi; Amey Sathe (9.2 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty 50 |
| Top 3 Holdings | Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%) | HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%), Reliance Industries Ltd. (6.9%) |
| Asset Allocation | Equity: 93.46% | Equity: 96.00% | T-Bills: 4.00% |
| Portfolio Turnover | 13% | 19% |
🤖 AI Verdict – Which is Better?
Sach ye hai, agar aap long term wealth creation ke liye invest karna chaahte hain, to HDFC Mid Cap Fund Direct Plan Growth aapke liye behtar hoga. Iska 3Y return 22.29% hai, jiski tulna Angel One Mutual Fund Large Cap Fund Direct Plan Growth ke 3Y return 14.7% se karega. Lekin, expense ratio ka matlab bhi bahut achha hoga, jiska HDFC Mid Cap Fund mein 0.73% hoga, jabki Angel One Mutual Fund mein 0.52% hai.
Why consider HDFC Mid Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 22.29%
- AUM: 9.47 Lac Cr
- Sharpe Ratio: 0.92
Why consider Angel One Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.58 Lac Cr
- Sharpe Ratio: 0.71
📈 SIP Suitability
Aapko pata hai ki SIP se long term investment mein sabse bahut faida hota hai. Agar aap 10+ saal tak monthly SIP karne ke liye invest karna chaahte hain, to HDFC Mid Cap Fund aapke liye behtar hoga. Iska 3Y return aur expense ratio dono bahut achhe hain, jisse aapko sabse adhik returns milegi.
⚠️ Risk & Cost Analysis
Kharaab cheez ye hai ki dono fundon ka riskometer Very High hai, lekin volatility ke mukabla HDFC Mid Cap Fund behtar hai. Sharpe ratio ka matlab bhi bahut achha hoga, jiska HDFC Mid Cap Fund 0.92 hai, jabki Angel One Mutual Fund mein 0.71 hai. Expense ratio ka matlab bhi bahut achha hoga, jiska HDFC Mid Cap Fund mein 0.73% hoga, jabki Angel One Mutual Fund mein 0.52% hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka matlab bahut achha hoga. HDFC Mid Cap Fund mein equity ka share 93.46% hai, jabki Angel One Mutual Fund mein 96.00% hai. Top holdings concentration ka matlab bhi bahut achha hoga, jiska HDFC Mid Cap Fund mein Max Financial Services Ltd. ka share 4.37% hai, jabki Angel One Mutual Fund mein HDFC Bank Ltd. ka share 8.5% hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Angel One Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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 Mid Cap Fund Direct Plan Growth aapke liye behtar fund hai, jiska 5Y return 20.24% hai, jabki Angel One Mutual Fund Large Cap Fund Direct Plan Growth ka 5Y return 12.03% hai.
Q2: Is the higher risk fund worth it?
Haan, yeh sach hai ki HDFC Mid Cap Fund ki volatility 17.17 hai, jabki Angel One Mutual Fund ki volatility 11.57 hai. Lekin, Sharpe ratio ka matlab bhi bahut achha hoga, jiska HDFC Mid Cap Fund 0.92 hai, jabki Angel One Mutual Fund mein 0.71 hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Angel One Mutual Fund Large Cap Fund Direct Plan Growth aapke liye cost-effective hoga, jiska expense ratio 0.52% hai, jabki HDFC Mid Cap Fund ki expense ratio 0.73% 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