HDFC Mid 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
22.29%
3Y Return
12.96%
Yeh Fund Bhi, Yeh Fund Bhi! Dekho, hum aaj HDFC Mid Cap Fund aur Angel One Mutual Fund Mid Cap Fund ki tarah ke do mid cap funds ke beech ka comparison karne ja rhe hain. Is article mein, hum aapko in dono funds ke 3Y return, expense ratio, aur risk ke beech ka comparison karne jaenge.
[VERDICT]| Parameter | AHDFC Mid 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 | Mid Cap | Mid Cap |
| NAV (₹) | 220.36 | 116.77 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.55 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 14.85 |
| Sharpe Ratio | 0.92 | 0.44 |
| 1 Year Return (%) | 5.95% | -1.93% |
| 3 Year Return (%) | 22.29% | 12.96% |
| 5 Year Return (%) | 20.24% | 12.33% |
| Since Launch (%) | 17.1% | 10.42% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 3 April 2006 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 93.46% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 13% | 25% |
🤖 AI Verdict – Which is Better?
Chaliye, long-term wealth creation ke liye, Fund A (HDFC Mid Cap Fund) better hai. Iska 3Y return 22.29% hai, jiska 1Y return 5.95% hai. Expense ratio bhi kam hai, 0.73% hai. Riskometer bhi high hai, lekin volatility 17.17 hai, jo kam hai. Sharpe ratio bhi high hai, 0.92 hai.
[SIP_SUITABILITY]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 Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 12.96%
- AUM: 1.55 Lac Cr
- Sharpe Ratio: 0.44
📈 SIP Suitability
Haan, SIP ke liye Fund A better hai. Iska 5Y return 20.24% hai, aur consistency bhi high hai. Expense ratio bhi kam hai, jiska 1Y return bhi good hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Kya hai risk aur cost? Dekho, Fund A ke riskometer high hai, lekin volatility kam hai. Sharpe ratio bhi high hai, aur expense ratio kam hai. Fund B ke riskometer bhi high hai, lekin volatility jyada hai. Sharpe ratio bhi kam hai, aur expense ratio bhi jyada hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Portfolio diversification kaam hai ya nahin? Dekho, Fund A ke 93.46% assets equity mein hain, lekin top holdings mein concentration jyada hai, 4.37% Max Financial Services Ltd. aur 4.24% AU Small Finance Bank Ltd. hain. Fund B ke 94.00% assets equity mein hain, lekin T-Bills mein 6.00% investment hain, aur top holdings mein concentration kam hai, 3.8% Voltas Ltd. aur 3.5% Mphasis Ltd. hain.
[FAQ]SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% 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, Fund A (HDFC Mid Cap Fund) 5Y return mein 20.24% aur 3Y return mein 22.29% hai, jo Fund B (Angel One Mutual Fund Mid Cap Fund) ki 5Y return 12.33% aur 3Y return 12.96% se jyada hai.
Q2: Is the higher risk fund worth it?
Ab, kya higher risk fund worth hai ya nahin? Dekho, Fund A ke riskometer high hai, lekin volatility kam hai, aur Sharpe ratio bhi high hai. Fund B ke riskometer bhi high hai, lekin volatility jyada hai, aur Sharpe ratio kam hai.
Q3: Which fund is more cost-effective?
Ab, kya fund cost-effective hai ya nahin? Dekho, Fund A ka expense ratio 0.73% hai, jo Fund B ka expense ratio 1.75% se kam hai.