HDFC Mid Cap Fund vs Axis Bluechip Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
21.36%
Chaliye, aaj hum do mutual funds se judnege - HDFC Mid Cap Fund aur Axis Bluechip Fund. Ye dono fund mid cap aur large cap category mein aate hain. Fund A, HDFC Mid Cap Fund, mid cap category mein aata hai aur Fund B, Axis Bluechip Fund, large cap category mein aata hai. Aaj, hum is article mein ye do fund compare karke dekhege aur pata karege ki kis fund me lagatar dhan banaane ke liye better hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 20.09 |
| AUM (₹ Cr) | 9.47 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.32 |
| Sharpe Ratio | 0.92 | 1.31 |
| 1 Year Return (%) | 5.95% | 5.85% |
| 3 Year Return (%) | 22.29% | 21.36% |
| 5 Year Return (%) | 20.24% | 5.92% |
| Since Launch (%) | 17.1% | 16.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 28 September 2021 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Ashish Naik; Shreyash Devalkar (7.8 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% | 16% |
🤖 AI Verdict – Which is Better?
Haan, ismein koi shak nahin ki Fund A, HDFC Mid Cap Fund, 3Y return, expense ratio, aur risk ke mukabale Fund B, Axis Bluechip Fund se better hai. Fund A ka 3Y return 22.29% hai, jisse yeh fund long-term wealth creation ke liye accha hai. Expense ratio mein bhi Fund A better hai, jisse yeh fund kam kharch ke sath dhangat hain.
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 Axis Bluechip Fund?
- Expense ratio: 0.52%
- 3Y return: 21.36%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.31
📈 SIP Suitability
Chaliye, sip ki baat karte hain. Fund A, HDFC Mid Cap Fund, aur Fund B, Axis Bluechip Fund, dono hi monthly sip ke liye acche hain. Lekin, Fund A ka consistency aur return stability Fund B ke mukabale better hai. Isliye, long-term investment ke liye, Fund A better hai.
⚠️ Risk & Cost Analysis
Haan, risk aur cost ki baat karte hain. Fund A ka riskometer very high hai, lekin volatility aur Sharpe ratio ke mukabale Fund B better hai. Isliye, Fund B ko risk-adjusted returns ke liye better mana jata hai.
📊 Portfolio Diversification
Chaliye, portfolio diversification ki baat karte hain. Fund A ka asset allocation 93.46% equity hai, jisse yeh fund asset mein concentration ke liye accha hai. Fund B ka asset allocation 96% equity aur 4% T-Bills hai, jisse yeh fund asset mein concentration ke liye kam accha hai. Isliye, Fund A ke liye portfolio diversification better hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Axis Bluechip Fund
₹2089333.11
@21.4% 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, ka 5Y return 20.24% hai, jisse yeh fund long-term wealth creation ke liye better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B, Axis Bluechip Fund, ka volatility aur Sharpe ratio ke mukabale Fund A se kam hai. Isliye, Fund B ko risk-adjusted returns ke liye better mana jata hai.
Q3: Which fund is more cost-effective?
Sach ye hai, Fund B, Axis Bluechip Fund, ka expense ratio 0.52% hai, jisse yeh fund more 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