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
19.68%
Ab aapke paas do funds hain - HDFC Mid Cap Fund aur Axis Bluechip Fund. Dono funds bahut hi bade AUM ke saath aaye hain. Aaj hum dekhege ki yeh do funds konsa category ka hain aur aapko kya sikhne ke liye milega.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BAxis Bluechip Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 18.82 |
| AUM (₹ Cr) | 9.47 Lac Cr | 3.45 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.34 |
| Sharpe Ratio | 0.92 | 1.16 |
| 1 Year Return (%) | 5.95% | 4.44% |
| 3 Year Return (%) | 22.29% | 19.68% |
| 5 Year Return (%) | 20.24% | 5.62% |
| Since Launch (%) | 17.1% | 14.6% |
| 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, yeh to clear hai ki HDFC Mid Cap Fund 3Y return mein Axis Bluechip Fund se zyada perform karta hai, lekin expense ratio ka mazaak nahi hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Axis Bluechip Fund ka expense ratio 1.52% hai. Nishkarsh yeh hai ki HDFC Mid Cap Fund long-term wealth creation ke liye bhi better option 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 Axis Bluechip Fund?
- Expense ratio: 1.52%
- 3Y return: 19.68%
- AUM: 3.45 Lac Cr
- Sharpe Ratio: 1.16
📈 SIP Suitability
Aapke liye, yeh dhangi baat hai ki HDFC Mid Cap Fund aapke monthly SIP ke liye bhi better option hai. Yeh fund 10+ saal ke liye consistency aur return stability ke liye bhi known hai.
⚠️ Risk & Cost Analysis
Ab chaliye riskometer, volatility aur Sharpe ratio ke bare mein dekhe. HDFC Mid Cap Fund ka riskometer bhi very high hai, lekin volatility 17.17 hai, jabki Axis Bluechip Fund ka volatility 11.34 hai. Sharpe ratio bhi HDFC Mid Cap Fund ka 0.92 hai, jabki Axis Bluechip Fund ka 1.16 hai. Lekin, expense ratio ka mazaak nahi hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Axis Bluechip Fund ka expense ratio 1.52% hai. Isliye, HDFC Mid Cap Fund better risk-adjusted returns offer karta hai.
📊 Portfolio Diversification
Ab chaliye asset allocation aur top holdings concentration ke bare mein dekhe. HDFC Mid Cap Fund ka asset allocation equity mein 93.46% hai, jabki Axis Bluechip Fund ka asset allocation equity mein 96.00% hai. HDFC Mid Cap Fund ka top 3 holdings mein Max Financial Services Ltd., AU Small Finance Bank Ltd. aur The Federal Bank Ltd. hain, jabki Axis Bluechip Fund ka top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd. aur Reliance Industries Ltd. hain. Axis Bluechip Fund ka asset allocation aur top holdings concentration mehaenger hai, isliye yeh fund sector risk se bhi jyada affected ho sakta hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Axis Bluechip Fund
₹1872598.46
@19.7% 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 5Y aur 3Y return mein Axis Bluechip Fund se zyada perform karta hai. HDFC Mid Cap Fund ka 5Y return 20.24% hai, jabki Axis Bluechip Fund ka 5Y return 5.62% hai. HDFC Mid Cap Fund ka 3Y return bhi 22.29% hai, jabki Axis Bluechip Fund ka 3Y return 19.68% hai.
Q2: Is the higher risk fund worth it?
Haan, yeh to sach hai ki HDFC Mid Cap Fund ka volatility Axis Bluechip Fund ke compared to zyada hai, lekin Sharpe ratio bhi HDFC Mid Cap Fund ka zyada hai. HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jabki Axis Bluechip Fund ka Sharpe ratio 1.16 hai. Isliye, HDFC Mid Cap Fund better risk-adjusted returns offer karta hai.
Q3: Which fund is more cost-effective?
Sach ye hai, HDFC Mid Cap Fund Axis Bluechip Fund ke compared to cost-effective hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Axis Bluechip Fund ka expense ratio 1.52% hai. Isliye, HDFC Mid Cap Fund aapke paiso ka better use karta 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