HDFC Mid Cap Fund vs Axis Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
17.52%
Today, we're going to compare hai HDFC Mid Cap Fund aur Axis Small Cap Fund. Dekho, both funds are in the same risk category, but iski main baat hai ki aapko pata chalne ki inme se kis fund ka long-term wealth creation ke liye better option hai. Chaliye, aapke samne 3-year return, expense ratio, aur risk ke baare mein data hai. Toh, is post mein, aapko pata chalne ki kis fund ko preference di jaani chahiye.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BAxis Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Mid Cap | Small Cap |
| NAV (₹) | 220.36 | 124.14 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.74 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.92% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 17.03 |
| Sharpe Ratio | 0.92 | 0.65 |
| 1 Year Return (%) | 5.95% | 4.52% |
| 3 Year Return (%) | 22.29% | 17.52% |
| 5 Year Return (%) | 20.24% | 18.04% |
| Since Launch (%) | 17.1% | 22.39% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 5 December 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Krishnaa Narayan; Mayank Hyanki; Tejas Sheth (2.8 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty Smallcap 250 TRI |
| Top 3 Holdings | Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%) | CCL Products (India) Ltd. (2.79%), Krishna Institute of Medical Sciences Ltd (2.47%), JB Chemicals & Pharmaceuticals Ltd. (2.23%) |
| Asset Allocation | Equity: 93.46% | Equity: 88.35% | ID: 1.76% | T-Bills: 0.55% |
| Portfolio Turnover | 13% | 12% |
🤖 AI Verdict – Which is Better?
Haan, ismein kaafi aasaan hai ki HDFC Mid Cap Fund aapke liye better option hai. 3Y return mein, yeh fund 22.29% ka return de raha hai, jisse yeh Axis Small Cap Fund (17.52%) se behtar hai. Expense ratio ke dauran, HDFC Mid Cap Fund (0.73%) Axis Small Cap Fund (0.92%) se kam expense ratio ka fund hai. Aur lekin, riskometer ke dauran, dono fund Very High risk category mein hai. Lekin, yeh hai sach, HDFC Mid Cap Fund aapke liye long-term wealth creation ke liye 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 Small Cap Fund?
- Expense ratio: 0.92%
- 3Y return: 17.52%
- AUM: 2.74 Lac Cr
- Sharpe Ratio: 0.65
📈 SIP Suitability
Chaliye, SIP suitabilitv ke dauran, hum dekhte hain ki kis fund ka consistency aur return stability kam hai. HDFC Mid Cap Fund ka 3Y return 22.29% hai, jisse yeh Axis Small Cap Fund (17.52%) se behtar hai. Iska matlab hai ki HDFC Mid Cap Fund monthly SIP ke liye better option hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke dauran, hum dekhte hain ki kis fund better risk-adjusted returns ka offer karta hai. HDFC Mid Cap Fund ka Volatility 17.17 hai, jisse yeh Axis Small Cap Fund (17.03) se kam hai. Sharpe ratio ke dauran, HDFC Mid Cap Fund (0.92) Axis Small Cap Fund (0.65) se behtar hai. Aur lekin, expense ratio ke dauran, HDFC Mid Cap Fund (0.73%) Axis Small Cap Fund (0.92%) se kam hai. Iska matlab hai ki HDFC Mid Cap Fund better risk-adjusted returns ka offer karta hai.
📊 Portfolio Diversification
Chaliye, asset allocation aur top holdings concentration ke dauran, hum dekhte hain ki kis fund ka portfolio diversification kam hai. HDFC Mid Cap Fund ka asset allocation Equity 93.46% hai, jisse yeh Axis Small Cap Fund (88.35%) se zyada hai. Aur lekin, top holdings concentration mein, HDFC Mid Cap Fund (Max Financial Services Ltd. - 4.37%) Axis Small Cap Fund (CCL Products (India) Ltd. - 2.79%) se kam hai. Iska matlab hai ki HDFC Mid Cap Fund ka portfolio diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Axis Small Cap Fund
₹1630847.06
@17.5% 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?
HDFC Mid Cap Fund 5Y return 20.24% aur 3Y return 22.29% ka return deta hai, jisse yeh Axis Small Cap Fund (5Y return 18.04% aur 3Y return 17.52%) se behtar hai.
Q2: Is the higher risk fund worth it?
Haan, Axis Small Cap Fund ka Sharpe ratio 0.65 hai, aur HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai. Aur lekin, HDFC Mid Cap Fund ka Volatility 17.17 hai, aur Axis Small Cap Fund ka Volatility 17.03 hai. Iska matlab hai ki HDFC Mid Cap Fund better risk-adjusted returns ka offer karta hai.
Q3: Which fund is more cost-effective?
HDFC Mid Cap Fund ka expense ratio 0.73% hai, aur Axis Small Cap Fund ka expense ratio 0.92% hai. Iska matlab hai ki HDFC Mid Cap Fund Axis Small Cap Fund se 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