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Mid CapVSLiquid Fund

HDFC Mid Cap Fund vs Bandhan Mutual Fund Liquid Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

22.29%

VS

3Y Return

6.98%

Dekho, aaj hum do naye fund sunne ja rahe hain, HDFC Mid Cap Fund aur Bandhan Mutual Fund Liquid Fund. Sabse pahle chaliye aakalp ke category aur fund ke features pe dekhein. Aaj hum aapko fund ke 3Y return, expense ratio, aur risk ke beech ka sahi fund batayenge. Ab dekhein kya fund aapke SIP ke liye sahi hoga aur kisne aapko aur bhi achha risk-adjusted returns diye hain.

ParameterAHDFC Mid Cap Fund - Direct Plan - GrowthBBandhan Mutual Fund Liquid Fund - Direct Plan - Growth
Fund HouseHDFC Mutual FundBandhan Mutual Fund
CategoryMid CapLiquid Fund
NAV (₹)220.3639.33
AUM (₹ Cr)9.47 Lac Cr3.69 Lac Cr
Expense Ratio (%)0.73%0.12%
RiskometerVery HighLow
Volatility17.170.12
Sharpe Ratio0.924
1 Year Return (%)5.95%1.41%
3 Year Return (%)22.29%6.98%
5 Year Return (%)20.24%5.96%
Since Launch (%)17.1%8.53%
Min SIP (₹)500500
Min Lumpsum (₹)10001000
Launch Date5 July 20072 January 2013
Exit LoadNilNil
Fund ManagerChirag Setalvad; Dhruv Muchhal (13.4 years yrs)Manish Gunwani (3.5 years yrs)
BenchmarkNifty Midcap 150 TRINIFTY Liquid Index
Top 3 HoldingsMax Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%)State Bank of India CD (8.5%), HDFC Bank CD (7.2%), Reliance Industries T-Bills (6.8%)
Asset AllocationEquity: 93.46%T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00%
Portfolio Turnover13%251%

🤖 AI Verdict – Which is Better?

Haan, hamara verdict hai ki HDFC Mid Cap Fund aapke long-term wealth creation ke liye aapke liye best option hai. Is fund ka 3Y return 22.29% hai, jo Bandhan Mutual Fund Liquid Fund ka 3Y return 6.98% se bahut upar hai. Lekin, expense ratio ke hisab se, HDFC Mid Cap Fund 0.73% se Bandhan Mutual Fund Liquid Fund ka 0.12% kam hai. Aur riskometer ke hisab se, HDFC Mid Cap Fund ka riskometer very high hai, jo Bandhan Mutual Fund Liquid Fund ka low riskometer se bada hai. Toh, HDFC Mid Cap Fund aapke liye long-term wealth creation ke liye best 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 Bandhan Mutual Fund Liquid Fund?

  • Expense ratio: 0.12%
  • 3Y return: 6.98%
  • AUM: 3.69 Lac Cr
  • Sharpe Ratio: 4

📈 SIP Suitability

Sach ye hai, HDFC Mid Cap Fund aapke monthly SIP ke liye sahi hoga. Is fund ka 3Y return 22.29% hai, jo Bandhan Mutual Fund Liquid Fund ka 6.98% se bahut upar hai. Lekin, is fund ka expense ratio 0.73% hai, jo Bandhan Mutual Fund Liquid Fund ka 0.12% se kam hai. Ab, dekhein kis fund ka return stability aur consistency better hai. HDFC Mid Cap Fund ka 5Y return 20.24% hai, jo Bandhan Mutual Fund Liquid Fund ka 5.96% se upar hai. Isse pata chalta hai ki HDFC Mid Cap Fund ka return stability aur consistency better hai.

⚠️ Risk & Cost Analysis

Chaliye, ab dekhein kis fund ka riskometer aur volatility better hai. HDFC Mid Cap Fund ka riskometer very high hai, jo Bandhan Mutual Fund Liquid Fund ka low riskometer se bada hai. Lekin, HDFC Mid Cap Fund ka volatility 17.17 hai, jo Bandhan Mutual Fund Liquid Fund ka 0.12 se kam hai. Sharpe ratio ke hisab se, HDFC Mid Cap Fund ka 0.92 hai, jo Bandhan Mutual Fund Liquid Fund ka 4 se kam hai. Ab dekhein kis fund ka expense ratio better hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jo Bandhan Mutual Fund Liquid Fund ka 0.12% se kam hai. Isse pata chalta hai ki HDFC Mid Cap Fund aapko better risk-adjusted returns dega.

📊 Portfolio Diversification

Aaj hum fund ke asset allocation aur top holdings concentration ke beech ka comparison karenge. HDFC Mid Cap Fund ka asset allocation 93.46% equity hai, jo Bandhan Mutual Fund Liquid Fund ka asset allocation se kam hai. Lekin, HDFC Mid Cap Fund ka top 3 holdings concentration Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), aur The Federal Bank Ltd. (3.87%) hai, jo Bandhan Mutual Fund Liquid Fund ka top 3 holdings concentration se kam hai. Isse pata chalta hai ki HDFC Mid Cap Fund ka asset allocation aur top holdings concentration better hai.

Q1: Which fund gives better returns in the long run?

HDFC Mid Cap Fund ka 5Y return 20.24% hai, jo Bandhan Mutual Fund Liquid Fund ka 5.96% se upar hai. Isse pata chalta hai ki HDFC Mid Cap Fund aapke long-term wealth creation ke liye better hai.

Q2: Is the higher risk fund worth it?

HDFC Mid Cap Fund ka riskometer very high hai, lekin yeh fund aapko better risk-adjusted returns dega. Sharpe ratio ke hisab se, HDFC Mid Cap Fund ka 0.92 hai, jo Bandhan Mutual Fund Liquid Fund ka 4 se kam hai. Isse pata chalta hai ki HDFC Mid Cap Fund aapko better risk-adjusted returns dega.

Q3: Which fund is more cost-effective?

HDFC Mid Cap Fund ka expense ratio 0.73% hai, jo Bandhan Mutual Fund Liquid Fund ka 0.12% se kam hai. Isse pata chalta hai ki HDFC Mid Cap Fund aapke liye cost-effective hai.

SIP Calculator – Compare Growth Potential

HDFC Mid Cap Fund

2221540.12

@22.3% annual return (3Y)

Bandhan Mutual Fund Liquid Fund

869500.53

@7.0% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

📊 Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.