HDFC Mid Cap Fund vs Canara Robeco Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
12.5%
Dekho, aaj hum do mid-cap aur large-cap funds - HDFC Mid Cap Fund aur Canara Robeco Large Cap Fund - ki comparison karne ja rahe hain. Aapko jaanne ke liye ki kis fund me aapko long-term mein investment karna chahiye, aur koi bhi chunav nahi karna padega. Dekhiye aapke fund options ki ek aisi baat hai jismein aapko apni investment ka plan banane me madad milegi.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BCanara Robeco Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Canara Robeco |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 69.54 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.65 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.83% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.61 |
| Sharpe Ratio | 0.92 | 0.52 |
| 1 Year Return (%) | 5.95% | -3.79% |
| 3 Year Return (%) | 22.29% | 12.5% |
| 5 Year Return (%) | 20.24% | 11.73% |
| Since Launch (%) | 17.1% | 13.95% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 2 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Shridatta Bhandwaldar; Vishal Mishra (9.9 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | BSE 100 Total Return Index |
| 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. (8.33%), ICICI Bank Ltd. (7.71%), Reliance Industries Ltd. (5.54%) |
| Asset Allocation | Equity: 93.46% | Equity: 96.23% | Pref. Shares: 0.01% |
| Portfolio Turnover | 13% | 16% |
🤖 AI Verdict – Which is Better?
Haan, fund ki comparison karte hue humko ek baat saabit karni hai, aur woh hai ki long-term mein aapko kis fund me investment karna chahiye. Dekhiye, HDFC Mid Cap Fund ka 3Y return 22.29% hai, jab ki Canara Robeco Large Cap Fund ka 3Y return 12.5% hai. Lekin expense ratio ke hisaab se, HDFC Mid Cap Fund 0.73% hai aur Canara Robeco Large Cap Fund 0.83% hai. Chaliye, riske ke hisaab se bhi dekhiye, kis fund me aapko jyada risk lena padega. Riskometer ke hisaab se dono funds very high risk ke hain lekin volatility ke hisaab se HDFC Mid Cap Fund ka 17.17 hai, jabki Canara Robeco Large Cap Fund ka 11.61 hai. Sach ye hai, HDFC Mid Cap Fund long-term mein aapko better returns provide karega.
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 Canara Robeco Large Cap Fund?
- Expense ratio: 0.83%
- 3Y return: 12.5%
- AUM: 1.65 Lac Cr
- Sharpe Ratio: 0.52
📈 SIP Suitability
Dekho, SIP (Systematic Investment Plan) karke aapko long-term mein kya fayda ho sakta hai? HDFC Mid Cap Fund ka 1Y return 5.95% hai, jabki Canara Robeco Large Cap Fund ka 1Y return -3.79% hai. Lekin, 10+ years ke liye SIP karke, HDFC Mid Cap Fund ka consistency aur return stability dono factors mein Canara Robeco Large Cap Fund se accha hai. Chaliye, SIP karke aapko kis fund me investment karna chahiye.
⚠️ Risk & Cost Analysis
Haan, fund ki comparison karte hue humko riskometer, volatility, Sharpe ratio aur expense ratio ke hisaab se dekhiye. Dono funds ka riskometer very high hai, lekin HDFC Mid Cap Fund ka volatility 17.17 hai, jabki Canara Robeco Large Cap Fund ka 11.61 hai. Sharpe ratio ke hisaab se bhi HDFC Mid Cap Fund ka 0.92 hai, jabki Canara Robeco Large Cap Fund ka 0.52 hai. Expense ratio ke hisaab se bhi HDFC Mid Cap Fund 0.73% hai, jabki Canara Robeco Large Cap Fund 0.83% hai. Sach ye hai, HDFC Mid Cap Fund aapko better risk-adjusted returns provide karega.
📊 Portfolio Diversification
Dekho, fund ki portfolio diversification kya hai? HDFC Mid Cap Fund ka asset allocation 93.46% equity hai, jabki Canara Robeco Large Cap Fund ka 96.23% equity hai. Top 3 holdings ke hisaab se bhi dekhiye, HDFC Mid Cap Fund ka Max Financial Services Ltd. 4.37%, AU Small Finance Bank Ltd. 4.24%, aur The Federal Bank Ltd. 3.87% hai. Canara Robeco Large Cap Fund ka HDFC Bank Ltd. 8.33%, ICICI Bank Ltd. 7.71%, aur Reliance Industries Ltd. 5.54% hai. Chaliye, kis fund me aapko sector risk lena padega.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Canara Robeco Large Cap Fund
₹1196906.64
@12.5% 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 ka 5Y return 20.24% hai, jabki Canara Robeco Large Cap Fund ka 5Y return 11.73% hai. Lekin, 3Y return ke hisaab se bhi HDFC Mid Cap Fund 22.29% hai, jabki Canara Robeco Large Cap Fund 12.5% hai. Sach ye hai, HDFC Mid Cap Fund long-term mein aapko better returns provide karega.
Q2: Is the higher risk fund worth it?
HDFC Mid Cap Fund ka volatility 17.17 hai, jabki Canara Robeco Large Cap Fund ka 11.61 hai. Lekin, Sharpe ratio ke hisaab se bhi HDFC Mid Cap Fund ka 0.92 hai, jabki Canara Robeco Large Cap Fund ka 0.52 hai. Sach ye hai, HDFC Mid Cap Fund aapko better risk-adjusted returns provide karega.
Q3: Which fund is more cost-effective?
HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Canara Robeco Large Cap Fund ka 0.83% hai. Sach ye hai, HDFC Mid Cap Fund aapko more cost-effective fund banata 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