HDFC Mid Cap Fund vs Canara Robeco Liquid Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
6.96%
Chaliye, dekho Fund A aur Fund B ka comparison. Fund A HDFC Mid Cap Fund hai, jiska category Mid Cap hai, jabki Fund B Canara Robeco Liquid Fund hai, jiska category Liquid Fund hai. Is article mein hum Fund A aur Fund B ka comparison karke aapko samajhayege ki kis fund mein investment karna achha hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BCanara Robeco Liquid Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Canara Robeco |
| Category | Mid Cap | Liquid Fund |
| NAV (₹) | 220.36 | 3337.33 |
| AUM (₹ Cr) | 9.47 Lac Cr | 3.95 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.12% |
| Riskometer | Very High | Low |
| Volatility | 17.17 | 0.11 |
| Sharpe Ratio | 0.92 | 4.18 |
| 1 Year Return (%) | 5.95% | 6.22% |
| 3 Year Return (%) | 22.29% | 6.96% |
| 5 Year Return (%) | 20.24% | 6.13% |
| Since Launch (%) | 17.1% | 6.72% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 1 January 2013 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Shridatta Bhandwaldar (3.5 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | NIFTY Liquid Index |
| Top 3 Holdings | Max 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 Allocation | Equity: 93.46% | T-Bills: 65.00% | CD: 20.00% | CP: 10.00% | Cash: 5.00% |
| Portfolio Turnover | 13% | 223% |
🤖 AI Verdict – Which is Better?
Haan, Fund A aur Fund B mein se long-term wealth creation ke liye Fund A hi best hai. Fund A ka 3Y return 22.29% hai, jo kafi accha hai, aur expense ratio 0.73% hai, jo kam hai. Fund B ka 3Y return 6.96% hai aur expense ratio 0.12% hai. Lekin Fund A ka riskometer Very High hai, jisse investment risk 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 Canara Robeco Liquid Fund?
- Expense ratio: 0.12%
- 3Y return: 6.96%
- AUM: 3.95 Lac Cr
- Sharpe Ratio: 4.18
📈 SIP Suitability
SIP ke liye, Fund B hi accha hai. Fund B ka return stability aur consistency accha hai, aur expense ratio bhi kam hai. Fund A ka return stability aur consistency thoda kam hai, aur expense ratio bhi thoda jyada hai.
⚠️ Risk & Cost Analysis
Chaliye, dekho Fund A aur Fund B ka riskometer aur expense ratio. Fund B ka riskometer Low hai, jisse investment risk kam hai, aur expense ratio 0.12% hai, jo kam hai. Fund A ka riskometer Very High hai, jisse investment risk jyada hai, aur expense ratio 0.73% hai, jo jyada hai. Sharpe ratio ke anusaar bhi Fund B accha hai.
📊 Portfolio Diversification
Asset allocation ke anusaar, Fund B aur Fund A mein se Fund B hi accha hai. Fund B ka asset allocation 65% T-Bills, 20% CD, 10% CP aur 5% cash hai, jo diversified hai. Fund A ka asset allocation 93.46% equity hai, jo kam diversified hai. Top holdings concentration ke anusaar bhi Fund B accha hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Canara Robeco Liquid Fund
₹868530.05
@7.0% 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?
Ans: Fund A ka 5Y return 20.24% hai, jo Fund B ka 5Y return 6.13% se accha hai. Isliye, Fund A long run mein accha hai.
Q2: Is the higher risk fund worth it?
Ans: N/A
Q3: Which fund is more cost-effective?
Ans: Fund B ka expense ratio 0.12% hai, jo Fund A ka expense ratio 0.73% se kam hai. Isliye, Fund B 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