HDFC Mid Cap Fund vs Edelweiss Mutual Fund Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
14.7%
Dekho, aap do mid- cap aur large cap funds ko compare karne aaye hain. Ye dono fund SEBI-registered hain aur aapke long-term savings ko badhane mein madad kar sakte hain. Chaliye, let's see kis fund se aapko zyada benefit hoga.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.33 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 12.9 |
| Sharpe Ratio | 0.92 | 0.64 |
| 1 Year Return (%) | 5.95% | -4.02% |
| 3 Year Return (%) | 22.29% | 14.7% |
| 5 Year Return (%) | 20.24% | 12.03% |
| Since Launch (%) | 17.1% | 11.65% |
| 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) | Bharat Lahoti (3.5 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% | 32% |
🤖 AI Verdict – Which is Better?
Haan, our verdict hai ki Fund A, HDFC Mid Cap Fund, long-term wealth creation ke liye better hai. Ye 3Y return ka hisab lene par 22.29% hai, jiska mukhya fund B, Edelweiss Mutual Fund Large Cap Fund, 14.7% hai. Expense ratio bhi Fund A kam hai, 0.73% hai. Riskometer bhi both fund very high hai, lekin Fund A ka Sharpe ratio 0.92 hai, jo fund B ka 0.64 se bada hai. Sach ye hai, Fund A 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 Edelweiss Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.33 Lac Cr
- Sharpe Ratio: 0.64
📈 SIP Suitability
Sach ye hai ki monthly SIP ke liye Fund A better hai. Ye 10+ years ke liye consistent returns pradaan karta hai aur stability mein bhi kamal karta hai. Fund B ka 1Y return -4.02% hai, jo Fund A ka 5.95% se kam hai. Dekho, SIP ke liye Fund A aapke liye bhi bhi better hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisab se, Fund A ka risk bhi very high hai, lekin Sharpe ratio ke hisab se, Fund A ka risk-adjusted returns bhi better hai. Expense ratio ke hisab se, Fund A kam hai, 0.73% hai. Volatility 17.17 hai, jiska Fund B ka 12.9 se bada hai. Sach ye hai, Fund A ka risk-adjusted returns bhi better hai.
📊 Portfolio Diversification
Asset allocation ke hisab se, Fund B ka asset allocation 96% equity aur 4% T-bills hai. Fund A ka asset allocation 93.46% equity hai. Top holdings ke hisab se, Fund B ka HDFC Bank Ltd. aur ICICI Bank Ltd. ka 16.3% holding hai, jo Fund A ka 12.44% holding se bada hai. Dekho, Fund B ka asset allocation aur top holdings concentration bhi bhi bada hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Edelweiss Mutual Fund Large Cap Fund
₹1367804.07
@14.7% 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?
Fund A hai, HDFC Mid Cap Fund, 5Y return 20.24% aur 3Y return 22.29% hai, jo Fund B ka 14.7% aur 12.03% se bada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka higher risk hai, lekin Sharpe ratio 0.92 hai, jo Fund B ka 0.64 se bada hai. Volatility 17.17 hai, jiska Fund B ka 12.9 se bada hai. Sach ye hai, Fund A ka risk-adjusted returns bhi better hai.
Q3: Which fund is more cost-effective?
Fund A hai, HDFC Mid Cap Fund, expense ratio 0.73% hai, jo Fund B ka 0.52% se bada hai. Dekho, Fund A 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