HDFC Mid Cap Fund vs Edelweiss Mutual Fund Multi Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
14.24%
Dekho, aap log aaj humein Fund A aur Fund B ke beech ka comparison karne ja rahe hain. Ye do funds mid cap aur multi cap category mein hain. Aaj humein yeh jaanna hoga ki kis fund mein long term mein nivesh karne ke liye adhik vishwas hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BEdelweiss Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Edelweiss Mutual Fund |
| Category | Mid Cap | Multi Cap |
| NAV (₹) | 220.36 | 15.12 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.68 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 15.25 |
| Sharpe Ratio | 0.92 | 0.68 |
| 1 Year Return (%) | 5.95% | 3.12% |
| 3 Year Return (%) | 22.29% | 14.24% |
| 5 Year Return (%) | 20.24% | 8.32% |
| Since Launch (%) | 17.1% | 16.89% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 30 October 2023 |
| 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 500 Multicap 50:25:25 TRI |
| 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. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 93.46% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 13% | 55% |
🤖 AI Verdict – Which is Better?
Chaliye hum start karte hain. Fund A ki 3Y return 22.29% hai, jabki Fund B ki 3Y return 14.24% hai. Lekin expense ratio mein Fund A kam hai, 0.73% hai. Riskometer bhi dono mein very high hai, lekin volatility mein Fund A thoda zyada hai. Haan, Fund A long term mein wealth creation ke liye adhik achha fund 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 14.24%
- AUM: 1.68 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
Ek monthly SIP ke liye fund kis se chahiye? Dekho, Fund A ki consistency aur return stability Fund B se zyada hai. Lekin Fund B ki returns Fund A ke mukable thodi kam hai. Haan, Fund A monthly SIP ke liye adhik suitabil hai.
⚠️ Risk & Cost Analysis
Ab hum riskometer, volatility, Sharpe ratio aur expense ratio ka comparison karenge. Fund A ki riskometer aur volatility Fund B ke mukable zyada hai, lekin Sharpe ratio mein Fund A thoda zyada hai. Expense ratio mein bhi Fund A kam hai. Haan, Fund A risk-adjusted returns ke liye adhik accha hai.
📊 Portfolio Diversification
Ab hum asset allocation aur top holdings concentration ka comparison karenge. Fund A ki asset allocation 93.46% equity aur 6.54% debt hai, jabki Fund B ki 97% equity aur 3% T-Bills hai. Top holdings mein bhi Fund A ki concentration thoda kam hai. Haan, Fund A portfolio diversification ke liye adhik accha hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Edelweiss Mutual Fund Multi Cap Fund
₹1329792.28
@14.2% 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?
Sach ye hai, Fund A ki 5Y return 20.24% hai, jabki Fund B ki 8.32% hai. Lekin 3Y return mein Fund A ki return 22.29% hai, jo Fund B se 8.05% zyada hai. Haan, Fund A long term mein adhik achha fund hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ki volatility 17.17 hai, jabki Fund B ki 15.25 hai. Lekin Sharpe ratio mein Fund A thoda zyada hai, 0.92 hai. Haan, Fund A risk-adjusted returns ke liye adhik accha hai.
Q3: Which fund is more cost-effective?
Haan, Fund A ki expense ratio 0.73% hai, jabki Fund B ki 1.68% hai. Lekin exit load mein koi data nahin di gayi hai. Haan, Fund A cost-effectiveness ke liye adhik accha 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