HDFC Mid Cap Fund vs Groww 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%
Chaliye, dekho, main aaj aapko do mutual funds ke bare mein batane wala hoon. Fund A HDFC Mid Cap Fund hai, jabki Fund B Groww Mutual Fund Large Cap Fund hai. Ye dono fund bahut hi different hain, lekin aapko maloom hone chahiye ki aap ke paas konsa fund hai jo aapke liye behtar hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BGroww Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Groww Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.54 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 13.05 |
| Sharpe Ratio | 0.92 | 0.63 |
| 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) | Sonam Udasi; Amey Sathe (9.2 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% | 33% |
🤖 AI Verdict – Which is Better?
Sach ye hai, agle 3 saalon ka return Fund A ki taraf se 22.29% hai, jabki Fund B ki taraf se 14.7% hai. Iske alawa, Fund A ka expense ratio 0.73% hai, jabki Fund B ka 0.52% hai. Isliye, Fund A aapke liye behtar 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 Groww Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.54 Lac Cr
- Sharpe Ratio: 0.63
📈 SIP Suitability
Haan, yeh sujhav hai ki aap Fund A ke liye SIP ka option chun sakte hain. Is fund ka 3 saal ka return bahut hi achha hai, aur expense ratio bhi kam hai. Isse aapke SIP ki stability aur return behtar ho sakte hain.
⚠️ Risk & Cost Analysis
Lekin, Fund A ki taraf se riskometer bahut hi high hai, aur volatility bhi 17.17 hai. Iske alawa, Sharpe ratio bhi 0.92 hai. Iske saath hi, Fund B ki taraf se expense ratio kam hai. Isliye, aapko apne investment ki capacity aur risk ki capacity ke hisab se fund chunna hoga.
📊 Portfolio Diversification
Fund A ka asset allocation 93.46% equity mein hai, jabki Fund B ka 96% equity mein hai. Iske alawa, Fund A ka top holding Max Financial Services Ltd hai, jabki Fund B ka HDFC Bank Ltd hai. Isse Fund A ka portfolio thoda hi diversified hai, lekin Fund B ka portfolio behtar hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Groww 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 ki taraf se 5 saal ka return 20.24% hai, jabki Fund B ki taraf se 12.03% hai. Isse Fund A aapke liye behtar hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ki taraf se Sharpe ratio 0.92 hai, jabki Fund B ki taraf se 0.63 hai. Isse Fund A aapke liye behtar fund hai.
Q3: Which fund is more cost‑effective?
Fund B ki taraf se expense ratio 0.52% hai, jabki Fund A ki taraf se 0.73% hai. Isse Fund B aapke liye behtar fund 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