HDFC Mid Cap Fund vs Invesco 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%
Aapke paas do mid-cap aur large-cap funds hain jinke baare mein hum aaj jaanenge. Fund A HDFC Mid Cap Fund hai jo mid-cap shreni mein aata hai, jabki Fund B Invesco Mutual Fund Large Cap Fund hai. Ye dono fund direct plan growth vikalp mein aate hain. Dekho, aaj hum in dono funds ka vivaran kar rahe hain.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BInvesco Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Invesco Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.08 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 12.43 |
| Sharpe Ratio | 0.92 | 0.66 |
| 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) | Amit Ganatra (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% | 27% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, hume Fund A ki 3Y return, expense ratio, aur risk ke baare mein dhyan dena chahiye. Fund A ki 3Y return 22.29% hai, jo Fund B ki 14.7% se zyada hai. Expense ratio ke liye bhi, Fund A 0.73% hai, jo Fund B ki 0.52% se jyada hai. Riskometer ke liye bhi, dono funds ko Very High rating mila hai, lekin Fund A ki volatility 17.17 hai, jo Fund B ki 12.43 se zyada hai. Haan, Fund A zyada risk lene ke liye taiyar hai, lekin iske saath hi iska return bhi zyada 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 Invesco Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.08 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Monthly SIP ke liye, Fund A zyada consistent aur return stable hai. Fund A ki 1Y return 5.95% hai, jo Fund B ki -4.02% se zyada hai. Iske alawa, Fund A ki 5Y return 20.24% hai, jo Fund B ki 12.03% se zyada hai. Chaliye, Fund A monthly SIP ke liye zyada suitable hai.
⚠️ Risk & Cost Analysis
Riskometer, volatility, Sharpe ratio, aur expense ratio ke liye hume dono funds ka comparison karna hoga. Riskometer ke liye, dono funds ko Very High rating mila hai, lekin volatility ke liye Fund A 17.17 hai, jo Fund B ki 12.43 se zyada hai. Sharpe ratio ke liye, Fund A 0.92 hai, jo Fund B ki 0.66 se zyada hai. Expense ratio ke liye, Fund A 0.73% hai, jo Fund B ki 0.52% se jyada hai. Haan, Fund A zyada risk lene ke liye taiyar hai, lekin iske saath hi iska return bhi zyada hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ke liye hume dono funds ka comparison karna hoga. Fund A ki asset allocation 93.46% equity hai, jo Fund B ki 96.00% se kam hai. Top holdings concentration ke liye, Fund A ki top 3 holdings Max Financial Services Ltd., AU Small Finance Bank Ltd., aur The Federal Bank Ltd. hai, jo Fund B ki top 3 holdings HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hai. Haan, Fund A ki asset allocation Fund B ki taapak mein kam hai, lekin iske top holdings concentration Fund B ki taapak mein kam hai.
Q1: Which fund gives better returns in the long run?
Sach ye hai, Fund A ki 5Y return 20.24% hai, jo Fund B ki 12.03% se zyada hai. Isliye, Fund A long-term wealth creation ke liye better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A zyada risk lene ke liye taiyar hai, lekin iske saath hi iska return bhi zyada hai. Volatility aur Sharpe ratio ke liye Fund A Fund B se zyada accha hai. Isliye, Fund A higher risk fund worth hai.
Q3: Which fund is more cost-effective?
Expense ratio ke liye Fund B 0.52% hai, jo Fund A ki 0.73% se kam hai. Isliye, Fund B cost-effective hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Invesco 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.
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