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Mid CapVSMid Cap

HDFC Mid Cap Fund vs Mirae Asset Mid Cap Fund

Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.

3Y Return

22.29%

VS

3Y Return

12.03%

ParameterAHDFC Mid Cap Fund - Direct Plan - GrowthBMirae Asset Mid Cap Fund - Regular Plan - Growth
Fund HouseHDFC Mutual FundMirae Asset
CategoryMid CapMid Cap
NAV (β‚Ή)220.3638.13
AUM (β‚Ή Cr)9.47 Lac Cr1.84 Lac Cr
Expense Ratio (%)0.73%1.67%
RiskometerVery HighVery High
Volatility17.1714.96
Sharpe Ratio0.920.37
1 Year Return (%)5.95%2.41%
3 Year Return (%)22.29%12.03%
5 Year Return (%)20.24%9.36%
Since Launch (%)17.1%13.2%
Min SIP (β‚Ή)500500
Min Lumpsum (β‚Ή)10001000
Launch Date5 July 200722 August 2023
Exit LoadNilNil
Fund ManagerChirag Setalvad; Dhruv Muchhal (13.4 years yrs)Ankit Jain (6.9 years yrs)
BenchmarkNifty Midcap 150 TRINifty Midcap 150 TRI
Top 3 HoldingsMax Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%)Indusind Bank Ltd. (3.74%), Bharat Forge Ltd. (3.49%), Lupin Ltd. (3.47%)
Asset AllocationEquity: 93.46%Equity: 97.85% | Mutual Fund: 0.26%
Portfolio Turnover13%47%

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 Mirae Asset Mid Cap Fund?

  • Expense ratio: 1.67%
  • 3Y return: 12.03%
  • AUM: 1.84 Lac Cr
  • Sharpe Ratio: 0.37

SIP Calculator – Compare Growth Potential

HDFC Mid Cap Fund

β‚Ή2221540.12

@22.3% annual return (3Y)

Mirae Asset Mid Cap Fund

β‚Ή1163772.71

@12.0% annual return (3Y)

*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.

Mahendra Maurya

Mahendra Maurya

6+ Years in Banking, Wealth Management & Financial Services

Founder & Author of ShareTargetPrice.in. 6+ years in Banking, Wealth Management & Financial Services.

πŸ“Š Author & Founder at Share Target Price

⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.