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%
3Y Return
12.03%
Agar aap mid cap funds mein invest karna chaahte hain, to yahaan Fund A aur Fund B ke beech ka comparison karenge. Hum aapko bataayenge ki Fund A aur Fund B mein kya differences hain aur kis fund mein aapko long-term wealth creation ke liye invest karna chahiye.
[VERDICT]| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BMirae Asset Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Mirae Asset |
| Category | Mid Cap | Mid Cap |
| NAV (₹) | 220.36 | 38.13 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.84 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.67% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 14.96 |
| Sharpe Ratio | 0.92 | 0.37 |
| 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 (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 22 August 2023 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Ankit Jain (6.9 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | Max 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 Allocation | Equity: 93.46% | Equity: 97.85% | Mutual Fund: 0.26% |
| Portfolio Turnover | 13% | 47% |
🤖 AI Verdict – Which is Better?
Long-term wealth creation ke liye, Fund A ki 3Y return 22.29% hai, jabki Fund B ki 3Y return 12.03% hai. Expense ratio ke liye bhi, Fund A ki expense ratio 0.73% hai, jabki Fund B ki expense ratio 1.67% hai. Isliye, hamara verdict hai ki Fund A aapke liye better fund hai.
[SIP_SUITABILITY]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 Suitability
Ab humein monthly SIP ke liye Fund A aur Fund B ke beech ka comparison karna hai. Fund A ki consistency aur return stability ki wajah se, yeh fund aapke liye better hai. Fund A ki 3Y return stability hai, jabki Fund B ki return stability nihi hai.
[RISK_COST]⚠️ Risk & Cost Analysis
Ab hum Fund A aur Fund B ke beech ka riskometer, volatility aur Sharpe ratio ka comparison karenge. Fund A ki volatility 17.17 hai, jabki Fund B ki volatility 14.96 hai. Isliye, Fund B aapke liye risk mein hai. Sharpe ratio ke liye bhi, Fund B ki Sharpe ratio 0.37 hai, jabki Fund A ki Sharpe ratio 0.92 hai.
[PORTFOLIO_INSIGHT]📊 Portfolio Diversification
Ab hum Fund A aur Fund B ke beech ka asset allocation aur top holdings concentration ka comparison karenge. Fund A ki asset allocation 93.46% equity hai, jabki Fund B ki asset allocation 97.85% equity hai. Top holdings concentration ke liye bhi, Fund A ki top holdings Max Financial Services Ltd., AU Small Finance Bank Ltd. aur The Federal Bank Ltd. hain, jabki Fund B ki top holdings Indusind Bank Ltd., Bharat Forge Ltd. aur Lupin Ltd. hain.
[FAQ]SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Mirae Asset Mid Cap Fund
₹1163772.71
@12.0% 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 5Y return 20.24% hai, jabki Fund B ki 5Y return 9.36% hai. Isliye, Fund A aapke liye better fund hai.
Q2: Is the higher risk fund worth it?
Fund A ki volatility 17.17 hai, jabki Fund B ki volatility 14.96 hai. Iske alawa, Fund A ki Sharpe ratio 0.92 hai, jabki Fund B ki Sharpe ratio 0.37 hai. Isliye, Fund A aapke liye better fund hai.
Q3: Which fund is more cost-effective?
Fund A ki expense ratio 0.73% hai, jabki Fund B ki expense ratio 1.67% hai. Isliye, Fund A aapke liye cost-effective fund hai.