HDFC Mid Cap Fund vs Nippon India Large Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
15.4%
Ab chaliye dekho Fund A aur Fund B ki comparison karte hain. Ye do fund mid cap aur large cap category mein hain. Aaj hum dekhege ke kis fund mein investment karna hai. Fund A HDFC Mid Cap Fund hai, jabki Fund B Nippon India Large Cap Fund hai. Hamare paas Fund A ki 1Y, 3Y aur 5Y return hai, jisse hum unke performance ko compare kar sakte hain.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BNippon India Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Nippon India |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 98.75 |
| AUM (₹ Cr) | 9.47 Lac Cr | 5.17 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.8% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 12.25 |
| Sharpe Ratio | 0.92 | 0.73 |
| 1 Year Return (%) | 5.95% | -0.91% |
| 3 Year Return (%) | 22.29% | 15.4% |
| 5 Year Return (%) | 20.24% | 16.46% |
| Since Launch (%) | 17.1% | 15.3% |
| 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) | Amber Singhania; Bhavik Dave; Kinjal Desai; Sailesh Raj Bhan (13.4 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | BSE 100 Total Return Index |
| 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. (9.24%), ICICI Bank Ltd. (7.99%), Reliance Industries Ltd. (4.3%) |
| Asset Allocation | Equity: 93.46% | Equity: 96.43% |
| Portfolio Turnover | 13% | 70% |
🤖 AI Verdict – Which is Better?
Nippon India Large Cap Fund, Fund B, 3Y return aur expense ratio ke mukabla Fund A se accha hai. Isliye, hum is fund ko long-term wealth creation ke liye lete hain. Haan, is fund ki 1Y return thodi kam hai, lekin 3Y aur 5Y return Fund A se jyaada hai. Dekho, expense ratio bhi Fund B kam 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 Nippon India Large Cap Fund?
- Expense ratio: 0.8%
- 3Y return: 15.4%
- AUM: 5.17 Lac Cr
- Sharpe Ratio: 0.73
📈 SIP Suitability
Ab chaliye SIP (Systematic Investment Plan) ke liye Fund A aur Fund B ki comparison karte hain. Fund A ki 1Y aur 3Y return consistent hai, jabki Fund B ki 1Y return kam hai. Lekin, Fund B ki 3Y return Fund A se jyaada hai. Isliye, hum Fund A ko SIP ke liye lete hain, kyonki uski return stable hai.
⚠️ Risk & Cost Analysis
Ab chaliye riskometer, volatility, Sharpe ratio aur expense ratio ke liye Fund A aur Fund B ki comparison karte hain. Fund A ki riskometer very high hai, jabki Fund B ki bhi very high hai. Lekin, Fund A ki volatility Fund B se jyaada hai. Isliye, Fund A ki risk-adjusted return Fund B se kam hai. Dekho, expense ratio bhi Fund B kam hai.
📊 Portfolio Diversification
Ab chaliye asset allocation aur top holdings concentration ke liye Fund A aur Fund B ki comparison karte hain. Fund A ki asset allocation 93.46% hai, jabki Fund B ki 96.43% hai. Isliye, Fund A ki asset allocation Fund B se kam hai. Lekin, Fund B ki top holdings concentration 9.24% hai, jabki Fund A ki 4.37% hai. Isliye, Fund B ki top holdings concentration Fund A se jyaada hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Nippon India Large Cap Fund
₹1428138.45
@15.4% 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 B ki 5Y return Fund A se jyaada hai. Haan, iska 1Y return thodi kam hai, lekin 3Y aur 5Y return Fund A se jyaada hai.
Q2: Is the higher risk fund worth it?
Haan, Fund B ki volatility Fund A se kam hai. Isliye, Fund B ki risk-adjusted return Fund A se accha hai. Dekho, expense ratio bhi Fund B kam hai.
Q3: Which fund is more cost-effective?
Haan, Fund B ki expense ratio Fund A se kam hai. Isliye, Fund B cost-effective hai. Lekin, hum is fund ko long-term wealth creation ke liye lete hain.
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