HDFC Mid Cap Fund vs Old Bridge 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%
Dekho, aaj humein do mid cap aur large cap funds ke beech mein tareekh ki dastaan dekhegi. Ye Fund A aur Fund B hain. Fund A HDFC Mid Cap Fund - Direct Plan - Growth hai, jabki Fund B Old Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth hai. Aaj humein iski tareekh ki baat karenge aur yeh janne ke liye ki kaisa fund hoga jo long term mein aur bada wealth create karega.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.62 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.89 |
| Sharpe Ratio | 0.92 | 0.69 |
| 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% | 22% |
🤖 AI Verdict – Which is Better?
Aaj humein Fund A aur Fund B ke beech mein verdict dene ka mauka hai. Dekho, 3Y return, expense ratio aur risk ke hisaab se Fund A zyada accha hai. Ismein 3Y return 22.29% hai, expense ratio 0.73% hai aur riskometer very high hai. Lekin Fund B ke 1Y return negative hai, lekin 5Y return bhi 12.03% hai. Sach ye hai ki Fund A long term mein aur bada wealth create karega.
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 Old Bridge Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.62 Lac Cr
- Sharpe Ratio: 0.69
📈 SIP Suitability
Ab humein is baat ko dekhna hai ki SIP ke liye kon sa fund zyada accha hai. Dekho, Fund A aur Fund B donon mein consistency aur return stability ki baat hai. Fund A mein 5Y return 20.24% hai, jabki Fund B mein 12.03% hai. Haan, Fund A mein 3Y return bhi 22.29% hai, jabki Fund B mein 14.7% hai. Lekin Fund B mein expense ratio kam hai, 0.52% hai, jabki Fund A mein 0.73% hai. Toh SIP ke liye Fund B zyada accha hai.
⚠️ Risk & Cost Analysis
Ab humein riskometer, volatility, Sharpe ratio aur expense ratio ke hisaab se fund ko dekhna hai. Dekho, Fund A mein riskometer very high hai, volatility 17.17 hai, Sharpe ratio 0.92 hai aur expense ratio 0.73% hai. Fund B mein bhi riskometer very high hai, volatility 11.89 hai, Sharpe ratio 0.69 hai aur expense ratio 0.52% hai. Toh Fund A mein risk-adjusted returns better hai.
📊 Portfolio Diversification
Ab humein asset allocation aur top holdings concentration ke hisaab se fund ko dekhna hai. Dekho, Fund A mein asset allocation equity mein 93.46% hai, jabki Fund B mein 96.00% hai. Fund A mein top holdings mein Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%) aur The Federal Bank Ltd. (3.87%) hai. Fund B mein top holdings mein HDFC Bank Ltd. (8.5%), ICICI Bank Ltd. (7.8%) aur Reliance Industries Ltd. (6.9%) hai. Toh Fund A mein asset allocation better hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Old Bridge 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 5Y return 20.24% hai, jabki Fund B ki 12.03% hai. Toh Fund A long run mein better returns deta hai.
Q2: Is the higher risk fund worth it?
Fund A mein volatility aur Sharpe ratio jyada hai, lekin Fund B mein expense ratio kam hai. Toh Fund A mein risk-adjusted returns better hai.
Q3: Which fund is more cost-effective?
Fund B ke expense ratio 0.52% hai, jabki Fund A ke 0.73% hai. Toh Fund B cost-effective 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