HDFC Mid Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
1.9%
Today, humein do mid-cap funds ke baare mein jaanne ke liye hain - HDFC Mid Cap Fund aur Old Bridge Mutual Fund Mid Cap Fund. Ye donon fund ek hi category mein aate hain, lekin unke 1Y, 3Y, aur 5Y returns mein kuch alag hai. Aaj hum jaanege ki kis fund mein long-term mein paise kamana asaan hai aur kis fund ki riskometer zyada hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Mid Cap | Mid Cap |
| NAV (₹) | 220.36 | 10.59 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 15.35 |
| Sharpe Ratio | 0.92 | 1.82 |
| 1 Year Return (%) | 5.95% | 5.79% |
| 3 Year Return (%) | 22.29% | 1.9% |
| 5 Year Return (%) | 20.24% | 1.13% |
| Since Launch (%) | 17.1% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 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%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 93.46% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 13% | 31% |
🤖 AI Verdict – Which is Better?
Sach ye hai ki Fund A, HDFC Mid Cap Fund, 3Y aur 5Y mein better return deti hai. Lekin expense ratio ke hisab se, Fund B, Old Bridge Mutual Fund Mid Cap Fund, better hai. Haan, riskometer aur volatility ke hisab se bhi Fund A zyada riski hai. Isliye, humein lagta hai ki Fund B long-term mein paise kamane ke liye better option 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 Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
SIP kamre ke liye Fund B, Old Bridge Mutual Fund Mid Cap Fund, better hai. Ye fund 3Y aur 5Y mein kam return deti hai, lekin expense ratio se kam hai. Isse humein lagta hai ki Fund B monthly SIP ke liye better option hai, kyonki isse humein long-term mein paise kamane ke liye zyada paise nahin dena padenge.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke hisab se, Fund A, HDFC Mid Cap Fund, zyada riski hai. Lekin Sharpe ratio 0.92 hai, jisse humein lagta hai ki Fund A kam return ke liye kam risk le rahi hai. Expense ratio ke hisab se bhi Fund B kam hai. Isse humein lagta hai ki Fund B better risk-adjusted return deti hai.
📊 Portfolio Diversification
Asset allocation ke hisab se, Fund B, Old Bridge Mutual Fund Mid Cap Fund, more diversified hai. Lekin top holdings concentration ke hisab se, Fund A, HDFC Mid Cap Fund, thoda kam diversified hai. Isse humein lagta hai ki Fund B sector risk ke liye better hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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 ki Fund A, HDFC Mid Cap Fund, 5Y/3Y returns mein better hai, lekin expense ratio aur riskometer ke hisab se Fund B better hai.
Q2: Is the higher risk fund worth it?
Haan, Fund A ka Sharpe ratio 0.92 hai, jisse humein lagta hai ki yeh kam return ke liye kam risk le rahi hai, lekin expense ratio ke hisab se Fund B better hai.
Q3: Which fund is more cost-effective?
Sach ye hai ki Fund B ka expense ratio 1.75% hai, jo Fund A ka expense ratio 0.73% se kam hai. Isliye, Fund B more 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