HDFC Mid Cap Fund vs Old Bridge Mutual Fund Multi 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%
Chaliye, dekho, Fund A (HDFC Mid Cap Fund) aur Fund B (Old Bridge Mutual Fund Multi Cap Fund) ki comparison karne ke liye aap yaha hain.
Hum aapko dikhayenge ki konsa fund long-term wealth creation ke liye better hai aur kya fund monthly SIP ke liye suitable hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Mid Cap | Multi Cap |
| NAV (₹) | 220.36 | 8.38 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.89 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 13.85 |
| Sharpe Ratio | 0.92 | 1.82 |
| 1 Year Return (%) | 5.95% | -11.42% |
| 3 Year Return (%) | 22.29% | 1.9% |
| 5 Year Return (%) | 20.24% | 1.13% |
| Since Launch (%) | 17.1% | -11.2% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 6 November 2024 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Gopal Agrawal; Atul Zabhade (3.2 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty 500 Multicap 50:25:25 TRI |
| 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. (6.5%), ICICI Bank Ltd. (5.8%), Reliance Industries Ltd. (4.9%) |
| Asset Allocation | Equity: 93.46% | Equity: 97.00% | T-Bills: 3.00% |
| Portfolio Turnover | 13% | 38% |
🤖 AI Verdict – Which is Better?
sach ye hai, Fund B (Old Bridge Mutual Fund Multi Cap Fund) fund ke liye long-term wealth creation ke liye better hai. Iska 3Y return 22.29% hai, jo Fund A ke 22.29% se accha hai. lekin, Fund A ka expense ratio 0.73% hai, jo Fund B ke 1.68% se kam hai. jisliye Fund A ka riskometer Very High hai, wo bhi Fund B ke jaisa 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 1.9%
- AUM: 1.89 Lac Cr
- Sharpe Ratio: 1.82
📈 SIP Suitability
Monthly SIP ke liye, Fund A (HDFC Mid Cap Fund) better hai. Iska 3Y return aur 5Y return Fund B ke 1.9% aur 1.13% se accha hai. lekin, Fund A ka expense ratio Fund B ke 1.68% se kam hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke dauran, Fund B (Old Bridge Mutual Fund Multi Cap Fund) Fund A (HDFC Mid Cap Fund) se accha hai. lekin, Fund B ka expense ratio Fund A ke 0.73% se zyada hai.
Sharpe ratio ke dauran, Fund B Fund A se accha hai. jisliye Fund A ka riskometer Very High hai, wo bhi Fund B ke jaisa hai.
📊 Portfolio Diversification
Asset allocation ke dauran, Fund A (HDFC Mid Cap Fund) aur Fund B (Old Bridge Mutual Fund Multi Cap Fund) mein koi bhi behtar nahi hai. lekin, Fund A ka asset allocation Equity 93.46% hai, jo Fund B ke 97.00% se kam hai.
Top holdings concentration ke dauran, Fund A ka top 3 holdings Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), aur The Federal Bank Ltd. (3.87%) hai. Fund B ka top 3 holdings HDFC Bank Ltd. (6.5%), ICICI Bank Ltd. (5.8%), aur Reliance Industries Ltd. (4.9%) hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Old Bridge Mutual Fund Multi 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?
yadi aap long-term wealth creation ke liye fund chun rahe hain, tab Fund B (Old Bridge Mutual Fund Multi Cap Fund) aapke liye better hai. Iska 5Y return 1.13% hai, jo Fund A ke 20.24% se kam hai.
Q2: Is the higher risk fund worth it?
nahi, Fund A (HDFC Mid Cap Fund) ka riskometer Very High hai, lekin uska expense ratio Fund B ke 1.68% se kam hai.
Q3: Which fund is more cost-effective?
Fund A (HDFC Mid Cap Fund) ka expense ratio 0.73% hai, jo Fund B ke 1.68% se kam hai. isliye, Fund A cost-effective fund hai.