HDFC Mid Cap Fund vs PPFAS 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, aapke paas do mutual fund options hain - HDFC Mid Cap Fund aur PPFAS Mutual Fund Large Cap Fund. dono ki category alag hai, ek mid cap hai aur dusra large cap. chaliye, aapko yeh samajhne mein madad karte hain ki kaunsa fund aapke long-term wealth creation ke liye behtar hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BPPFAS Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | PPFAS Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.44 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 12.07 |
| Sharpe Ratio | 0.92 | 0.68 |
| 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) | Rajeev Thakkar (3.5 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% | 24% |
🤖 AI Verdict – Which is Better?
haan, HDFC Mid Cap Fund ka 3Y return 22.29% hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai. lekin, riskometer dono funds ka very high hai. expense ratio ki baat karein to, HDFC Mid Cap Fund ka expense ratio 0.73% hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai. sach ye hai, HDFC Mid Cap Fund ka return zyada hai, lekin risk bhi zyada 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 PPFAS Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.44 Lac Cr
- Sharpe Ratio: 0.68
📈 SIP Suitability
chaliye, SIP suitability ki baat karte hain. HDFC Mid Cap Fund ka 1Y return 5.95% hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai. lekin, consistency ki baat karein to, PPFAS Mutual Fund Large Cap Fund ka 3Y return 14.7% hai, jo HDFC Mid Cap Fund se kam hai. dekho, dono funds mein SIP kar sakte hain, lekin HDFC Mid Cap Fund ka return zyada hai.
⚠️ Risk & Cost Analysis
dekho, riskometer dono funds ka very high hai. volatility ki baat karein to, HDFC Mid Cap Fund ka volatility 17.17 hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai. Sharpe ratio ki baat karein to, HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai. haan, expense ratio ki baat karein to, PPFAS Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Mid Cap Fund se kam hai.
📊 Portfolio Diversification
chaliye, portfolio diversification ki baat karte hain. HDFC Mid Cap Fund ka asset allocation equity mein 93.46% hai, aur top 3 holdings mein Max Financial Services Ltd., AU Small Finance Bank Ltd., aur The Federal Bank Ltd. hain. PPFAS Mutual Fund Large Cap Fund ka asset allocation equity mein 96.00% hai, aur top 3 holdings mein HDFC Bank Ltd., ICICI Bank Ltd., aur Reliance Industries Ltd. hain. dekho, dono funds ka portfolio alag hai, lekin HDFC Mid Cap Fund ka portfolio zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
PPFAS 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?
HDFC Mid Cap Fund ka 5Y return 20.24% hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai.
Q2: Is the higher risk fund worth it?
haan, HDFC Mid Cap Fund ka risk zyada hai, lekin return bhi zyada hai. Sharpe ratio ki baat karein to, HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jo PPFAS Mutual Fund Large Cap Fund se zyada hai.
Q3: Which fund is more cost‑effective?
PPFAS Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jo HDFC Mid Cap Fund se kam hai. N/A exit load ki information 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