HDFC Mid Cap Fund vs Quant 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, today humein do funds ke beech ki comparison karni hai - HDFC Mid Cap Fund aur Quant Mutual Fund Large Cap Fund. Ye dono funds mid-cap aur large-cap category mein aate hain. Is article mein, hum aapko bataunga ki kis fund ka long-term wealth creation ke liye better hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quant Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.47 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 12.4 |
| Sharpe Ratio | 0.92 | 0.66 |
| 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% | 27% |
🤖 AI Verdict – Which is Better?
Chaliye, ab hum sochenge ki kis fund ka long-term wealth creation ke liye better hai. Dekho, 3Y return ke hisab se HDFC Mid Cap Fund ka return 22.29% hai, jabki Quant Mutual Fund Large Cap Fund ka return 14.7% hai. Lekin expense ratio ke hisab se, HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Sach ye hai ki riskometer bhi dono funds ke liye "Very High" hai. Lekin volatility ke hisab se, HDFC Mid Cap Fund ki volatility 17.17 hai, jabki Quant Mutual Fund Large Cap Fund ki volatility 12.4 hai. Sharpe ratio ke hisab se, HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jabki Quant Mutual Fund Large Cap Fund ka Sharpe ratio 0.66 hai. Haan, hum sochenge ki kis fund ki risk-adjusted returns better 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 Quant Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.47 Lac Cr
- Sharpe Ratio: 0.66
📈 SIP Suitability
Dekho, SIP ke liye kis fund better hai? Chaliye, hum consistency aur return stability ke hisab se sochenge. HDFC Mid Cap Fund ka 1Y return 5.95% hai, jabki Quant Mutual Fund Large Cap Fund ka 1Y return -4.02% hai. Lekin 3Y return ke hisab se, HDFC Mid Cap Fund ka return 22.29% hai, jabki Quant Mutual Fund Large Cap Fund ka return 14.7% hai. Haan, hum sochenge ki kis fund ka SIP suitability better hai.
⚠️ Risk & Cost Analysis
Chaliye, ab hum riskometer, volatility, Sharpe ratio, aur expense ratio ke hisab se sochenge. Dekho, HDFC Mid Cap Fund ka riskometer "Very High" hai, jabki Quant Mutual Fund Large Cap Fund ka riskometer bhi "Very High" hai. Lekin volatility ke hisab se, HDFC Mid Cap Fund ki volatility 17.17 hai, jabki Quant Mutual Fund Large Cap Fund ki volatility 12.4 hai. Sharpe ratio ke hisab se, HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jabki Quant Mutual Fund Large Cap Fund ka Sharpe ratio 0.66 hai. Expense ratio ke hisab se, HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai. Haan, hum sochenge ki kis fund ki risk-adjusted returns better hai.
📊 Portfolio Diversification
Dekho, asset allocation aur top holdings concentration ke hisab se kis fund ki portfolio diversification better hai. HDFC Mid Cap Fund ka asset allocation 93.46% equity hai, jabki 4.37% Max Financial Services Ltd. ke share hain. Lekin Quant Mutual Fund Large Cap Fund ka asset allocation 96.00% equity hai, aur 4.00% T-Bills hain. Top three holdings ke hisab se, HDFC Mid Cap Fund ka 4.37% Max Financial Services Ltd. ke share hain, jabki Quant Mutual Fund Large Cap Fund ka 8.5% HDFC Bank Ltd. ke share hain. Haan, hum sochenge ki kis fund ki portfolio diversification better hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Quant 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, jabki Quant Mutual Fund Large Cap Fund ka 5Y return 12.03% hai. Isliye, HDFC Mid Cap Fund ka long-term return better hai.
Q2: Is the higher risk fund worth it?
HDFC Mid Cap Fund ki volatility 17.17 hai, jabki Quant Mutual Fund Large Cap Fund ki volatility 12.4 hai. Lekin Sharpe ratio ke hisab se, HDFC Mid Cap Fund ka Sharpe ratio 0.92 hai, jabki Quant Mutual Fund Large Cap Fund ka Sharpe ratio 0.66 hai. Isliye, HDFC Mid Cap Fund ki risk-adjusted returns better hai.
Q3: Which fund is more cost-effective?
Quant Mutual Fund Large Cap Fund ka expense ratio 0.52% hai, jabki HDFC Mid Cap Fund ka expense ratio 0.73% hai. Isliye, Quant Mutual Fund Large Cap Fund adhik 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