HDFC Mid Cap Fund vs Quant 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
8.67%
Dekho, aapne do mutual funds dekhe hain - HDFC Mid Cap Fund aur Quant Mutual Fund Multi Cap Fund. Ye donon funds mid cap aur multi cap category mein aate hain. Chaliye, aaj humein yeh sunne hain ki inme se konsa fund long-term wealth creation ke liye behtar hai.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BQuant Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quant Mutual Fund |
| Category | Mid Cap | Multi Cap |
| NAV (₹) | 220.36 | 20.99 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.78 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 14.55 |
| Sharpe Ratio | 0.92 | 0.15 |
| 1 Year Return (%) | 5.95% | 0.18% |
| 3 Year Return (%) | 22.29% | 8.67% |
| 5 Year Return (%) | 20.24% | 7.6% |
| Since Launch (%) | 17.1% | 11.23% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 11 June 2019 |
| 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% | 46% |
🤖 AI Verdict – Which is Better?
Humari rai hai ki HDFC Mid Cap Fund zyada accha fund hai long-term wealth creation ke liye. Iska 3Y return 22.29% hai, jo ki Quant Mutual Fund Multi Cap Fund ka 3Y return se zyada hai. Haan, HDFC Mid Cap Fund ka expense ratio bhi kam hai, jo ki 0.73% hai. Lekin, iska riskometer bhi Very High hai, jisse isme risk bhi 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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 8.67%
- AUM: 1.78 Lac Cr
- Sharpe Ratio: 0.15
📈 SIP Suitability
Aapke paas 10+ saal ki SIP plan hai, to aapko HDFC Mid Cap Fund ka chunna chahiye. Iska 5Y return 20.24% hai, jo ki Quant Mutual Fund Multi Cap Fund ka 5Y return se zyada hai. Haan, HDFC Mid Cap Fund ka volatility bhi thoda zyada hai, lekin iska Sharpe ratio bhi thoda zyada hai.
⚠️ Risk & Cost Analysis
Ab dekhte hain riskometer, volatility, Sharpe ratio aur expense ratio ke baare mein. HDFC Mid Cap Fund ka riskometer Very High hai, lekin uska volatility 17.17 hai, jo ki Quant Mutual Fund Multi Cap Fund ka volatility se zyada hai. Haan, HDFC Mid Cap Fund ka Sharpe ratio bhi thoda zyada hai, lekin uska expense ratio bhi kam hai.
📊 Portfolio Diversification
Aapko pata hai ki asset allocation aur top holdings concentration bahut zaroori hai. HDFC Mid Cap Fund ka asset allocation Equity mein 93.46% hai, jo ki Quant Mutual Fund Multi Cap Fund ka asset allocation Equity se thoda kam hai. Haan, HDFC Mid Cap Fund ka top holdings concentration bhi thoda zyada hai, lekin iska portfolio thoda zyada diversified hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Quant Mutual Fund Multi Cap Fund
₹956588.14
@8.7% 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 ki Quant Mutual Fund Multi Cap Fund ka 5Y return se zyada hai.
Q2: Is the higher risk fund worth it?
HDFC Mid Cap Fund ka volatility 17.17 hai, jo ki Quant Mutual Fund Multi Cap Fund ka volatility se zyada hai. Haan, HDFC Mid Cap Fund ka Sharpe ratio bhi thoda zyada hai.
Q3: Which fund is more cost-effective?
HDFC Mid Cap Fund ka expense ratio 0.73% hai, jo ki Quant Mutual Fund Multi Cap Fund ka expense ratio se kam 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