HDFC Mid Cap Fund vs Quantum 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 funds hain - HDFC Mid Cap Fund aur Quantum Mutual Fund Large Cap Fund. Ye do funds alag-alag categories mein hain - midcap aur largecap. Is article mein, hum aapko batayenge ki kis fund se aapke paas pehli 3 saal mein adhik return milega, aur kis fund ki expense ratio jyada kam hai. Chaliye, hum shuru karte hain.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Large Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quantum Mutual Fund |
| Category | Mid Cap | Large Cap |
| NAV (₹) | 220.36 | 497.22 |
| AUM (₹ Cr) | 9.47 Lac Cr | 2.40 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.52% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 11.75 |
| Sharpe Ratio | 0.92 | 0.7 |
| 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) | Atul Kumar (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% | 21% |
🤖 AI Verdict – Which is Better?
Haan, humne dekha hai ki HDFC Mid Cap Fund 3 saal mein 22.29% ka return diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 14.7% ka return diya hai. Expense ratio ke maamle mein bhi HDFC Mid Cap Fund 0.73% ka expense ratio diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 0.52% ka expense ratio diya hai. Dekho, issey clear hai ki HDFC Mid Cap Fund aapke liye better fund 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 Quantum Mutual Fund Large Cap Fund?
- Expense ratio: 0.52%
- 3Y return: 14.7%
- AUM: 2.40 Lac Cr
- Sharpe Ratio: 0.7
📈 SIP Suitability
SIP ke liye, humne dekha hai ki HDFC Mid Cap Fund 5 saal mein jyada stable return diya hai, jabki Quantum Mutual Fund Large Cap Fund ne thoda chhoti chhoti choti return di hain. Dekho, issey clear hai ki HDFC Mid Cap Fund SIP ke liye better fund hai.
⚠️ Risk & Cost Analysis
Riskometer aur volatility ke maamle mein, Humne dekha hai ki HDFC Mid Cap Fund Very High riskometer rakha hai, jabki Quantum Mutual Fund Large Cap Fund ne bhi Very High riskometer rakha hai. Sharpe ratio ke maamle mein bhi HDFC Mid Cap Fund 0.92 ka sharpe ratio diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 0.7 ka sharpe ratio diya hai. Expense ratio ke maamle mein bhi HDFC Mid Cap Fund 0.73% ka expense ratio diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 0.52% ka expense ratio diya hai. Dekho, issey clear hai ki HDFC Mid Cap Fund aapke liye better fund hai.
📊 Portfolio Diversification
Portfolio diversification ke maamle mein, Humne dekha hai ki HDFC Mid Cap Fund ne asset allocation ke maamle mein 93.46% equity aur 6.54% debt diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 96.00% equity aur 4.00% debt diya hai. Top holdings ke maamle mein bhi HDFC Mid Cap Fund ne 3 top holdings diye hain, jabki Quantum Mutual Fund Large Cap Fund ne bhi 3 top holdings diye hain. Dekho, issey clear hai ki HDFC Mid Cap Fund aapke liye better fund hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Quantum 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?
Sach ye hai, HDFC Mid Cap Fund 5 saal mein 20.24% ka return diya hai, jabki Quantum Mutual Fund Large Cap Fund ne 12.03% ka return diya hai.
Q2: Is the higher risk fund worth it?
Nahin, kyunki HDFC Mid Cap Fund aur Quantum Mutual Fund Large Cap Fund dono hi Very High riskometer rakhe hain, lekin HDFC Mid Cap Fund ka sharpe ratio 0.92 ka hai, jabki Quantum Mutual Fund Large Cap Fund ka sharpe ratio 0.7 ka hai.
Q3: Which fund is more cost‑effective?
Sach ye hai, Quantum Mutual Fund Large Cap Fund ka expense ratio 0.52% ka hai, jabki HDFC Mid Cap Fund ka expense ratio 0.73% ka hai, lekin Quantum Mutual Fund Large Cap Fund ka AUM 24000 Cr ka hai, jabki HDFC Mid Cap Fund ka AUM 94744.72 Cr ka 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