HDFC Mid Cap Fund vs Quantum 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
7.98%
Dekho, aapke paas do mid-cap aur multi-cap funds hain. Fund A hai HDFC Mid Cap Fund Direct Plan Growth aur Fund B hai Quantum Mutual Fund Multi Cap Fund Regular Plan Growth. Chaliye, humein Fund A aur Fund B ki comparison karte hue kuchh cheezein seekhne hain.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BQuantum Mutual Fund Multi Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Quantum Mutual Fund |
| Category | Mid Cap | Multi Cap |
| NAV (₹) | 220.36 | 8.38 |
| AUM (₹ Cr) | 9.47 Lac Cr | 1.73 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.68% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 13.65 |
| Sharpe Ratio | 0.92 | 0.27 |
| 1 Year Return (%) | 5.95% | -11.42% |
| 3 Year Return (%) | 22.29% | 7.98% |
| 5 Year Return (%) | 20.24% | 4.71% |
| 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) | Atul Kumar (3.5 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% | 35% |
🤖 AI Verdict – Which is Better?
Haan, humein dikhaya hai ki Fund A ne 3Y mein 22.29% return diya hai, jiska matlab hai ki woh Fund B se behtar hai. Lekin, expense ratio me Fund B ke liye 1.68% hai, jo Fund A ke 0.73% se adhik hai. Sach ye hai, Fund A ki riskometer Very High hai, lekin Sharpe ratio 0.92 hai, jo Fund B ke 0.27 se adhik hai. Isliye, hum Fund A ko long-term mein behtar vishvaas banate hain.
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 Multi Cap Fund?
- Expense ratio: 1.68%
- 3Y return: 7.98%
- AUM: 1.73 Lac Cr
- Sharpe Ratio: 0.27
📈 SIP Suitability
dekho, Fund A ne 3Y mein consistent return diya hai, lekin Fund B ne negative return diya hai. Isliye, Fund A better hoga SIP ke liye, kyonki woh stability provide karega.
⚠️ Risk & Cost Analysis
Haan, Fund A aur Fund B dono ki riskometer Very High hai, lekin Volatility Fund A mein 17.17 hai, jo Fund B ke 13.65 se adhik hai. Sharpe ratio Fund A mein 0.92 hai, jo Fund B ke 0.27 se adhik hai. Isliye, Fund A me better risk-adjusted return hoga.
📊 Portfolio Diversification
dekho, Fund A mein equity 93.46% hai, jiska matlab hai ki woh kam se kam diversified hai. Lekin, Fund B mein HDFC Bank Ltd. aur ICICI Bank Ltd. aise top holdings hain, jo sector risk ko dikhate hain. Isliye, Fund A better diversified portfolio hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Quantum Mutual Fund Multi Cap Fund
₹919786.47
@8.0% 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?
Haan, Fund A ne 5Y mein 20.24% return diya hai, jo Fund B ke 4.71% se adhik hai. Isliye, Fund A better hai long run mein.
Q2: Is the higher risk fund worth it?
Haan, Fund A ki volatility 17.17 hai, jo Fund B ke 13.65 se adhik hai. Lekin, Fund A ka Sharpe ratio 0.92 hai, jo Fund B ke 0.27 se adhik hai. Isliye, Fund A ke liye higher risk ka fayda hoga.
Q3: Which fund is more cost-effective?
Haan, Fund A ke expense ratio 0.73% hai, jo Fund B ke 1.68% se kam hai. Isliye, Fund A 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