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Mid CapVSDebt
HDFC Mid Cap Fund vs SBI Debt Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
VS
3Y Return
14.51%
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BSBI Debt Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | SBI Mutual Fund |
| Category | Mid Cap | Debt |
| NAV (₹) | 220.36 | 13.73 |
| AUM (₹ Cr) | 9.47 Lac Cr | 8.34 Lac Cr |
| Expense Ratio (%) | 0.73% | 0.71% |
| Riskometer | Very High | Moderate |
| Volatility | 17.17 | 3 |
| Sharpe Ratio | 0.92 | 2.67 |
| 1 Year Return (%) | 5.95% | 4.95% |
| 3 Year Return (%) | 22.29% | 14.51% |
| 5 Year Return (%) | 20.24% | 12.09% |
| Since Launch (%) | 17.1% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 5 July 2007 | 9 April 2018 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) | Ardhendu Bhattacharya; Ruchit Mehta (4.1 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | CRISIL Composite Bond Fund Index |
| Top 3 Holdings | Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%) | National Bank For Agriculture And Rural Development (5.8%), Power Finance Corporation Ltd. (5.2%), Rural Electrification Corporation Ltd. (4.9%) |
| Asset Allocation | Equity: 93.46% | Debenture: 40.00% | SDL: 30.00% | T-Bills: 20.00% | GOI Sec: 10.00% |
| Portfolio Turnover | 13% | 150% |
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 SBI Debt Fund?
- Expense ratio: 0.71%
- 3Y return: 14.51%
- AUM: 8.34 Lac Cr
- Sharpe Ratio: 2.67
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
SBI Debt Fund
₹1351949.82
@14.5% annual return (3Y)
*Projected returns are illustrative based on historical 3‑year returns. Past performance does not guarantee future returns.
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
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⚠️ Disclaimer: Mutual fund investments are subject to market risks. Past performance does not guarantee future returns. AI-generated insights are based solely on historical data and do not constitute investment advice. Please consult your SEBI-registered financial advisor.