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Small CapVSMid Cap
HDFC Small Cap Fund vs Old Bridge Mutual Fund Mid Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
15.78%
VS
3Y Return
1.9%
| Parameter | AHDFC Small Cap Fund - Direct Plan - Growth | BOld Bridge Mutual Fund Mid Cap Fund - Regular Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Old Bridge Mutual Fund |
| Category | Small Cap | Mid Cap |
| NAV (₹) | 152.64 | 10.59 |
| AUM (₹ Cr) | 3.82 Lac Cr | 1.57 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.75% |
| Riskometer | Very High | Very High |
| Volatility | 16.9 | 15.35 |
| Sharpe Ratio | 0.55 | 1.82 |
| 1 Year Return (%) | 0.2% | 5.79% |
| 3 Year Return (%) | 15.78% | 1.9% |
| 5 Year Return (%) | 18.08% | 1.13% |
| Since Launch (%) | 18.02% | N/A |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 30 June 2014 | 4 March 2026 |
| Exit Load | Nil | Nil |
| Fund Manager | Chirag Setalvad; Dhruv Muchhal (11.9 years yrs) | Chirag Setalvad; Dhruv Muchhal (13.4 years yrs) |
| Benchmark | Nifty Smallcap 250 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | Aster DM Healthcare Ltd. (4.42%), Bank Of Baroda (3.23%), Firstsource Solutions Ltd. (3.17%) | Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%) |
| Asset Allocation | Equity: 90.45% | Equity: 94.00% | T-Bills: 6.00% |
| Portfolio Turnover | 6% | 31% |
Why consider HDFC Small Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 15.78%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.55
Why consider Old Bridge Mutual Fund Mid Cap Fund?
- Expense ratio: 1.75%
- 3Y return: 1.9%
- AUM: 1.57 Lac Cr
- Sharpe Ratio: 1.82
SIP Calculator – Compare Growth Potential
HDFC Small Cap Fund
₹1462201.27
@15.8% annual return (3Y)
Old Bridge Mutual Fund Mid Cap Fund
₹661259.80
@1.9% 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.