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Large CapVSSmall Cap
Mirae Asset Large Cap Fund vs HDFC Small Cap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
11.03%
VS
3Y Return
15.78%
| Parameter | AMirae Asset Large Cap Fund - Direct Plan - Growth | BHDFC Small Cap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | Mirae Asset | HDFC Mutual Fund |
| Category | Large Cap | Small Cap |
| NAV (₹) | 122.90 | 152.64 |
| AUM (₹ Cr) | 3.82 Lac Cr | 3.82 Lac Cr |
| Expense Ratio (%) | 0.57% | 0.73% |
| Riskometer | Very High | Very High |
| Volatility | 11.64 | 16.9 |
| Sharpe Ratio | 0.39 | 0.55 |
| 1 Year Return (%) | -2% | 0.2% |
| 3 Year Return (%) | 11.03% | 15.78% |
| 5 Year Return (%) | 10.78% | 18.08% |
| Since Launch (%) | 14.98% | 18.02% |
| Min SIP (₹) | 500 | 500 |
| Min Lumpsum (₹) | 1000 | 1000 |
| Launch Date | 2 January 2013 | 30 June 2014 |
| Exit Load | Nil | Nil |
| Fund Manager | Gaurav Misra (7.3 years yrs) | Chirag Setalvad; Dhruv Muchhal (11.9 years yrs) |
| Benchmark | NIFTY 100 Total Return Index | Nifty Smallcap 250 TRI |
| Top 3 Holdings | HDFC Bank Ltd. (9.15%), ICICI Bank Ltd. (8.12%), Reliance Industries Ltd. (5.76%) | Aster DM Healthcare Ltd. (4.42%), Bank Of Baroda (3.23%), Firstsource Solutions Ltd. (3.17%) |
| Asset Allocation | Equity: 99.63% | Mutual Fund: 0.17% | Equity: 90.45% |
| Portfolio Turnover | 20% | 6% |
Why consider Mirae Asset Large Cap Fund?
- Expense ratio: 0.57%
- 3Y return: 11.03%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.39
Why consider HDFC Small Cap Fund?
- Expense ratio: 0.73%
- 3Y return: 15.78%
- AUM: 3.82 Lac Cr
- Sharpe Ratio: 0.55
SIP Calculator – Compare Growth Potential
Mirae Asset Large Cap Fund
₹1096870.77
@11.0% annual return (3Y)
HDFC Small Cap Fund
₹1462201.27
@15.8% 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.