HDFC Mid Cap Fund vs Axis Midcap Fund
Side-by-side comparison of returns, risk, expenses, holdings and performance. AI-powered insights included.
3Y Return
22.29%
3Y Return
19.19%
Dekho, aapke paas do mid-cap funds hain - HDFC Mid Cap Fund aur Axis Midcap Fund. Sabse pehle yeh jaanna zaroori hai ki ye dono fund same category mein hain lekin kya hain unki visheshtayein. Aaj hum aapko dhang se samjhayenge ki kis fund mein invest karna chahiye.
| Parameter | AHDFC Mid Cap Fund - Direct Plan - Growth | BAxis Midcap Fund - Direct Plan - Growth |
|---|---|---|
| Fund House | HDFC Mutual Fund | Axis Mutual Fund |
| Category | Mid Cap | Mid Cap |
| NAV (₹) | 220.36 | 136.27 |
| AUM (₹ Cr) | 9.47 Lac Cr | 3.23 Lac Cr |
| Expense Ratio (%) | 0.73% | 1.58% |
| Riskometer | Very High | Very High |
| Volatility | 17.17 | 14.48 |
| Sharpe Ratio | 0.92 | 0.88 |
| 1 Year Return (%) | 5.95% | 7.41% |
| 3 Year Return (%) | 22.29% | 19.19% |
| 5 Year Return (%) | 20.24% | 16.41% |
| Since Launch (%) | 17.1% | 18.68% |
| 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) | Krishnaa Narayan; Nitin Arora; Shreyash Devalkar (9.5 years yrs) |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Top 3 Holdings | Max Financial Services Ltd. (4.37%), AU Small Finance Bank Ltd. (4.24%), The Federal Bank Ltd. (3.87%) | The Federal Bank Ltd. (3.87%), Fortis Healthcare Ltd. (3.56%), Multi Commodity Exchange Of India Ltd. (3.43%) |
| Asset Allocation | Equity: 93.46% | Equity: 89.53% | Mutual Fund: 0.94% | Futures: 0.21% |
| Portfolio Turnover | 13% | 12% |
🤖 AI Verdict – Which is Better?
Sach ye hai, long-term wealth creation ke liye, HDFC Mid Cap Fund bhaari aage hai. Yeh fund 3Y return mein 22.29% ke return de raha hai, jabki Axis Midcap Fund 19.19% ke return de raha hai. Bahut hi mazboot vichaar hai, lekin expense ratio ka dhyaan dena zaroori hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Axis Midcap Fund ka expense ratio 1.58% 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 Axis Midcap Fund?
- Expense ratio: 1.58%
- 3Y return: 19.19%
- AUM: 3.23 Lac Cr
- Sharpe Ratio: 0.88
📈 SIP Suitability
Haan, SIP ke liye ye dono fund acchi choic hai, lekin HDFC Mid Cap Fund aage hai. Yeh fund 10+ saal ke liye consistent return de raha hai aur investment ke liye bahut hi sahi hai.
⚠️ Risk & Cost Analysis
Volatility aur Sharpe ratio ka dhyaan rakhna zaroori hai. HDFC Mid Cap Fund ka volatility 17.17 hai, jabki Axis Midcap Fund ka volatility 14.48 hai. Sharpe ratio ke hisaab se bhi HDFC Mid Cap Fund thoda hi aage hai. Expense ratio ka dhyaan dena bhi zaroori hai, jabki HDFC Mid Cap Fund ka expense ratio Axis Midcap Fund ke expense ratio ke tulna mein kam hai.
📊 Portfolio Diversification
Asset allocation aur top holdings concentration ka dhyaan rakhna zaroori hai. HDFC Mid Cap Fund ka asset allocation 93.46% hai, jabki Axis Midcap Fund ka asset allocation 89.53% hai. Top holdings concentration ke hisaab se bhi HDFC Mid Cap Fund thoda hi aage hai.
SIP Calculator – Compare Growth Potential
HDFC Mid Cap Fund
₹2221540.12
@22.3% annual return (3Y)
Axis Midcap Fund
₹1814321.04
@19.2% 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, 5Y aur 3Y returns ke hisaab se HDFC Mid Cap Fund aage hai. Iska 5Y return 20.24% hai aur 3Y return 22.29% hai.
Q2: Is the higher risk fund worth it?
Haan, lekin HDFC Mid Cap Fund ka risk bhi kam hai. Yeh fund ka volatility 17.17 hai, jabki Axis Midcap Fund ka volatility 14.48 hai. Sharpe ratio ke hisaab se bhi HDFC Mid Cap Fund thoda hi aage hai.
Q3: Which fund is more cost-effective?
Sach ye hai, HDFC Mid Cap Fund expense ratio ke hisaab se Axis Midcap Fund se kam hai. HDFC Mid Cap Fund ka expense ratio 0.73% hai, jabki Axis Midcap Fund ka expense ratio 1.58% 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