⚖ Axis Midcap Fund vs HDFC Mid Cap Fund
Abundance Financial Services · ARN-251838
FUND
Axis Midcap Fund
Axis Mutual Fund
HDFC Mid Cap Fund
HDFC Mutual Fund
📊 Returns Across All Time Horizons
1 Month
-5.1%↑ best
-5.1%
3 Months
-4.4%↑ best
-5.0%
6 Months
+0.5%↑ best
-1.0%
1 Year
+0.8%↑ best
+0.2%
3 Years
+14.1%
+14.8%↑ best
5 Years
+9.8%
+15.8%↑ best
7 Years
+17.0%
+21.2%↑ best
10 Years
+15.6%
+15.6%↑ best
Inception
+16.9%↑ best
+16.7%
📉 Risk Metrics
Volatility
15.5%
15.3%
Max Drawdown
-19.2%
-16.4%
Return/Risk
0.91
0.97
🏅 Category Peer-Rank
Rank by 3Y Return
#12 of 28
#9 of 28
💰 Wealth Simulation
Lumpsum (₹1L MF · ₹10L SIF min.)
1Y
₹1,00,810
+₹810
→
3Y
₹1,48,388
+₹48,388
→
5Y
₹1,59,374
+₹59,374
1Y
₹1,00,220
+₹220
→
3Y
₹1,51,454
+₹51,454
→
5Y
₹2,07,960
+₹1,07,960
📊 Portfolio Overlap & Structure
Portfolio Overlap
30.4%
overlap
30.4%
overlap
🏛 Market Cap Breakdown
Large Cap Equity
14.9%
8.1%
Mid Cap Equity
59.2%
64.5%
Small Cap Equity
5.1%
15.3%
Debt / Cash / Other
20.8%
12.2%
🏢 Top Sectors per Fund
Top Sector Allocation
22.3%
17.4%
13.2%
10.6%
7.3%
25.8%
15.4%
12.8%
11.6%
9.4%
Overall Leader: HDFC Mid Cap Fund
HDFC Mid Cap Fund by HDFC Mutual Fund ranks highest across the metrics compared — weighted toward long-term consistency (5Y/7Y/10Y and Return/Risk count most, 1M/3M count least), averaged only over the periods each fund actually has data for so a newer fund isn't penalized for not existing that long.
Important Disclosure:This comparison is for informational and educational purposes only and does not constitute investment advice. Data sourced from AMFI (mutual funds) and SEBI-regulated SIF disclosures. Past performance is not indicative of future returns. Abundance Financial Services. Atin Kumar Agrawal · ARN-251838 · AMFI Registered Mutual Fund & SIF Distributor.