DSP Midcap Fund vs HDFC Mid Cap Fund
Over the last 3 years, HDFC Mid Cap Fund returned 16.5% a year against 13.8% for DSP Midcap Fund (Direct plans). HDFC Mid Cap Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 0%. In falling months, HDFC Mid Cap Fund fell less: 80% of the index's fall, against 98%. They hold 25 stocks in common; the portfolio overlap is 33%. Data as of 12 Nov 2026.
| DSP Midcap Fund | HDFC Mid Cap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | DSP Mutual Fund | HDFC Mutual Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Age | 13.9 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹18,855 cr | ₹1,00,682 cr |
| Direct plan | ||
| Rating | C | C |
| Expense ratio | 0.83% | 0.74% |
| 1Y return | 2.0% | 2.7% |
| 3Y return (a year) | 13.8% | 16.5% |
| 5Y return (a year) | 10.8% | 17.6% |
| 3Y vs index | -1.1% | +1.6% |
| Rating score, rank | 40 · #23 of 28 | 30 · #25 of 28 |
| Regular plan | ||
| Rating | C | C |
| Expense ratio | 1.73% | 1.31% |
| 1Y return | 1.1% | 2.1% |
| 3Y return (a year) | 12.7% | 15.8% |
| 5Y return (a year) | 9.8% | 16.9% |
| 3Y vs index | -2.2% | +0.9% |
| Rating score, rank | 42 · #21 of 28 | 38 · #24 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 0% | 100% |
| Deepest fall, 3Y | -21.2% | -16.8% |
| Volatility, 3Y | 16.4% | 15.2% |
| Max fall, 5Y | -21.4% | -16.8% |
| Down capture, 3Y | 98 | 80 |
| Stocks held | 63 | 79 |
| Top 10 holdings | 30% | 31% |
| Large / mid / small caps | 16 / 68 / 11% | 10 / 64 / 17% |
| Largest sector | Auto Components | Banks |
Common questions
DSP Midcap Fund or HDFC Mid Cap Fund: which is better?
On our track-record ratings (Direct plans), DSP Midcap Fund is rated C and HDFC Mid Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
DSP Midcap Fund or HDFC Mid Cap Fund: which has done better?
Over the last 3 years, HDFC Mid Cap Fund returned 16.5% a year against 13.8% for DSP Midcap Fund (Direct plans).
How much do DSP Midcap Fund and HDFC Mid Cap Fund overlap?
They hold 25 stocks in common; the portfolio overlap is 33%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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