HDFC Large & Mid Cap Fund vs Mirae Asset Large & Midcap Fund
Over the last 3 years, HDFC Large & Mid Cap Fund returned 13.6% a year against 13.1% for Mirae Asset Large & Midcap Fund (Direct plans). Mirae Asset Large & Midcap Fund costs less (0.86% a year, Direct). They hold 51 stocks in common; the portfolio overlap is 39%. Data as of 5 Nov 2026.
| HDFC Large & Mid Cap Fund | Mirae Asset Large & Midcap Fund | |
|---|---|---|
| Category | Large & Mid Cap | Large & Mid Cap |
| Fund house | HDFC Mutual Fund | Mirae Asset Mutual Fund |
| Benchmark (TRI) | Nifty Largemidcap 250 | Nifty Largemidcap 250 |
| Age | 12.4 years | 13.8 years |
| AUM | ₹29,864 cr | ₹44,976 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.92% | 0.86% |
| 1Y return | -1.4% | -0.1% |
| 3Y return (a year) | 13.6% | 13.1% |
| 5Y return (a year) | 13.2% | 10.1% |
| 3Y vs index | +0.3% | -0.1% |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.61% | 1.76% |
| 1Y return | -2.2% | -1.0% |
| 3Y return (a year) | 12.7% | 12.0% |
| 5Y return (a year) | 12.3% | 9.0% |
| 3Y vs index | -0.6% | -1.2% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.2% | 15.1% |
| Max fall, 5Y | -18.7% | -19.5% |
| Down capture, 3Y | 101 | 102 |
| Stocks held | 238 | 82 |
| Top 10 holdings | 19% | 33% |
Common questions
HDFC Large & Mid Cap Fund or Mirae Asset Large & Midcap Fund: which has done better?
Over the last 3 years, HDFC Large & Mid Cap Fund returned 13.6% a year against 13.1% for Mirae Asset Large & Midcap Fund (Direct plans).
How much do HDFC Large & Mid Cap Fund and Mirae Asset Large & Midcap Fund overlap?
They hold 51 stocks in common; the portfolio overlap is 39%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.