Aeterna Wealth

HDFC Mid Cap Fund vs Mirae Asset Midcap Fund

Over the last 3 years, HDFC Mid Cap Fund returned 16.5% a year against 15.8% for Mirae Asset Midcap Fund (Direct plans). HDFC Mid Cap Fund was the more consistent: ahead of its index in 100% of rolling 3-year periods, against 8%. In falling months, HDFC Mid Cap Fund fell less: 80% of the index's fall, against 101%. They hold 18 stocks in common; the portfolio overlap is 19%. Data as of 12 Nov 2026.

HDFC Mid Cap FundMirae Asset Midcap Fund
CategoryMid CapMid Cap
Fund houseHDFC Mutual FundMirae Asset Mutual Fund
BenchmarkNifty Midcap 150 TRINifty Midcap 150 TRI
Age13.9 years7.3 years
AUM on 30 Oct 2026₹1,00,682 cr₹18,849 cr
Direct plan
RatingCB
Expense ratio0.74%0.96%
1Y return2.7%4.0%
3Y return (a year)16.5%15.8%
5Y return (a year)17.6%13.8%
3Y vs index+1.6%+0.9%
Rating score, rank30 · #25 of 2855 · #13 of 28
Regular plan
RatingCB
Expense ratio1.31%2.01%
1Y return2.1%2.9%
3Y return (a year)15.8%14.5%
5Y return (a year)16.9%12.6%
3Y vs index+0.9%-0.3%
Rating score, rank38 · #24 of 2854 · #12 of 28
Consistency, risk and portfolio
Ahead of index, rolling 3Y periods100%8%
Deepest fall, 3Y-16.8%-22.5%
Volatility, 3Y15.2%17.1%
Max fall, 5Y-16.8%-22.5%
Down capture, 3Y80101
Stocks held7963
Top 10 holdings31%32%
Large / mid / small caps10 / 64 / 17%12 / 68 / 16%
Largest sectorBanksPharmaceuticals & Biotechnology

Common questions

HDFC Mid Cap Fund or Mirae Asset Midcap Fund: which is better?

On our track-record ratings (Direct plans), HDFC Mid Cap Fund is rated C and Mirae Asset Midcap Fund is rated B, 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.

HDFC Mid Cap Fund or Mirae Asset Midcap Fund: which has done better?

Over the last 3 years, HDFC Mid Cap Fund returned 16.5% a year against 15.8% for Mirae Asset Midcap Fund (Direct plans).

How much do HDFC Mid Cap Fund and Mirae Asset Midcap Fund overlap?

They hold 18 stocks in common; the portfolio overlap is 19%.

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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