HDFC Mid Cap Fund vs SBI Midcap Fund
Over the last 3 years, HDFC Mid Cap Fund returned 16.7% a year against 10.2% for SBI Midcap Fund (Direct plans). HDFC Mid Cap Fund costs less (0.74% a year, Direct). They hold 12 stocks in common; the portfolio overlap is 13%. Data as of 5 Nov 2026.
| HDFC Mid Cap Fund | SBI Midcap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | HDFC Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Midcap 150 | Nifty Midcap 150 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹1,05,346 cr | ₹24,262 cr |
| Direct plan | ||
| Rating | A | C |
| Expense ratio | 0.74% | 1.01% |
| 1Y return | 1.2% | -0.5% |
| 3Y return (a year) | 16.7% | 10.2% |
| 5Y return (a year) | 17.9% | 11.5% |
| 3Y vs index | +1.4% | -5.1% |
| Regular plan | ||
| Rating | A+ | C |
| Expense ratio | 1.31% | 1.80% |
| 1Y return | 0.6% | -1.3% |
| 3Y return (a year) | 16.0% | 9.2% |
| 5Y return (a year) | 17.1% | 10.6% |
| 3Y vs index | +0.7% | -6.0% |
| Risk and portfolio | ||
| Volatility, 3Y | 15.3% | 14.6% |
| Max fall, 5Y | -16.8% | -17.9% |
| Down capture, 3Y | 80 | 87 |
| Stocks held | 79 | 55 |
| Top 10 holdings | 31% | 28% |
Common questions
HDFC Mid Cap Fund or SBI Midcap Fund: which has done better?
Over the last 3 years, HDFC Mid Cap Fund returned 16.7% a year against 10.2% for SBI Midcap Fund (Direct plans).
How much do HDFC Mid Cap Fund and SBI Midcap Fund overlap?
They hold 12 stocks in common; the portfolio overlap is 13%.
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.