Two of the largest Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| HDFC Mid Cap Fund HDFC | Nippon India Growth Mid Cap Fund Nippon India | |
|---|---|---|
| Returns | ||
| 1 year | -2.0% | -0.4% |
| 3 years, a year | +14.9% | +15.6% |
| 5 years, a year | +16.5% | +15.1% |
| Since launch, a year | +16.6% | +15.1% |
| 3-year rank in category | 13 of 29 | 10 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.4% | 16.2% |
| Biggest fall, 3 years | -16.9% | -20.1% |
| Sharpe ratio, 3 years | 0.60 | 0.58 |
| Beta | 0.84 | 0.95 |
| Alpha, a year | +2.3% | +2.1% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.31% | 1.56% |
| Money in the fund | ₹1.02 lakh cr | ₹49,505 cr |
| Running for | 19.4 years | 31.1 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | HDFC | Nippon India |
|---|---|---|
| Au Small Finance Bank Ltd. | 3.9% | 2.8% |
| The Federal Bank Ltd. | 4.0% | 2.6% |
| Fortis Healthcare Limited | 2.4% | 2.5% |
| Persistent Systems Limited | 1.8% | 1.7% |
| Gland Pharma Ltd. | 1.7% | 1.6% |
| Eternal Limited | 1.4% | 2.4% |
| Max Financial Services Ltd. | 3.5% | 1.3% |
| Alkem Laboratories Ltd. | 1.7% | 1.3% |
| Bharat Forge Ltd. | 1.2% | 2.0% |
| Ipca Laboratories Ltd. | 3.4% | 1.2% |
Both are Mid Cap funds, from HDFC and Nippon India. HDFC Mid Cap Fund manages ₹1.02 lakh cr and Nippon India Growth Mid Cap Fund ₹49,505 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
HDFC Mid Cap Fund, at 1.31% a year, against 1.56% for Nippon India Growth Mid Cap Fund.
Over three years, HDFC Mid Cap Fund returned +14.9% a year and Nippon India Growth Mid Cap Fund +15.6% a year. Over one year they returned -2.0% and -0.4%. Past returns do not indicate future returns.
They hold 29.6% of the same investments, 61.3% of the same industries and 71.5% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.