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 | SBI Midcap Fund SBI | |
|---|---|---|
| Returns | ||
| 1 year | -2.0% | -3.4% |
| 3 years, a year | +14.9% | +8.6% |
| 5 years, a year | +16.5% | +10.2% |
| Since launch, a year | +16.6% | +12.7% |
| 3-year rank in category | 13 of 29 | 29 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 14.4% | 14.5% |
| Biggest fall, 3 years | -16.9% | -18.2% |
| Sharpe ratio, 3 years | 0.60 | 0.20 |
| Beta | 0.84 | 0.74 |
| Alpha, a year | +2.3% | -3.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.31% | 1.80% |
| Money in the fund | ₹1.02 lakh cr | ₹22,643 cr |
| Running for | 19.4 years | 21.6 years |
| Minimum SIP | ₹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 | SBI |
|---|---|---|
| The Federal Bank Ltd. | 4.0% | 2.5% |
| Aurobindo Pharma Ltd. | 2.2% | 2.2% |
| Bharat Forge Ltd. | 1.2% | 2.2% |
| AIA Engineering Ltd. | 1.3% | 1.2% |
| Mahindra & Mahindra Financial Services Ltd. | 2.1% | 1.1% |
| Star Health and Allied Insurance Company Ltd | 1.1% | 1.4% |
| ICICI Lombard General Insurance Co | 0.9% | 2.7% |
| Fortis Healthcare Limited | 2.4% | 0.8% |
| Sundram Fasteners Ltd. | 0.8% | 1.9% |
| Supreme Industries Ltd. | 0.6% | 3.0% |
Both are Mid Cap funds, from HDFC and SBI. HDFC Mid Cap Fund manages ₹1.02 lakh cr and SBI Midcap Fund ₹22,643 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 1.80% for SBI Midcap Fund.
Over three years, HDFC Mid Cap Fund returned +14.9% a year and SBI Midcap Fund +8.6% a year. Over one year they returned -2.0% and -3.4%. Past returns do not indicate future returns.
They hold 12.7% of the same investments, 51.7% of the same industries and 67.9% 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.