Which has the lower expense ratio, HDFC Mid Cap Fund - Growth Plan or SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth?

HDFC Mid Cap Fund - Growth Plan's expense ratio is 0.75% versus SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth's 0.46%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both HDFC Mid Cap Fund - Growth Plan and SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

HDFC Mid Cap Fund - Growth Plan vs SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth

Q: HDFC Mid Cap Fund - Growth Plan vs SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth — which has given better returns?

HDFC Mid Cap Fund - Growth Plan has a 1-year return of 7.21% versus SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth's 3.76%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

HDFC Mid Cap Fund - Growth Plan

HDFC Mutual Fund

★★★★★

Equity · Mid Cap

SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth

SBI Mutual Fund

★★★★★

Equity · Mid Cap

Metric	HDFC Mid Cap Fund - Gr...	SBI Nifty Midcap 150 I...
NAV	₹204.77	₹19.78
Star Rating	★★★★★	★★★
Expense Ratio	0.75%	0.46%
AUM	₹100,858 Cr	₹1,152 Cr
1M Return	+5.18%	-0.57%
3M Return	+8.36%	+2.91%
6M Return	+4.47%	+8.34%
1Y Return	+7.21%	+3.76%
3Y CAGR	+20.89%	+18.28%
5Y CAGR	+20.56%	—
Risk Level	—	—
Fund Manager	Chirag Setalvad	Harsh Sethi

open_in_new View Fund A open_in_new View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds