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Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

AX
Axis MFAxis Business Cycles Fund - Growth - Direct PlanDirect · Growth
₹16.96 as on 29 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricAXAxis Business Cycles Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCAxis MFHDFC MF
CategoryEquity - Thematic Fund - OtherEquity - Sectoral Fund - Pharma & Health Care
NAV₹16.96 (29 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★★★
BenchmarkNIFTY 500 - TRIBSE Health Care - TRI
Fund ManagerAshish NaikNikhil Mathur
Inception22 Feb 202304 Oct 2023
Returns
1Y-3.14%22.64%
3Y12.47%30.41%
5Y——
Since Inception15.41%29.15%
Risk
14.2814.07
1.000.59
0.471.59
2.9321.67
0.853.48
-12.56%-9.23%
Costs
Expense Ratio1.60%1.03%
Exit LoadNil for 10% of investment and 1% for remaining investment on or before 12M, Nil after 12M1% on or before 30D, Nil after 30D
Min SIP₹1,000₹100
Min Lumpsum₹100₹100
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

◐Portfolio Overlap
Axis MF100%
HDFC MF100%
0.0%

Only 0.0% of holdings by weight are common between Axis MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

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