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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Axis Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Axis MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹129.09 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Tejas Sheth | Nikhil Mathur |
| Inception | 29 Nov 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | 2.82% | 22.64% |
| 3Y | 13.97% | 30.41% |
| 5Y | 14.81% | — |
| Since Inception | 21.89% | 29.15% |
| Risk | ||
| 15.80 | 14.07 | |
| 0.78 | 0.59 | |
| 0.56 | 1.59 | |
| 2.24 | 21.67 | |
| 1.07 | 3.48 | |
| -10.88% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.72% | 1.03% |
| Exit Load | Nil for 10% of investments and 1% for remaining investments on or before 12M, Nil after 12M | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹100 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Axis MF96%
HDFC MF96%
4.4%Only 4.4% 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.
Common holdingAxis MFHDFC MF
Torrent Pharmaceuticals Ltd.2.32%3.65%
Krishna Institute of Medical Sciences Ltd2.46%2.10%
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