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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 | Edelweiss Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Edelweiss MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹49.84 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Dhruv Bhatia | Nikhil Mathur |
| Inception | 07 Feb 2019 | 04 Oct 2023 |
| Returns | ||
| 1Y | 0.82% | 22.64% |
| 3Y | 13.61% | 30.41% |
| 5Y | 15.25% | — |
| Since Inception | 23.10% | 29.15% |
| Risk | ||
| 17.17 | 14.07 | |
| 0.84 | 0.59 | |
| 0.53 | 1.59 | |
| 1.86 | 21.67 | |
| 0.98 | 3.48 | |
| -12.83% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.65% | 1.03% |
| Exit Load | 1% on or before 90D, Nil after 90D | 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
Edelweiss MF95%
HDFC MF95%
5.1%Only 5.1% of holdings by weight are common between Edelweiss MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingEdelweiss MFHDFC MF
Krishna Institute of Medical Sciences Ltd1.87%2.10%
Torrent Pharmaceuticals Ltd.1.65%3.65%
Ipca Laboratories Ltd.1.57%2.98%
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