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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 | HDFC Dividend Yield Fund - Growth - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | Kotak MF |
| Category | Equity - Dividend Yield Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹25.86 (02 Nov 2026) | ₹17.51 (02 Nov 2026) |
| Rating | ★★★ | ★★★ |
| Benchmark | NIFTY 500 - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Gopal Agrawal | Dhananjay Tikariha |
| Inception | 18 Dec 2020 | 11 Dec 2023 |
| Returns | ||
| 1Y | -5.42% | 24.62% |
| 3Y | 10.91% | — |
| 5Y | 12.18% | — |
| Since Inception | 17.55% | 21.34% |
| Risk | ||
| 14.05 | 14.88 | |
| 1.00 | 0.99 | |
| 0.31 | 1.02 | |
| 0.42 | 3.82 | |
| 0.58 | 2.12 | |
| -11.40% | -11.03% | |
| Costs | ||
| Expense Ratio | 0.87% | 1.04% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 0.50% 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
HDFC MF98%
Kotak MF98%
2.1%Only 2.1% of holdings by weight are common between HDFC MF and Kotak MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHDFC MFKotak MF
Sun Pharmaceutical Industries Ltd.2.14%13.21%
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