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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 Pharma and Healthcare Fund - IDCW Reinvest - Direct Plan | Kotak Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HDFC MF | Kotak MF |
| Category | Equity - Sectoral Fund - Pharma & Health Care | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹21.95 (30 Oct 2026) | ₹17.44 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★ |
| Benchmark | BSE Health Care - TRI | Nifty Healthcare Index - TRI |
| Fund Manager | Nikhil Mathur | Dhananjay Tikariha |
| Inception | 04 Oct 2023 | 11 Dec 2023 |
| Returns | ||
| 1Y | 23.12% | 23.31% |
| 3Y | 30.50% | — |
| 5Y | — | — |
| Since Inception | 29.29% | 21.25% |
| Risk | ||
| 14.07 | 14.88 | |
| 0.59 | 0.99 | |
| 1.59 | 1.02 | |
| 21.67 | 3.82 | |
| 3.48 | 2.12 | |
| -9.23% | -11.03% | |
| Costs | ||
| Expense Ratio | 1.03% | 1.04% |
| Exit Load | 1% on or before 30D, Nil after 30D | 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 MF61%
Kotak MF61%
38.7%Only 38.7% 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
Divi's Laboratories Ltd.9.39%9.35%
Sun Pharmaceutical Industries Ltd.8.28%13.21%
Torrent Pharmaceuticals Ltd.3.65%4.65%
Max Healthcare Institute Ltd.3.61%3.61%
Cipla Ltd.4.15%3.26%
Acutaas Chemicals Ltd.3.18%4.17%
Apollo Hospitals Enterprise Ltd.3.69%2.97%
Anthem Biosciences Ltd.3.17%2.34%
Krishna Institute of Medical Sciences Ltd2.10%2.71%
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