Compare Funds

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

HD
HDFC MFHDFC Pharma and Healthcare Fund - Regular Plan - GrowthRegular · Growth
₹21.53 as on 15 Sep 2026
VS
TR
Trust MFTRUSTMF Small Cap Fund - Growth - Direct PlanDirect · Growth
₹13.69 as on 15 Sep 2026
Key Metrics Comparison
MetricHDHDFC Pharma and Healthcare Fund - Regular Plan - GrowthTRTRUSTMF Small Cap Fund - Growth - Direct Plan
Snapshot
AMCHDFC MFTrust MF
CategoryEquity - Sectoral Fund - Pharma & Health CareEquity - Small cap Fund
NAV₹21.53 (15 Sep 2026)₹13.69 (15 Sep 2026)
Rating★★★★★★
BenchmarkBSE Health Care - TRINifty Smallcap 250 - TRI
Fund ManagerNikhil MathurMihir Vora
Inception04 Oct 202304 Nov 2024
Returns
1Y23.89%28.42%
3Y
5Y
Since Inception29.82%18.36%
Risk
14.3222.45
0.640.94
1.340.29
16.5211.38
2.980.53
-9.33%-15.49%
Costs
Expense Ratio2.16%1.56%
Exit Load1% on or before 30D, Nil after 30D1% on or before 180D, Nil after 180D
Min SIP₹100₹1,000
Min Lumpsum₹100₹1,000
Lock-inNoneNone

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

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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