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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 | HSBC Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | HSBC MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹93.25 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Venugopal Manghat | Nikhil Mathur |
| Inception | 12 May 2014 | 04 Oct 2023 |
| Returns | ||
| 1Y | 4.15% | 22.64% |
| 3Y | 12.47% | 30.41% |
| 5Y | 15.54% | — |
| Since Inception | 19.75% | 29.15% |
| Risk | ||
| 20.22 | 14.07 | |
| 0.99 | 0.59 | |
| 0.45 | 1.59 | |
| 0.57 | 21.67 | |
| 0.82 | 3.48 | |
| -16.23% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.77% | 1.03% |
| Exit Load | Nil upto 10% of units and 1% for above the limits on or before 1Y, Nil after 1Y | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹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
HSBC MF97%
HDFC MF97%
3.3%Only 3.3% of holdings by weight are common between HSBC MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingHSBC MFHDFC MF
Neuland Laboratories Ltd.1.86%3.24%
Aster DM Quality Care Ltd.1.43%3.56%
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