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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 | Invesco India Contra Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | HDFC MF |
| Category | Equity - Contra Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹152.34 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Taher Badshah | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -6.16% | 22.64% |
| 3Y | 14.42% | 30.41% |
| 5Y | 11.91% | — |
| Since Inception | 17.00% | 29.15% |
| Risk | ||
| 14.87 | 14.07 | |
| 1.11 | 0.59 | |
| 0.49 | 1.59 | |
| 6.80 | 21.67 | |
| 0.89 | 3.48 | |
| -12.67% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.78% | 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 | ₹100 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹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
Invesco MF94%
HDFC MF94%
5.8%Only 5.8% of holdings by weight are common between Invesco MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingInvesco MFHDFC MF
Glenmark Pharmaceuticals Ltd.2.06%2.09%
Apollo Hospitals Enterprise Ltd.2.06%3.69%
Divi's Laboratories Ltd.1.65%9.39%
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