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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 Large & Mid Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Invesco MF | HDFC MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹125.05 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Aditya Khemani | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | 0.79% | 22.64% |
| 3Y | 21.27% | 30.41% |
| 5Y | 15.75% | — |
| Since Inception | 17.28% | 29.15% |
| Risk | ||
| 17.41 | 14.07 | |
| 1.12 | 0.59 | |
| 0.85 | 1.59 | |
| 8.82 | 21.67 | |
| 1.61 | 3.48 | |
| -12.20% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.79% | 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 | ₹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
Invesco MF92%
HDFC MF92%
7.6%Only 7.6% 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
Max Healthcare Institute Ltd.6.67%3.61%
Glenmark Pharmaceuticals Ltd.2.57%2.09%
Global Health Ltd.1.91%2.72%
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