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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 | Kotak Business Cycle Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹17.72 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Harish Bihani | Nikhil Mathur |
| Inception | 28 Sep 2022 | 04 Oct 2023 |
| Returns | ||
| 1Y | 0.33% | 22.64% |
| 3Y | 16.09% | 30.41% |
| 5Y | — | — |
| Since Inception | 15.02% | 29.15% |
| Risk | ||
| 14.35 | 14.07 | |
| 0.97 | 0.59 | |
| 0.64 | 1.59 | |
| 5.38 | 21.67 | |
| 1.19 | 3.48 | |
| -11.57% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.77% | 1.03% |
| Exit Load | 0.50% on or before 90D, Nil after 90D | 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
Kotak MF95%
HDFC MF95%
5.5%Only 5.5% of holdings by weight are common between Kotak MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingKotak MFHDFC MF
Aster DM Quality Care Ltd.3.37%3.56%
Krishna Institute of Medical Sciences Ltd3.23%2.10%
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