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Compare Funds

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

KO
Kotak MFKotak Consumption Fund - Growth - Direct PlanDirect · Growth
₹14.00 as on 29 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricKOKotak Consumption Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCKotak MFHDFC MF
CategoryEquity - Sectoral Fund - ConsumptionEquity - Sectoral Fund - Pharma & Health Care
NAV₹14.00 (29 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★★★
BenchmarkNifty India Consumption - TRIBSE Health Care - TRI
Fund ManagerDevender SinghalNikhil Mathur
Inception16 Nov 202304 Oct 2023
Returns
1Y-8.26%22.64%
3Y—30.41%
5Y——
Since Inception12.06%29.15%
Risk
15.4514.07
0.970.59
0.441.59
4.0221.67
0.793.48
-12.17%-9.23%
Costs
Expense Ratio0.87%1.03%
Exit Load0.50% on or before 90D, Nil after 90D1% on or before 30D, Nil after 30D
Min SIP₹100₹100
Min Lumpsum₹100₹100
Lock-inNoneNone

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

◐Portfolio Overlap
Kotak MF97%
HDFC MF97%
3.2%

Only 3.2% 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
Acutaas Chemicals Ltd.3.15%3.18%

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