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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 MNC Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | HDFC MF |
| Category | Equity - Thematic Fund - MNC | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹12.02 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | NIFTY MNC - TRI | BSE Health Care - TRI |
| Fund Manager | Harsha Upadhyaya | Nikhil Mathur |
| Inception | 28 Oct 2024 | 04 Oct 2023 |
| Returns | ||
| 1Y | 10.71% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | 9.63% | 29.15% |
| Risk | ||
| 15.58 | 14.07 | |
| 0.95 | 0.59 | |
| 0.47 | 1.59 | |
| 7.43 | 21.67 | |
| 0.92 | 3.48 | |
| -10.13% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.91% | 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 MF91%
HDFC MF91%
9.4%Only 9.4% 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
Sun Pharmaceutical Industries Ltd.3.23%8.28%
Acutaas Chemicals Ltd.4.38%3.18%
Divi's Laboratories Ltd.2.98%9.39%
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