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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 Multi Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | HDFC MF |
| Category | Equity - Multi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹20.51 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | Nifty500 Multicap 50:25:25 - TRI | BSE Health Care - TRI |
| Fund Manager | Devender Singhal | Nikhil Mathur |
| Inception | 29 Sep 2021 | 04 Oct 2023 |
| Returns | ||
| 1Y | -4.12% | 22.64% |
| 3Y | 15.83% | 30.41% |
| 5Y | 15.70% | — |
| Since Inception | 15.18% | 29.15% |
| Risk | ||
| 15.39 | 14.07 | |
| 1.00 | 0.59 | |
| 0.62 | 1.59 | |
| 4.24 | 21.67 | |
| 1.17 | 3.48 | |
| -11.59% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.70% | 1.03% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investments 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
Kotak MF98%
HDFC MF98%
2.1%Only 2.1% 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.2.13%8.28%
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