⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Kotak Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Kotak MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹305.72 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Harish Bihani | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -1.44% | 22.64% |
| 3Y | 11.22% | 30.41% |
| 5Y | 11.05% | — |
| Since Inception | 18.15% | 29.15% |
| Risk | ||
| 17.67 | 14.07 | |
| 0.85 | 0.59 | |
| 0.39 | 1.59 | |
| -0.57 | 21.67 | |
| 0.71 | 3.48 | |
| -13.36% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.65% | 1.03% |
| Exit Load | Nil upto 10% of investment and 1% for remaining investment 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 MF94%
HDFC MF94%
5.7%Only 5.7% 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.4.07%3.56%
Krishna Institute of Medical Sciences Ltd3.30%2.10%
Category context: Equity vs Equity. Open the full Screener →