⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Mahindra Manulife Small Cap Fund - Regular Plan - IDCW | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Mahindra Manulife MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹20.21 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE 250 Small Cap - TRI | BSE Health Care - TRI |
| Fund Manager | Vishal Jajoo | Nikhil Mathur |
| Inception | 12 Dec 2022 | 04 Oct 2023 |
| Returns | ||
| 1Y | 6.72% | 22.64% |
| 3Y | 16.89% | 30.41% |
| 5Y | — | — |
| Since Inception | 21.59% | 29.15% |
| Risk | ||
| 18.37 | 14.07 | |
| 1.07 | 0.59 | |
| 0.65 | 1.59 | |
| 11.40 | 21.67 | |
| 1.20 | 3.48 | |
| -13.86% | -9.23% | |
| Costs | ||
| Expense Ratio | 2.21% | 1.03% |
| Exit Load | 1% on or before 3M, Nil after 3M | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹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
Mahindra Manu…91%
HDFC MF91%
8.6%Only 8.6% of holdings by weight are common between Mahindra Manulife MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMahindra Manulife MFHDFC MF
Divi's Laboratories Ltd.4.54%9.39%
Neuland Laboratories Ltd.2.43%3.24%
Anthem Biosciences Ltd.1.59%3.17%
Category context: Equity vs Equity. Open the full Screener →