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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 | Motilal Oswal Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹16.47 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Ajay Khandelwal | Nikhil Mathur |
| Inception | 26 Dec 2023 | 04 Oct 2023 |
| Returns | ||
| 1Y | 12.32% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | 19.85% | 29.15% |
| Risk | ||
| 19.73 | 14.07 | |
| 0.93 | 0.59 | |
| 0.79 | 1.59 | |
| 11.45 | 21.67 | |
| 1.51 | 3.48 | |
| -15.03% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.85% | 1.03% |
| Exit Load | 1% on or before 365D, Nil after 365D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹500 | ₹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
Motilal Oswal…97%
HDFC MF97%
2.5%Only 2.5% of holdings by weight are common between Motilal Oswal Small Cap Fund - Growth - Direct Plan and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingMotilal Oswal Small Cap Fund - Growth - Direct PlanHDFC MF
Rubicon Research Ltd.3.84%2.52%
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