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Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

NJ
NJ MFNJ Flexi Cap Fund - Growth - Direct PlanDirect · Growth
₹12.97 as on 30 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricNJNJ Flexi Cap Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCNJ MFHDFC MF
CategoryEquity - Flexi Cap FundEquity - Sectoral Fund - Pharma & Health Care
NAV₹12.97 (30 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRIBSE Health Care - TRI
Fund ManagerDhaval PatelNikhil Mathur
Inception05 Sep 202304 Oct 2023
Returns
1Y-6.55%22.64%
3Y8.91%30.41%
5Y——
Since Inception8.63%29.15%
Risk
15.9114.07
1.020.59
0.251.59
0.0721.67
0.483.48
-11.27%-9.23%
Costs
Expense Ratio0.87%1.03%
Exit LoadNIL1% on or before 30D, Nil after 30D
Min SIP₹100₹100
Min Lumpsum₹500₹100
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

◐Portfolio Overlap
NJ MF83%
HDFC MF83%
17.2%

Only 17.2% of holdings by weight are common between NJ MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

Common holdingNJ MFHDFC MF
Torrent Pharmaceuticals Ltd.5.55%3.65%
Cipla Ltd.3.63%4.15%
Sun Pharmaceutical Industries Ltd.3.45%8.28%
Alkem Laboratories Ltd.3.26%4.64%
Dr. Reddy's Laboratories Ltd.3.32%3.19%

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