⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | PGIM India 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 | ₹18.81 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Utsav Mehta | Nikhil Mathur |
| Inception | 29 Jul 2021 | 04 Oct 2023 |
| Returns | ||
| 1Y | 6.01% | 22.64% |
| 3Y | 15.00% | 30.41% |
| 5Y | 11.68% | — |
| Since Inception | 13.05% | 29.15% |
| Risk | ||
| 16.68 | 14.07 | |
| 0.79 | 0.59 | |
| 0.59 | 1.59 | |
| 2.97 | 21.67 | |
| 1.14 | 3.48 | |
| -12.68% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.94% | 1.03% |
| Exit Load | 0.50% on or before 90D, Nil after 90D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹1,000 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹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
PGIM India Sm…96%
HDFC MF96%
4.1%Only 4.1% of holdings by weight are common between PGIM India Small Cap Fund - Growth - Direct Plan and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingPGIM India Small Cap Fund - Growth - Direct PlanHDFC MF
Krishna Institute of Medical Sciences Ltd2.91%2.10%
Torrent Pharmaceuticals Ltd.2.00%3.65%
Category context: Equity vs Equity. Open the full Screener →