⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Principal Retail Equity Savings Fund - Growth | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Principal MF | HDFC MF |
| Category | Equity - Multi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹83.89 (28 Feb 2014) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 100 | BSE Health Care - TRI |
| Fund Manager | P.V.K Mohan | Nikhil Mathur |
| Inception | 07 Jan 1998 | 04 Oct 2023 |
| Returns | ||
| 1Y | — | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | — | 29.15% |
| Risk | ||
| — | 14.07 | |
| — | 0.59 | |
| — | 1.59 | |
| — | 21.67 | |
| — | 3.48 | |
| — | -9.23% | |
| Costs | ||
| Expense Ratio | 2.69% | 1.03% |
| Exit Load | 1% on or before 30D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹2,000 | ₹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
Principal MF98%
HDFC MF98%
2.2%Only 2.2% of holdings by weight are common between Principal MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingPrincipal MFHDFC MF
Lupin Ltd.2.21%3.55%
Category context: Equity vs Equity. Open the full Screener →