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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 | SBI Contra Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | HDFC MF |
| Category | Equity - Contra Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹393.34 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Dinesh Balachandran | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -9.28% | 22.64% |
| 3Y | 10.36% | 30.41% |
| 5Y | 13.52% | — |
| Since Inception | 14.69% | 29.15% |
| Risk | ||
| 12.45 | 14.07 | |
| 0.88 | 0.59 | |
| 0.31 | 1.59 | |
| 1.73 | 21.67 | |
| 0.58 | 3.48 | |
| -11.18% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.88% | 1.03% |
| Exit Load | 0.25% on or before 30D, 0.10% after 30D but before 90D, Nil after 90D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹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
SBI MF99%
HDFC MF99%
1.4%Only 1.4% of holdings by weight are common between SBI MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSBI MFHDFC MF
Aster DM Quality Care Ltd.1.42%3.56%
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