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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 Flexicap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | HDFC MF |
| Category | Equity - Flexi Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹116.25 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Anup Upadhyay | Nikhil Mathur |
| Inception | 04 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -8.14% | 22.64% |
| 3Y | 8.20% | 30.41% |
| 5Y | 6.94% | — |
| Since Inception | 14.00% | 29.15% |
| Risk | ||
| 12.05 | 14.07 | |
| 0.86 | 0.59 | |
| 0.16 | 1.59 | |
| -0.21 | 21.67 | |
| 0.27 | 3.48 | |
| -12.06% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.25% | 1.03% |
| Exit Load | 0.10% on or before 30D, Nil after 30D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹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 MF96%
HDFC MF96%
4.2%Only 4.2% 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
Sun Pharmaceutical Industries Ltd.2.10%8.28%
Apollo Hospitals Enterprise Ltd.2.09%3.69%
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