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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 Healthcare Opportunities Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | HDFC MF |
| Category | Equity - Sectoral Fund - Pharma & Health Care | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹588.16 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE Health Care - TRI | BSE Health Care - TRI |
| Fund Manager | Tanmaya Desai | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | 16.23% | 22.64% |
| 3Y | 24.46% | 30.41% |
| 5Y | 19.08% | — |
| Since Inception | 17.87% | 29.15% |
| Risk | ||
| 13.35 | 14.07 | |
| 0.90 | 0.59 | |
| 1.18 | 1.59 | |
| 3.03 | 21.67 | |
| 2.74 | 3.48 | |
| -7.94% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.01% | 1.03% |
| Exit Load | 0.50% on or before 15D, Nil after 15D | 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 MF60%
HDFC MF60%
40.4%Only 40.4% 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
Sun Pharmaceutical Industries Ltd.11.14%8.28%
Divi's Laboratories Ltd.7.91%9.39%
Cipla Ltd.4.40%4.15%
Apollo Hospitals Enterprise Ltd.4.45%3.69%
Torrent Pharmaceuticals Ltd.4.42%3.65%
Max Healthcare Institute Ltd.3.80%3.61%
Aster DM Quality Care Ltd.3.21%3.56%
Acutaas Chemicals Ltd.5.03%3.18%
Anthem Biosciences Ltd.2.75%3.17%
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