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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 Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹197.88 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | BSE 250 Small Cap - TRI | BSE Health Care - TRI |
| Fund Manager | R. Srinivasan | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -0.42% | 22.64% |
| 3Y | 10.74% | 30.41% |
| 5Y | 11.98% | — |
| Since Inception | 22.01% | 29.15% |
| Risk | ||
| 16.03 | 14.07 | |
| 0.78 | 0.59 | |
| 0.35 | 1.59 | |
| 0.53 | 21.67 | |
| 0.65 | 3.48 | |
| -11.01% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.80% | 1.03% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 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 MF98%
HDFC MF98%
2.0%Only 2.0% 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
Krishna Institute of Medical Sciences Ltd2.00%2.10%
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