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Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

SH
Shriram MFShriram Flexi Cap Fund - Growth - Direct PlanDirect · Growth
₹21.48 as on 30 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricSHShriram Flexi Cap Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCShriram MFHDFC MF
CategoryEquity - Flexi Cap FundEquity - Sectoral Fund - Pharma & Health Care
NAV₹21.48 (30 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★
BenchmarkNIFTY 500 - TRIBSE Health Care - TRI
Fund ManagerPrateek NigudkarNikhil Mathur
Inception28 Sep 201804 Oct 2023
Returns
1Y-8.27%22.64%
3Y6.54%30.41%
5Y6.37%—
Since Inception9.94%29.15%
Risk
15.6214.07
1.040.59
0.061.59
-3.1621.67
0.093.48
-13.93%-9.23%
Costs
Expense Ratio1.04%1.03%
Exit LoadNIL for 12% of units and 1% for remaining units on or before 90D, Nil after 90D1% on or before 30D, Nil after 30D
Min SIP₹500₹100
Min Lumpsum₹500₹100
Lock-inNoneNone

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

◐Portfolio Overlap
Shriram MF100%
HDFC MF100%
0.0%

Only 0.0% of holdings by weight are common between Shriram MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.

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