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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 | Shriram Multi Sector Rotation Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Shriram MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹7.85 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Prateek Nigudkar | Nikhil Mathur |
| Inception | 09 Dec 2024 | 04 Oct 2023 |
| Returns | ||
| 1Y | -3.00% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | -11.73% | 29.15% |
| Risk | ||
| 17.89 | 14.07 | |
| 1.10 | 0.59 | |
| -0.96 | 1.59 | |
| -11.50 | 21.67 | |
| -1.25 | 3.48 | |
| -18.26% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.02% | 1.03% |
| Exit Load | 1% on or before 3M, Nil after 3M | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹100 |
| Min Lumpsum | ₹500 | ₹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
Shriram MF97%
HDFC MF97%
3.1%Only 3.1% 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.
Common holdingShriram MFHDFC MF
Apollo Hospitals Enterprise Ltd.3.14%3.69%
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