⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Large and Mid Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | HDFC MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹96.86 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Madanagopal Ramu | Nikhil Mathur |
| Inception | 08 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -2.23% | 22.64% |
| 3Y | 13.40% | 30.41% |
| 5Y | 10.45% | — |
| Since Inception | 14.36% | 29.15% |
| Risk | ||
| 14.71 | 14.07 | |
| 0.98 | 0.59 | |
| 0.53 | 1.59 | |
| 2.42 | 21.67 | |
| 0.94 | 3.48 | |
| -12.92% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.35% | 1.03% |
| Exit Load | Nil upto 25% of units and 1% for remaining units on or before 365D, Nil after 365D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹100 | ₹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
Sundaram MF100%
HDFC MF100%
0.0%Only 0.0% of holdings by weight are common between Sundaram MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Category context: Equity vs Equity. Open the full Screener →