⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Sundaram Mid Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | HDFC MF |
| Category | Equity - Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹1,508.12 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | Nifty Midcap 150 - TRI | BSE Health Care - TRI |
| Fund Manager | S. Bharath | Nikhil Mathur |
| Inception | 02 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -3.82% | 22.64% |
| 3Y | 16.71% | 30.41% |
| 5Y | 15.29% | — |
| Since Inception | 17.00% | 29.15% |
| Risk | ||
| 16.06 | 14.07 | |
| 0.96 | 0.59 | |
| 0.68 | 1.59 | |
| 2.78 | 21.67 | |
| 1.24 | 3.48 | |
| -11.26% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.05% | 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 MF98%
HDFC MF98%
1.7%Only 1.7% 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.
Common holdingSundaram MFHDFC MF
Lupin Ltd.1.75%3.55%
Category context: Equity vs Equity. Open the full Screener →