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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 | Sundaram Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Sundaram MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹305.54 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Rohit Seksaria | Nikhil Mathur |
| Inception | 02 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | 5.13% | 22.64% |
| 3Y | 14.81% | 30.41% |
| 5Y | 14.83% | — |
| Since Inception | 17.23% | 29.15% |
| Risk | ||
| 17.91 | 14.07 | |
| 0.87 | 0.59 | |
| 0.57 | 1.59 | |
| 2.60 | 21.67 | |
| 1.08 | 3.48 | |
| -13.82% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.98% | 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 MF97%
HDFC MF97%
2.8%Only 2.8% 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
Aster DM Quality Care Ltd.2.83%3.56%
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