⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | Tata Business Cycle Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹18.81 (29 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Rahul Singh (Tata) | Nikhil Mathur |
| Inception | 04 Aug 2021 | 04 Oct 2023 |
| Returns | ||
| 1Y | -9.05% | 22.64% |
| 3Y | 9.72% | 30.41% |
| 5Y | 12.18% | — |
| Since Inception | 12.82% | 29.15% |
| Risk | ||
| 14.32 | 14.07 | |
| 1.01 | 0.59 | |
| 0.32 | 1.59 | |
| 0.67 | 21.67 | |
| 0.58 | 3.48 | |
| -11.67% | -9.23% | |
| Costs | ||
| Expense Ratio | 0.92% | 1.03% |
| Exit Load | 0.50% on or before 30D, Nil after 30D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹5,000 | ₹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
Tata MF100%
HDFC MF100%
0.0%Only 0.0% of holdings by weight are common between Tata 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 →