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Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

TA
Tata MFTata India Consumer Fund - Growth - Direct PlanDirect · Growth
₹52.24 as on 29 Oct 2026
VS
HD
HDFC MFHDFC Pharma and Healthcare Fund - Growth - Direct PlanDirect · Growth
₹21.95 as on 30 Oct 2026
▤Key Metrics Comparison
MetricTATata India Consumer Fund - Growth - Direct PlanHDHDFC Pharma and Healthcare Fund - Growth - Direct Plan
Snapshot
AMCTata MFHDFC MF
CategoryEquity - Sectoral Fund - ConsumptionEquity - Sectoral Fund - Pharma & Health Care
NAV₹52.24 (29 Oct 2026)₹21.95 (30 Oct 2026)
Rating★★★★★★★★
BenchmarkNifty India Consumption - TRIBSE Health Care - TRI
Fund ManagerSonam UdasiNikhil Mathur
Inception28 Dec 201504 Oct 2023
Returns
1Y-2.88%22.64%
3Y13.14%30.41%
5Y12.54%—
Since Inception16.47%29.15%
Risk
15.6214.07
0.950.59
0.491.59
3.5121.67
0.903.48
-11.26%-9.23%
Costs
Expense Ratio0.92%1.03%
Exit Load0.25% on or before 30D1% on or before 30D, Nil after 30D
Min SIP₹100₹100
Min Lumpsum₹5,000₹100
Lock-inNoneNone

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.

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