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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 | Tata Mid Cap Fund - Growth- Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Tata MF | HDFC MF |
| Category | Equity - Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹47.88 (01 Feb 2013) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty Midcap 100 | BSE Health Care - TRI |
| Fund Manager | Pradeep Gokhale | Nikhil Mathur |
| Inception | — | 04 Oct 2023 |
| Returns | ||
| 1Y | — | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | — | 29.15% |
| Risk | ||
| — | 14.07 | |
| — | 0.59 | |
| — | 1.59 | |
| — | 21.67 | |
| — | 3.48 | |
| — | -9.23% | |
| Costs | ||
| Expense Ratio | 2.14% | 1.03% |
| Exit Load | — | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹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 MF98%
HDFC MF98%
2.1%Only 2.1% 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.
Common holdingTata MFHDFC MF
Divi's Laboratories Ltd.2.15%9.39%
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