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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 | The Wealth Company Ethical Fund - Regular Plan - Growth | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | The Wealth Co. MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹8.94 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty500 Shariah - TRI | BSE Health Care - TRI |
| Fund Manager | Aparna Shanker | Nikhil Mathur |
| Inception | 14 Oct 2025 | 04 Oct 2023 |
| Returns | ||
| 1Y | -9.89% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | -9.17% | 29.15% |
| Risk | ||
| 13.97 | 14.07 | |
| 1.00 | 0.59 | |
| -0.84 | 1.59 | |
| -0.11 | 21.67 | |
| -1.36 | 3.48 | |
| -11.15% | -9.23% | |
| Costs | ||
| Expense Ratio | 2.78% | 1.03% |
| Exit Load | 1% on or before 30D, Nil after 30D | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹250 | ₹100 |
| Min Lumpsum | ₹1,000 | ₹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
The Wealth Co…95%
HDFC MF95%
4.8%Only 4.8% of holdings by weight are common between The Wealth Co. MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingThe Wealth Co. MFHDFC MF
Max Healthcare Institute Ltd.2.46%3.61%
Aster DM Quality Care Ltd.2.37%3.56%
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