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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 | Union Active Momentum Fund - IDCW - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | Union MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹9.77 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Gaurav Chopra | Nikhil Mathur |
| Inception | 19 Dec 2024 | 04 Oct 2023 |
| Returns | ||
| 1Y | 12.39% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | -0.59% | 29.15% |
| Risk | ||
| 19.53 | 14.07 | |
| 1.09 | 0.59 | |
| -0.12 | 1.59 | |
| 1.76 | 21.67 | |
| -0.17 | 3.48 | |
| -18.23% | -9.23% | |
| Costs | ||
| Expense Ratio | 2.61% | 1.03% |
| Exit Load | 1% on or before 1Y, Nil after 1Y | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹500 | ₹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
Union MF94%
HDFC MF94%
5.5%Only 5.5% of holdings by weight are common between Union MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUnion MFHDFC MF
Shilpa Medicare Ltd.2.99%3.23%
Apollo Hospitals Enterprise Ltd.2.54%3.69%
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