⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | UTI Dividend Yield Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | HDFC MF |
| Category | Equity - Dividend Yield Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹182.77 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | NIFTY 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Amit Premchandani | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -6.91% | 22.64% |
| 3Y | 12.82% | 30.41% |
| 5Y | 10.05% | — |
| Since Inception | 12.74% | 29.15% |
| Risk | ||
| 13.24 | 14.07 | |
| 0.91 | 0.59 | |
| 0.44 | 1.59 | |
| 2.25 | 21.67 | |
| 0.84 | 3.48 | |
| -10.61% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.54% | 1.03% |
| Exit Load | 1% before 1Y, Nil on or after 1Y | 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
UTI MF96%
HDFC MF96%
3.7%Only 3.7% of holdings by weight are common between UTI MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingUTI MFHDFC MF
Torrent Pharmaceuticals Ltd.2.01%3.65%
Cipla Ltd.1.73%4.15%
Category context: Equity vs Equity. Open the full Screener →