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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 | UTI Healthcare Fund - Regular Plan - Growth | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | HDFC MF |
| Category | Equity - Sectoral Fund - Pharma & Health Care | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹328.62 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | BSE Health Care - TRI | BSE Health Care - TRI |
| Fund Manager | Kamal Gada | Nikhil Mathur |
| Inception | 01 Aug 2005 | 04 Oct 2023 |
| Returns | ||
| 1Y | 12.19% | 22.64% |
| 3Y | 22.32% | 30.41% |
| 5Y | 15.08% | — |
| Since Inception | 17.86% | 29.15% |
| Risk | ||
| 14.21 | 14.07 | |
| 0.66 | 0.59 | |
| 1.06 | 1.59 | |
| 14.73 | 21.67 | |
| 2.25 | 3.48 | |
| -10.71% | -9.23% | |
| Costs | ||
| Expense Ratio | 2.22% | 1.03% |
| Exit Load | 1% on or before 30D, Nil after 30D | 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 MF63%
HDFC MF63%
37.0%Only 37.0% 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
Sun Pharmaceutical Industries Ltd.7.62%8.28%
Divi's Laboratories Ltd.6.15%9.39%
Alkem Laboratories Ltd.3.70%4.64%
Dr. Reddy's Laboratories Ltd.5.24%3.19%
Apollo Hospitals Enterprise Ltd.3.03%3.69%
Lupin Ltd.2.89%3.55%
Ipca Laboratories Ltd.2.81%2.98%
Max Healthcare Institute Ltd.2.80%3.61%
Global Health Ltd.2.96%2.72%
Glenmark Pharmaceuticals Ltd.2.12%2.09%
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