⚖
Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
VS
Key Metrics Comparison
| Metric | UTI Large & Mid Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | HDFC MF |
| Category | Equity - Large & Mid Cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹187.92 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★★★ | ★★★★★ |
| Benchmark | NIFTY LargeMidcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | V. Srivatsa | Nikhil Mathur |
| Inception | 01 Jan 2013 | 04 Oct 2023 |
| Returns | ||
| 1Y | -4.71% | 22.64% |
| 3Y | 14.15% | 30.41% |
| 5Y | 12.51% | — |
| Since Inception | 13.83% | 29.15% |
| Risk | ||
| 13.71 | 14.07 | |
| 0.93 | 0.59 | |
| 0.55 | 1.59 | |
| 2.69 | 21.67 | |
| 1.05 | 3.48 | |
| -10.63% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.13% | 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 MF100%
HDFC MF100%
0.0%Only 0.0% 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.
Category context: Equity vs Equity. Open the full Screener →