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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 Small Cap Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | UTI MF | HDFC MF |
| Category | Equity - Small cap Fund | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹27.67 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | Nifty Smallcap 250 - TRI | BSE Health Care - TRI |
| Fund Manager | Nitin Jain | Nikhil Mathur |
| Inception | 22 Dec 2020 | 04 Oct 2023 |
| Returns | ||
| 1Y | -1.09% | 22.64% |
| 3Y | 12.64% | 30.41% |
| 5Y | 13.64% | — |
| Since Inception | 19.35% | 29.15% |
| Risk | ||
| 18.11 | 14.07 | |
| 0.88 | 0.59 | |
| 0.44 | 1.59 | |
| 0.42 | 21.67 | |
| 0.86 | 3.48 | |
| -12.54% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.06% | 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 | ₹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%
4.2%Only 4.2% 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
Acutaas Chemicals Ltd.2.52%3.18%
Aster DM Quality Care Ltd.1.71%3.56%
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