Aditya Birla Sun Life Pharma and Healthcare Fund vs HDFC Pharma and Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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tortoise-icon Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Fund HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹648 Cr ₹585 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 04 Oct 2023 05 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark S&P BSE Healthcare S&P BSE Healthcare TRI
Turn Over % 31%
Expense Ratio 2.4 2.42
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179KC1HL7 INF209KB1N91
Exits Load Exit load of 1%, if redeemed within 1 year./365 Exit load of 1% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Month 3.71% 3.4%
6 Month 16.35% 14.36%
1 Year - 44.43%
3 Year - 13.56%
5 Year - 23.01%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month - -
1 Year 12.24% 17.07%
3 Year 12.24% 41.28%
5 Year 12.24% 69.6%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 12.72% 22.24%
3 Year 12.72% 45.6%
5 Year 12.72% 68.38%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation - 14.83%
Sharp - 0.45%
Beta - 0.93%
Alpha - 0.43%

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Fund Managers

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Market Cap

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Large Cap 30.34 41.66
Mid Cap 33.75 36.37
Small Cap 34.86 18.68
Others 1.05 3.28

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth

Healthcare 98.95 93.86
Others 0.61 2.25
Services 0.44 1.03
Insurance - 1.86
Chemicals - 0.99

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