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

Link copied to clipboard!

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

Invest Now

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

Invest Now

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) ₹828 Cr ₹704 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 05 Oct 2023 05 Jul 2019
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare BSE Healthcare
Turn Over % 31%
Expense Ratio 2.29 2.37
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179KC1HL7 INF209KB1N91
Exits Load Exit load of 1%, if redeemed within 30 days./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 8.61% 5.81%
6 Month 25.31% 18.62%
1 Year - 52.25%
3 Year - 17.32%
5 Year - 25.87%

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 - 0.61%
Beta - 0.96%
Alpha - 0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

Others 1.98 3.28
Small Cap 33.12 18.68
Large Cap 32.5 41.66
Mid Cap 32.4 36.37

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

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

Others 1.98 2.25
Pharmaceuticals & Biotechnology 74.71 -
Healthcare Services 22.28 -
Retailing 1.03 -
Healthcare - 93.86
Chemicals - 0.99
Services - 1.03
Insurance - 1.86

Top Comparisons

HSBC Focused Fund - Regular Growth HSBC Focused Fund - Regular Growth

3Y Returns18.37%

VS

DSP Focus Fund - Regular Plan - Growth DSP Focus Fund - Regular Plan - Growth

3Y Returns16.76%

Compare Now

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

3Y Returns5.8%

VS

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

3Y Returns5.55%

Compare Now

Franklin India Balanced Advantage Fund- Growth Franklin India Balanced Advantage Fund- Growth

3Y Returns0%

VS

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.7%

Compare Now

Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option Edelweiss US Value Equity Offshore Fund - Regular Plan - Growth Option

3Y Returns9.55%

VS

Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G) Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully