HDFC Pharma and Healthcare Fund vs Aditya Birla Sun Life Pharma and Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Chart Comparison
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) | ₹1967 Cr | ₹847 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 04 Oct 2023 | 10 Jul 2019 |
| Category | Pharma & Healthcare | Pharma & Healthcare |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE Healthcare Index | BSE Healthcare |
| Turn Over | % | 31% |
| Expense Ratio | 2.14 | 2.27 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KC1HL7 | INF209KB1N91 |
| Exits Load | HDFC Pharma and Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./365 | Aditya Birla Sun Life Pharma & Healthcare Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 30 days. There are no other charges./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 | -0.6% | -1.44% |
| 6 Month | 3.81% | 1.18% |
| 1 Year | 5.22% | -0.36% |
| 3 Year | - | 20.63% |
| 5 Year | - | 14.17% |
SIP Return Analysis
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 6 Month | -0.32% | -1.51% |
| 1 Year | 9.85% | 4.08% |
| 3 Year | - | 15.78% |
| 5 Year | - | 15.06% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| 1 Year | 27.59% | 22.08% |
| 3 Year | - | 17.2% |
| 5 Year | - | 20% |
Risk Management
| Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Standard Deviation | - | 16.02% |
| Sharp | - | 0.85% |
| Beta | - | 0.96% |
| Alpha | - | -1.71% |
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 |
| Funds Managed | 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 | 10.09 | 4.8 |
| Mid Cap | 30.15 | 39.79 |
| Small Cap | 33.66 | 29.36 |
| Large Cap | 26.1 | 26.05 |
Sector Allocation
| Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth |
|---|---|---|
| Others | 1.71 | 3.26 |
| Basic Materials | 2.86 | 0.92 |
| Healthcare | 95.43 | 95.82 |
Top Comparisons
Franklin India Corporate Debt Fund - Growth
3Y Returns7.68%
ICICI Prudential Corporate Bond Fund - Growth
3Y Returns7.84%
BANDHAN Low Duration Fund - Regular Plan - Growth
3Y Returns7.16%
LIC MF LOW DURATION FUND-Growth
3Y Returns6.83%
HDFC Ultra Short Term Fund - Growth Option
3Y Returns7.11%
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns7.13%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns23.53%
Edelweiss Small Cap Fund - Regular Plan - Growth
3Y Returns18.58%