Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹1896 Cr ₹830 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 0.01% 0.19%
6 Month 5.58% 2.74%
1 Year 8.65% -0.1%
3 Year - 21.64%
5 Year - 15.87%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
6 Month 1.63% 0.89%
1 Year 11.09% 5.74%
3 Year - 18.92%
5 Year - 16.61%

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% 23.67%
3 Year - 17.01%
5 Year - 21.83%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
Standard Deviation - 16.01%
Sharp - 0.85%
Beta - 0.96%
Alpha - -1.08%

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 7.7 4.88
Mid Cap 30.89 41.06
Small Cap 35.06 28.36
Large Cap 26.35 25.69

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

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

Others 1.03 1.66
Basic Materials 2.31 0.99
Healthcare 96.66 97.35

Top Comparisons

Aditya Birla Sun Life Savings Fund-Retail Growth Aditya Birla Sun Life Savings Fund-Retail Growth

3Y Returns7.51%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns7.3%

Compare Now

Mahindra Manulife Low Duration Fund - Regular Plan - Growth Mahindra Manulife Low Duration Fund - Regular Plan - Growth

3Y Returns7%

VS

Axis Treasury Advantage Fund - Retail Plan - Growth Option Axis Treasury Advantage Fund - Retail Plan - Growth Option

3Y Returns7.45%

Compare Now

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.53%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.53%

Compare Now

HSBC Value Fund - Regular Growth HSBC Value Fund - Regular Growth

3Y Returns24.24%

VS

Quant Value Fund Regular - Growth Quant Value Fund Regular - Growth

3Y Returns22.09%

Compare Now
Add to Cart Successfully