HDFC Pharma and Healthcare Fund vs Tata India Pharma & Healthcare Fund compare
HDFC Pharma and Healthcare Fund - Regular (G)
Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Chart Comparison
Overview
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Fund | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹1936 Cr | ₹1339 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 04 Oct 2023 | 28 Dec 2015 |
Category | Pharma & Healthcare | Pharma & Healthcare |
Fund Type | Open Ended | Open Ended |
Benchmark | BSE Healthcare Index | Nifty Pharma TRI |
Turn Over | % | 26.49% |
Expense Ratio | 2.14 | 2.14 |
Manager | Dhruv Muchhal | Meeta Shetty |
ISIN Code | INF179KC1HL7 | INF277K016A9 |
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 | Tata India Pharma & Heathcare Fund - Growth charges 0.25% 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) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
1 Month | -0.22% | 1.89% |
6 Month | 14.18% | 11.29% |
1 Year | 16.44% | 5.19% |
3 Year | - | 23.57% |
5 Year | - | 18.85% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
6 Month | 6.63% | 5.89% |
1 Year | 15.08% | 8.92% |
3 Year | - | 23.85% |
5 Year | - | 19.7% |
Rolling Lumpsum Returns
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
1 Year | 29.56% | 10.55% |
3 Year | - | 18.34% |
5 Year | - | 15.18% |
Risk Management
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Standard Deviation | - | 15.78% |
Sharp | - | 1.05% |
Beta | - | 0.99% |
Alpha | - | -0.95% |
Fund Managers
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Name | Dhruv Muchhal | Meeta Shetty |
Total AUM | ₹520687 Cr | ₹17847 Cr |
Funds Managed | 40 | 5 |
HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
Market Cap
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Others | 8.44 | 8.59 |
Mid Cap | 24.57 | 32.96 |
Small Cap | 37.01 | 30.52 |
Large Cap | 29.99 | 27.92 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Others | 1.8 | 6.22 |
Basic Materials | 2.27 | 0.46 |
Healthcare | 95.93 | 91.69 |
Financial Services | - | 1.63 |
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