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) ₹1383 Cr ₹882 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 28 Sep 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 2.17 2.28
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 -2.19% -3.56%
6 Month 18.27% 6.36%
1 Year 37.62% 21.63%
3 Year - 17.7%
5 Year - 22.13%

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 33.18% 12.96%
3 Year - 26.62%
5 Year - 21.06%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Aditya Birla Sun Life Pharma and Healthcare Fund-Regular-Growth
1 Year 62.28% 28.8%
3 Year - 15.16%
5 Year - 25.28%

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%

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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

Others 1.98 7.99
Small Cap 33.12 18.91
Large Cap 32.5 41.75
Mid Cap 32.4 31.34

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

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

Others 1.98 7.99
Pharmaceuticals & Biotechnology 74.71 71.97
Healthcare Services 22.28 15.51
Retailing 1.03 -
Chemicals & Petrochemicals - 0.91
Insurance - 3.61

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