HDFC Pharma and Healthcare Fund vs Aditya Birla Sun Life 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) ₹828 Cr ₹704 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹100
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 -2.29% -6.55%
6 Month 25.39% 13.04%
1 Year 50.25% 35.56%
3 Year - 16.95%
5 Year - 23.23%

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 51.55% 29.37%
3 Year - 29.76%
5 Year - 23.28%

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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