HDFC Pharma and Healthcare Fund vs Tata India Pharma & Healthcare Fund compare

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tortoise-icon HDFC Pharma and Healthcare Fund - Regular (G)

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tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-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) 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) ₹828 Cr ₹949 Cr
Min Investment ₹100 ₹5000
Min SIP Invesment ₹100 ₹100
Min Addl Investment ₹100 ₹1000
Launch Date 05 Oct 2023 28 Dec 2015
Category Pharma & Healthcare Pharma & Healthcare
Fund Type Open Ended Open Ended
Benchmark BSE Healthcare Nifty Pharma TRI
Turn Over % 26.49%
Expense Ratio 2.29 2.21
Manager Dhruv Muchhal Meeta Shetty
ISIN Code INF179KC1HL7 INF277K016A9
Exits Load Exit load of 1%, if redeemed within 30 days./365 Exit load of 0.25% if redeemed within 30 days./365

Trailing Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Month 8.61% 7.23%
6 Month 25.31% 21.76%
1 Year - 52.93%
3 Year - 19.75%
5 Year - 28.8%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month - -
1 Year 12.24% 17.22%
3 Year 12.24% 42.6%
5 Year 12.24% 77.31%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 12.72% 24.61%
3 Year 12.72% 52.38%
5 Year 12.72% 78.63%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation - 14.23%
Sharp - 0.74%
Beta - 0.9%
Alpha - 2.85%

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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
Fund Manage 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 1.98 5.34
Small Cap 33.12 16.33
Large Cap 32.5 38.65
Mid Cap 32.4 39.68

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 1.98 3.05
Pharmaceuticals & Biotechnology 74.71 -
Healthcare Services 22.28 -
Retailing 1.03 -
Healthcare - 93.35
Chemicals - 1.31
Services - 2.29

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