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 Tata India Pharma & Healthcare Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Tata India Pharma & Healthcare Fund-Regular Plan-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) 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) ₹1568 Cr ₹1208 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 -1.12% 0.96%
6 Month -1.4% -5.33%
1 Year 30.2% 18.87%
3 Year - 18.88%
5 Year - 22.04%

SIP Return Analysis

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
6 Month -1.24% -1.3%
1 Year 10.1% 1.32%
3 Year - 24.14%
5 Year - 19.77%

Rolling Lumpsum Returns

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
1 Year 51.48% 7.82%
3 Year - 17.79%
5 Year - 14.55%

Risk Management

Scheme Name HDFC Pharma and Healthcare Fund - Regular (G) Tata India Pharma & Healthcare Fund-Regular Plan-Growth
Standard Deviation - 16.538%
Sharp - 0.681%
Beta - 0.969%
Alpha - 0.018%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.17 5.06
Small Cap 34.62 27.82
Large Cap 35.28 35.26
Mid Cap 25.93 31.87

Sector Allocation

Scheme Name

HDFC Pharma and Healthcare Fund - Regular (G)

Tata India Pharma & Healthcare Fund-Regular Plan-Growth

Others 2.47 4.34
Basic Materials 2.04 2.22
Healthcare 95.49 93.44

Top Comparisons

Kotak Pioneer Fund- Regular Plan- Growth Option Kotak Pioneer Fund- Regular Plan- Growth Option

3Y Returns16.49%

VS

UTI-Transpotation and Logistics  Fund-Growth Option UTI-Transpotation and Logistics Fund-Growth Option

3Y Returns21.14%

Compare Now

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

3Y Returns0%

VS

PGIM India Balanced Advantage Fund - Regular Growth PGIM India Balanced Advantage Fund - Regular Growth

3Y Returns8.83%

Compare Now

ICICI Prudential Large & Mid Cap Fund - Growth ICICI Prudential Large & Mid Cap Fund - Growth

3Y Returns20.68%

VS

HDFC Large and Mid Cap Fund - Growth Option HDFC Large and Mid Cap Fund - Growth Option

3Y Returns18.94%

Compare Now

Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth Mirae Asset Aggressive Hybrid Fund -Regular Plan-Growth

3Y Returns12.1%

VS

UTI Aggressive Hybrid Fund- Regular Plan - Growth UTI Aggressive Hybrid Fund- Regular Plan - Growth

3Y Returns16.43%

Compare Now
Add to Cart Successfully