Tata India Pharma & Healthcare Fund vs HDFC Pharma and 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 Risk | 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 | -5.74% | -7.82% |
6 Month | -1.25% | -8.67% |
1 Year | 21.28% | 8.93% |
3 Year | - | 18.99% |
5 Year | - | 22.08% |
SIP Return Analysis
Scheme Name | HDFC Pharma and Healthcare Fund - Regular (G) | Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
6 Month | - | - |
1 Year | 13.16% | -1.69% |
3 Year | - | 21.97% |
5 Year | - | 19.47% |
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 | - | 15.471% |
Sharp | - | 0.874% |
Beta | - | 0.953% |
Alpha | - | 0.602% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 5.39 |
Small Cap | 33.12 | 23.46 |
Large Cap | 32.5 | 40.33 |
Mid Cap | 32.4 | 30.82 |
Sector Allocation
Scheme Name |
HDFC Pharma and Healthcare Fund - Regular (G) |
Tata India Pharma & Healthcare Fund-Regular Plan-Growth |
---|---|---|
Others | 1.98 | 5.39 |
Pharmaceuticals & Biotechnology | 74.71 | 76.28 |
Healthcare Services | 22.28 | 14.31 |
Retailing | 1.03 | 0.66 |
Fertilizers & Agrochemicals | - | 0.83 |
Chemicals & Petrochemicals | - | 0.39 |
Insurance | - | 2.14 |
Top Comparisons
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.33%
Axis Small Cap Fund - Regular Plan - Growth
3Y Returns16.34%
Tata Arbitrage Fund-Regular Plan-Growth
3Y Returns6.33%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.34%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.33%
Bandhan Small Cap Fund - Regular Plan - Growth
3Y Returns24.44%
Sundaram Short Duration Fund Regular Growth
3Y Returns6.22%
LIC MF Short Term Debt Fund Regular - Growth
3Y Returns5.37%