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HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan is an equity scheme managed by HDFC Mutual Fund. The total expense ratio is 1.76% on assets of ₹2,159Cr. The fund is currently managed by Mr. Nikhil Mathur, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 72% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 8.05% |
| LUPIN LIMITED | Healthcare | 6.07% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 6.06% |
| MAX HEALTHCARE INSTITUTE LIMITED | Healthcare | 5.93% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 5.46% |
| ALKEM LABORATORIES LIMITED | Healthcare | 4.69% |
| ANTHEM BIOSCIENCES PRIVATE LIMITED | Healthcare | 4.55% |
| IPCA LABORATORIES LIMITED | Healthcare | 4.39% |
| CIPLA LIMITED | Healthcare | 4.27% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.71% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 3.04% |
| LAURUS LABS LIMITED | Healthcare | 2.80% |
| VIJAYA DIAGNOSTIC CENTRE LIMITED | Healthcare | 2.55% |
| METROPOLIS HEALTHCARE LIMITED | Healthcare | 2.39% |
| GLOBAL HEALTH LIMITED | Healthcare | 2.21% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 2.13% |
| SHILPA MEDICARE LIMITED | Healthcare | 2.04% |
| NEULAND LABORATORIES LIMITED | Healthcare | 1.97% |
| Sai Life Sciences Limited | Healthcare | 1.79% |
| WOCKHARDT LIMITED | Healthcare | 1.67% |
| ERIS LIFESCIENCES LIMITED | Healthcare | 1.66% |
| JUBILANT PHARMOVA LIMITED | Healthcare | 1.36% |
| THYROCARE TECHNOLOGIES LIMITED | Healthcare | 1.33% |
| GLAND PHARMA LIMITED | Healthcare | 1.02% |
| BAJAJ HEALTHCARE LIMITED | Healthcare | 0.85% |
| Sector | Holdings | Weight |
|---|---|---|
| Healthcare | 27 | 97.30% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | 1.71% | 9.84% | 21.27% | 30.69% | 67.01% | 100.0% |
Top-10 weight 53.2% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.