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HDFC Pharma and Healthcare Fund - Growth Option is an equity scheme managed by HDFC Mutual Fund. It has ranked in the top half of its category for 2 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.88% 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 75% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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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.
| Scheme | AMC | AUM | TER | 3Y |
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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 |
|---|
| Divis Laboratories Ltd. | Healthcare | 8.56% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 8.05% |
| Lupin Ltd. | Healthcare | 6.07% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | 6.06% |
| Max Healthcare Institute Limited | Healthcare | 5.93% |
| Aster DM Healthcare Limited | Healthcare | 5.46% |
| Alkem Laboratories Ltd. | Healthcare | 4.69% |
| Anthem Biosciences Limited | Healthcare | 4.55% |
| Ipca Laboratories Ltd. | Healthcare | 4.39% |
| Cipla Ltd. | Healthcare | 4.27% |
| Acutaas Chemicals Limited | Basic Materials | 4.07% |
| Fortis Healthcare Limited | Healthcare | 3.71% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 3.04% |
| Laurus Labs Ltd. | Healthcare | 2.80% |
| Vijaya Diagnostic Centre Limited | Healthcare | 2.55% |
| Metropolis Healthcare Ltd. | Healthcare | 2.39% |
| Global Health Limited | Healthcare | 2.21% |
| Torrent Pharmaceuticals Ltd. | Healthcare | 2.13% |
| Shilpa Medicare Ltd | Healthcare | 2.04% |
| Neuland Laboratories Limited | Healthcare | 1.97% |
| Sai Life Sciences Limited | Healthcare | 1.79% |
| Wockhardt Ltd. | Healthcare | 1.67% |
| Eris Lifesciences Ltd | Healthcare | 1.66% |
| Rubicon Research Limited | Healthcare | 1.43% |
| Jubilant Pharmova Limited | Healthcare | 1.36% |
| Sector | Holdings | Weight |
|---|---|---|
| Pharmaceuticals & Biotechnology | 22 | 70.09% |
| Healthcare Services | 8 | 26.62% |
| Healthcare Equipment & Supplies | 1 | 0.59% |
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.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
|---|
| 1Y | 0.52% | 8.53% | 19.72% | 29.11% | 64.96% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 58.0% 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.
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.
| 5Y |
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| Star |
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