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Sectoral / Thematicregulargrowth📊 BSE Healthcare Index (TRI)

HDFC Pharma and Healthcare Fund - Growth Option

HDFC Mutual Fund · Managed by Nikhil Mathur

#9 of 213 (1Y)

₹19.3050

0.08 (-0.42%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹19.3050

0.08 (-0.42%)

29 May 2026

AMFI: 152084

Direct · Growth

₹₹19.9280

0.08 (-0.41%)

29 May 2026

AMFI: 152082

Regular · IDCW

₹₹19.3050

0.08 (-0.42%)

29 May 2026

AMFI: 152083

Direct · IDCW

₹₹19.9280

0.08 (-0.41%)

29 May 2026

AMFI: 152081

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.25%
1 Month+8.21%
3 Months+11.34%
6 Months+9.69%
1 Year+19.83%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Sept 2023)+27.80%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+24.74%
3 Year SIP
5 Year SIP
Since Inception (Sept 2023)+22.11%

SIP since inception — what ₹100/month became

Real NAV backtest from day one

₹3,100

Invested

₹4,041

Value today

21.2%

XIRR (p.a.)

100/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

100 lumpsum at launch — value today

Invested on the fund's first NAV date

₹100

Invested

₹193

Value today

28.2%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹9,84,152

Value today

-15.0%

vs lumpsum

Direct lumpsum would have beaten STP by 15.0% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹100/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹4,041

Benchmark

₹3,626

+₹415 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹15,323

Regular plan

₹15,123

Direct earns ₹200 more on a ₹12K investment0.83% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseHDFC Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹1,963 Cr
Expense Ratio2.09%
Min SIP₹100
Min Lumpsum₹100
Fund ManagerNikhil Mathur
BenchmarkBSE Healthcare Index (TRI) ✓
Launch Date14 Sept 2023
AMFI Code152084

Risk Metrics

Trailing 1 year, annualised

0.41

Sharpe Ratio

+0.09

Alpha

0.36

Beta

0.38

Sortino

15.76%

Std Dev

-15.07%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

Sun Pharmaceutical Industries Ltd.

INE044A01036

10.20%

Divis Laboratories Ltd.

INE361B01024

8.56%

Divis Laboratories Ltd.

INE361B01024

8.20%

Sun Pharmaceutical Industries Ltd.

INE044A01036

8.05%

Glenmark Pharmaceuticals Ltd.

INE935A01035

6.78%

Lupin Ltd.

INE326A01037

6.65%

Lupin Ltd.

INE326A01037

6.07%

Glenmark Pharmaceuticals Ltd.

INE935A01035

6.06%

Alkem Laboratories Ltd.

INE540L01014

5.99%

Max Healthcare Institute Limited

INE027H01010

5.96%

Max Healthcare Institute Limited

INE027H01010

5.93%

Aster DM Healthcare Limited

INE914M01019

5.70%

Aster DM Healthcare Limited

INE914M01019

5.46%

Ipca Laboratories Ltd.

INE571A01038

5.16%

Alkem Laboratories Ltd.

INE540L01014

4.69%

Anthem Biosciences Limited

INE0CZ201020

4.55%

Ipca Laboratories Ltd.

INE571A01038

4.39%

Acutaas Chemicals Limited

INE00FF01025

4.39%

Anthem Biosciences Limited

INE0CZ201020

4.29%

Cipla Ltd.

INE059A01026

4.27%

Acutaas Chemicals Limited

INE00FF01025

4.07%

Fortis Healthcare Limited

INE061F01013

3.71%

Fortis Healthcare Limited

INE061F01013

3.49%

Krishna Institute Of Medical Sciences Limited

INE967H01025

3.10%

Krishna Institute Of Medical Sciences Limited

INE967H01025

3.04%

Laurus Labs Ltd.

INE947Q01028

2.80%

Laurus Labs Ltd.

INE947Q01028

2.76%

Vijaya Diagnostic Centre Limited

INE043W01024

2.55%

Metropolis Healthcare Ltd.

INE112L01020

2.39%

Metropolis Healthcare Ltd.

INE112L01020

2.37%

Torrent Pharmaceuticals Ltd.

INE685A01028

2.34%

Eris Lifesciences Ltd

INE406M01024

2.24%

Global Health Limited

INE474Q01031

2.21%

Vijaya Diagnostic Centre Limited

INE043W01024

2.13%

Torrent Pharmaceuticals Ltd.

INE685A01028

2.13%

Sai Life Sciences Limited

INE570L01029

2.09%

Shilpa Medicare Ltd

INE790G01031

2.04%

Neuland Laboratories Limited

INE794A01010

1.97%

Shilpa Medicare Ltd

INE790G01031

1.91%

Global Health Limited

INE474Q01031

1.88%

Sai Life Sciences Limited

INE570L01029

1.79%

Wockhardt Ltd.

INE049B01025

1.67%

Eris Lifesciences Ltd

INE406M01024

1.66%

Dr. Lal Path Labs Ltd

INE600L01024

1.57%

Wockhardt Ltd.

INE049B01025

1.54%

Neuland Laboratories Limited

INE794A01010

1.54%

Rubicon Research Limited

INE506V01022

1.43%

Jubilant Pharmova Limited

INE700A01033

1.36%

Thyrocare Technologies Ltd.

INE594H01019

1.33%

Jubilant Pharmova Limited

INE700A01033

1.31%

Performance Comparison

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Investment Objective

HDFC Pharma and Healthcare Fund - Growth Option invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

HDFC Pharma and Healthcare Fund - Growth Option is a Sectoral / Thematic mutual fund offered by HDFC Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹1,963 Cr, reflecting investor confidence in the fund's strategy. The fund is managed by Nikhil Mathur. It benchmarks its performance against BSE Healthcare Index (TRI). The current expense ratio is 2.09%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations