HDFC Pharma and Healthcare Fund
Direct · Growth ₹21.93
04 Aug 2026
NAV
24.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
1.09
Sharpe
-14.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.85 L | 24.2% | -2.6% | 79.8% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 24.2% | 14.5% | 13.9% | +9.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 24.5% | 21.1% | 1.7% | 67.3% | 1.09 | 24.99 | 100% | — | — |
-14.9%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
1.64
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +21.35 | 0.62 | 77.5% | 49.1% | 23.9% | 0.2% |
| 3 Years | +22.71 | 0.60 | 77.0% | 46.3% | 30.2% | 8.2% |
| 5 Years | +11.67 | 0.60 | 77.0% | 46.3% | 17.2% | 4.9% |
| 7 Years | +7.33 | 0.60 | 77.0% | 46.3% | 12.0% | 3.4% |
| 10 Years | +4.21 | 0.60 | 77.0% | 46.3% | 8.3% | 2.4% |
| 12 Years | +3.03 | 0.60 | 77.0% | 46.3% | 6.8% | 2.0% |
| 15 Years | +1.88 | 0.60 | 77.0% | 46.3% | 5.4% | 1.6% |
30
Total Holdings
53.8%
Top 10 Weight
2
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sun Pharmaceutical Industries Ltd. | 9.20% |
| 2 | Divis Laboratories Ltd. | 8.02% |
| 3 | Lupin Ltd. | 5.45% |
| 4 | Max Healthcare Institute Limited | 5.26% |
| 5 | Aster DM Healthcare Limited | 5.18% |
| 6 | Cipla Ltd. | 4.92% |
| 7 | Acutaas Chemicals Limited | 4.50% |
| 8 | Alkem Laboratories Ltd. | 4.36% |
| 9 | Ipca Laboratories Ltd. | 3.50% |
| 10 | Fortis Healthcare Limited | 3.41% |