Compare Mutual Funds

Insights from Fund Comparison

• Both ITI Pharma and Healthcare Fund - Dir (IDCW) and Baroda BNP Paribas Energy Opportunities Fund-Reg (G) are Sectoral / Thematic, Equity schemes. ITI Pharma and Healthcare Fund - Dir (IDCW) is 4 yrs 5 m old and manages ₹221.78 Crs, whereas Baroda BNP Paribas Energy Opportunities Fund-Reg (G) is 1 yrs 2 m old with ₹714.77 Crs.
• ITI Pharma and Healthcare Fund - Dir (IDCW) is older, but Baroda BNP Paribas Energy Opportunities Fund-Reg (G) is larger — suggesting that while ITI Pharma and Healthcare Fund - Dir (IDCW) has more experience, Baroda BNP Paribas Energy Opportunities Fund-Reg (G) may be attracting recent investor interest.
• ITI Pharma and Healthcare Fund - Dir (IDCW) has its top 3 sectors in Pharmaceuticals (67.15%), Healthcare (22.89%), and Chemicals (2.24%), while Baroda BNP Paribas Energy Opportunities Fund-Reg (G) focuses on Refineries (25.81%), Power Generation & Distribution (23.66%), and Capital Goods - Electrical Equipment (10.36%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• ITI Pharma and Healthcare Fund - Dir (IDCW) holds Sun Pharmaceutical Industries Limited (11.12%), Divi's Laboratories Limited (9.01%), Apollo Hospitals Enterprise Limited (6.62%), Max Healthcare Institute Limited (5.94%), and Torrent Pharmaceuticals Limited (5.17%), whereas Baroda BNP Paribas Energy Opportunities Fund-Reg (G) holds NTPC Limited (8.28%), Reliance Industries Limited (8.19%), Coal India Limited (8.13%), Hindustan Petroleum Corporation Limited (5.98%), and Oil & Natural Gas Corporation Limited (5.28%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, ITI Pharma and Healthcare Fund - Dir (IDCW) has 98.22% equity and 0.00% debt, while Baroda BNP Paribas Energy Opportunities Fund-Reg (G) has 94.80% equity and 1.36% debt.
• ITI Pharma and Healthcare Fund - Dir (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• ITI Pharma and Healthcare Fund - Dir (IDCW) showed short-term strength over 3 Months, 6 Months (returns: -6.33%, -7.09%), outperforming Baroda BNP Paribas Energy Opportunities Fund-Reg (G) by 1.96%, 6.45%. However, other periods (1 Year, 3 Years, returns: -3.33%, 20.32% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.