Compare Mutual Funds

Insights from Fund Comparison

• Both Nippon India Pharma Fund - Direct (G) and Tata India Pharma & Healthcare Fund - Direct (G) are Sectoral / Thematic, Equity schemes. Nippon India Pharma Fund - Direct (G) is 13 yrs 4 m old and manages ₹8,365.4 Crs, whereas Tata India Pharma & Healthcare Fund - Direct (G) is 10 yrs 5 m old with ₹1,325.19 Crs.
• Nippon India Pharma Fund - Direct (G) is therefore older and larger, which may indicate more experience and investor confidence.
• Nippon India Pharma Fund - Direct (G) has its top 3 sectors in Pharmaceuticals (73.12%), Healthcare (20.02%), and Retail (3.78%), while Tata India Pharma & Healthcare Fund - Direct (G) focuses on Pharmaceuticals (57.95%), Healthcare (35.02%), and Agro Chemicals (4.47%).
• The funds share exposure to Pharmaceuticals and Healthcare, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Nippon India Pharma Fund - Direct (G) holds Sun Pharmaceutical Industries Limited (13.85%), Lupin Limited (7.95%), Dr. Reddy's Laboratories Limited (7.04%), Divi's Laboratories Limited (6.61%), and Cipla Limited (5.47%), whereas Tata India Pharma & Healthcare Fund - Direct (G) holds SUN PHARMACEUTICAL INDUSTRIES LTD (9.87%), DIVI LABORATORIES LTD (5.92%), HEALTHCARE GLOBAL ENTERPRISES LTD (5.45%), ABBOTT INDIA LTD (5.37%), and MAX HEALTHCARE INSTITUTE LTD (5.17%).
• 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, Nippon India Pharma Fund - Direct (G) has 98.70% equity and 0.00% debt, while Tata India Pharma & Healthcare Fund - Direct (G) has 99.60% equity and 0.00% debt.
• Risk profile is similar for both funds.
• Nippon India Pharma Fund - Direct (G) showed short-term strength over 6 Months (returns: 4.54%), outperforming Tata India Pharma & Healthcare Fund - Direct (G) by 1.31%. However, other periods (3 Months, 1 Year, 3 Years, 5 Years, returns: 4.11%, 8.02%, 24.57%, 13.96% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.