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HDFC Transportation and Logistics Fund vs HDFC Pharma and Healthcare Fund

HDFC Transportation and Logistics Fund (Direct) and HDFC Pharma and Healthcare Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Sectoral/ Thematic schemes — see the best sectoral & thematic mutual funds for the full ranking.

Head to head

NAVs as of 15 Sep 2026

HDFC Transportation and Logistics FundDirectHDFC Pharma and Healthcare FundDirect2 of 4 funds

Growth of ₹100 (rebased over the selected window)

Common period 04 Oct 202315 Sep 2026, limited by HDFC Pharma and Healthcare Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateHDFC Transportation and Logistics FundHDFC Pharma and Healthcare FundNifty 500
04 Oct 2023₹100.00₹100.00₹100.00
02 Jan 2024₹113.89₹116.08₹113.40
01 Apr 2024₹131.97₹125.23₹119.68
29 Jun 2024₹157.09₹132.82₹131.75
27 Sep 2024₹169.98₹163.91₹143.02
26 Dec 2024₹149.14₹169.35₹130.99
26 Mar 2025₹138.35₹161.79₹124.25
23 Jun 2025₹152.87₹167.36₹134.33
21 Sep 2025₹185.55₹181.39₹137.16
20 Dec 2025₹180.99₹177.59₹138.28
20 Mar 2026₹162.31₹175.69₹124.56
17 Jun 2026₹179.72₹202.70₹134.96
15 Sep 2026₹194.59₹223.70₹133.07

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

HDFC Transportation and Logistics Fund and HDFC Pharma and Healthcare Fund share 0% of their equity book by weight.

HDFC Transportation and Logistics Fund, HDFC Pharma and Healthcare Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric
HDFC · Direct
NAV ₹19.89
Very High risk
★★★★☆
HDFC · Direct
NAV ₹22.29
Very High risk
★★★★★
Category median
Sectoral/ Thematic · 255 funds
+7.16%+25.31%Best in row+2.69%
+24.04%+31.40%Best in row+13.95%
+25.00%+31.40%Best in row+12.99%
+18.45%+26.48%Best in row
+24.04%+17.19%
Risk
17.03%14.02%Best in row15.49%
1.031.78Best in row0.28
1.472.54Best in row0.39
-23.50%-14.91%Best in row-23.03%
+13.22%+19.42%Best in row+4.25%
1.060.710.97
141.4%Best in row125.1%107.0%
83.0%24.9%Best in row91.2%
1.09%1.04%Best in row1.15%
₹1,685Cr₹2,282Cr₹1,160Cr
₹126₹129
30%42%42%
17 Aug 202304 Oct 2023
3437
63.4%51.8%
1.4%0.5%
9 rows carry the same value for every fund — show
5Y return (CAGR)
10Y return (CAGR)
5Y rolling avg
10Y rolling avg
Benchmark
Nifty 500
Exit load
1.00%
Lock-in
None
Min SIP
₹100
Manager
Dhruv Muchhal

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.

Frequently asked questions

Which fund has delivered higher returns — HDFC Transportation and Logistics Fund or HDFC Pharma and Healthcare Fund?

Over the last 3 years, HDFC Pharma and Healthcare Fund returned +31.40% CAGR against HDFC Transportation and Logistics Fund's +24.04%, computed from AMFI NAV history. Past returns don't guarantee future performance.

Which fund is cheaper — HDFC Transportation and Logistics Fund or HDFC Pharma and Healthcare Fund?

HDFC Pharma and Healthcare Fund has the lower expense ratio: HDFC Transportation and Logistics Fund charges 1.09% a year against HDFC Pharma and Healthcare Fund's 1.04%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.

Which fund is riskier — HDFC Transportation and Logistics Fund or HDFC Pharma and Healthcare Fund?

HDFC Transportation and Logistics Fund has shown higher volatility (+17.03% annualized vs HDFC Pharma and Healthcare Fund's +14.02%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: HDFC Transportation and Logistics Fund -23.50% vs HDFC Pharma and Healthcare Fund -14.91%.

Which fund manages more money — HDFC Transportation and Logistics Fund or HDFC Pharma and Healthcare Fund?

HDFC Pharma and Healthcare Fund is the larger fund: HDFC Transportation and Logistics Fund manages ₹1,685Cr against HDFC Pharma and Healthcare Fund's ₹2,282Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.

Are HDFC Transportation and Logistics Fund and HDFC Pharma and Healthcare Fund in the same category?

Yes — both are Sectoral/ Thematic schemes, so their returns, risk and cost are directly comparable against the same peer set.

Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.