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SBI Healthcare Opportunities Fund vs HDFC Defence Fund

SBI Healthcare Opportunities Fund (Direct) and HDFC Defence 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 08 Sep 2026

SBI Healthcare Opportunities FundDirectHDFC Defence FundDirect2 of 4 funds

Growth of ₹100 (rebased over the selected window)

Common period 02 Jun 202308 Sep 2026, limited by HDFC Defence 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
DateSBI Healthcare Opportunities FundHDFC Defence FundNifty 500
02 Jun 2023₹100.00₹100.00₹100.00
10 Sep 2023₹117.90₹125.03₹110.60
18 Dec 2023₹126.74₹150.62₹121.15
27 Mar 2024₹144.19₹163.63₹127.05
04 Jul 2024₹154.30₹246.24₹144.92
12 Oct 2024₹180.06₹221.11₹149.33
19 Jan 2025₹177.99₹206.58₹137.12
29 Apr 2025₹180.27₹218.82₹139.85
06 Aug 2025₹183.28₹238.55₹143.36
14 Nov 2025₹187.22₹254.85₹150.76
21 Feb 2026₹182.11₹250.76₹147.96
01 Jun 2026₹197.98₹282.01₹141.91
08 Sep 2026₹228.67₹325.50₹146.45

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 →

SBI Healthcare Opportunities Fund and HDFC Defence Fund share 0% of their equity book by weight.

SBI Healthcare Opportunities Fund, HDFC Defence Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric
SBI · Direct
NAV ₹609.01
Very High risk
★★★★★
HDFC · Direct
NAV ₹32.58
Very High risk
★★★★☆
Category median
Sectoral/ Thematic · 254 funds
+23.08%+36.78%Best in row+7.16%
+24.70%+37.56%Best in row+14.92%
+18.77%+12.92%
+14.83%+14.68%
+18.43%+43.48%Best in row+13.63%
+24.17%+34.63%Best in row
+16.37%+40.94%Best in row+17.23%
+14.64%+16.34%
+14.75%+16.02%
Risk
12.85%Best in row25.91%15.53%
1.42Best in row1.200.41
2.02Best in row1.650.57
-30.53%Best in row-34.54%-23.08%
+13.86%+24.68%Best in row+4.59%
0.641.610.96
112.8%193.6%Best in row107.0%
39.6%Best in row91.8%88.1%
1.04%0.89%Best in row1.15%
₹4,319Cr₹9,371Cr₹1,160Cr
0.50%1.00%
₹500₹100
₹5.00K₹123
35%11%47%
Tanmay DesaiDhruv Muchhal
02 Jan 201302 Jun 2023
3324
56.3%79.9%
1.6%1.7%
2 rows carry the same value for every fund — show
Benchmark
Nifty 500
Lock-in
None

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 — SBI Healthcare Opportunities Fund or HDFC Defence Fund?

Over the last 3 years, HDFC Defence Fund returned +37.56% CAGR against SBI Healthcare Opportunities Fund's +24.70%, computed from AMFI NAV history. Past returns don't guarantee future performance.

Which fund is cheaper — SBI Healthcare Opportunities Fund or HDFC Defence Fund?

HDFC Defence Fund has the lower expense ratio: SBI Healthcare Opportunities Fund charges 1.04% a year against HDFC Defence Fund's 0.89%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.

Which fund is riskier — SBI Healthcare Opportunities Fund or HDFC Defence Fund?

HDFC Defence Fund has shown higher volatility (+25.91% annualized vs SBI Healthcare Opportunities Fund's +12.85%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: SBI Healthcare Opportunities Fund -13.51% vs HDFC Defence Fund -34.54%.

Which fund manages more money — SBI Healthcare Opportunities Fund or HDFC Defence Fund?

HDFC Defence Fund is the larger fund: SBI Healthcare Opportunities Fund manages ₹4,319Cr against HDFC Defence Fund's ₹9,371Cr 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 SBI Healthcare Opportunities Fund and HDFC Defence 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.