SBI Healthcare Opportunities Fund vs HDFC Transportation and Logistics Fund
SBI Healthcare Opportunities Fund (Direct) and HDFC Transportation and Logistics 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
Growth of ₹100 (rebased over the selected window)
Common period 17 Aug 2023 – 08 Sep 2026, limited by HDFC Transportation and Logistics 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
| Date | SBI Healthcare Opportunities Fund | HDFC Transportation and Logistics Fund | Nifty 500 |
|---|---|---|---|
| 17 Aug 2023 | ₹100.00 | ₹100.00 | ₹100.00 |
| 18 Nov 2023 | ₹103.73 | ₹109.32 | ₹104.75 |
| 19 Feb 2024 | ₹125.94 | ₹129.55 | ₹120.01 |
| 23 May 2024 | ₹125.18 | ₹150.90 | ₹127.90 |
| 24 Aug 2024 | ₹145.30 | ₹167.70 | ₹139.38 |
| 25 Nov 2024 | ₹154.78 | ₹152.54 | ₹134.23 |
| 26 Feb 2025 | ₹143.53 | ₹140.31 | ₹121.52 |
| 30 May 2025 | ₹153.59 | ₹154.40 | ₹135.71 |
| 31 Aug 2025 | ₹157.44 | ₹176.26 | ₹133.69 |
| 03 Dec 2025 | ₹159.34 | ₹186.90 | ₹141.15 |
| 06 Mar 2026 | ₹158.73 | ₹177.32 | ₹133.80 |
| 07 Jun 2026 | ₹172.80 | ₹175.06 | ₹133.70 |
| 08 Sep 2026 | ₹195.65 | ₹205.37 | ₹137.82 |
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 Transportation and Logistics Fund share 0% of their equity book by weight.
| Metric | SBI · Direct NAV ₹609.01 Very High risk ★★★★★ | HDFC · Direct NAV ₹20.54 Very High risk ★★★★☆ | Category median Sectoral/ Thematic · 254 funds |
|---|---|---|---|
| +23.08%Best in row | +9.88% | +7.16% | |
| +24.70% | +25.69%Best in row | +14.92% | |
| +18.77% | — | +12.92% | |
| +14.83% | — | +14.68% | |
| +18.43% | +26.50%Best in row | +13.63% | |
| +24.17%Best in row | +20.96% | — | |
| +16.37% | +25.70%Best in row | +17.23% | |
| +14.64% | — | +16.34% | |
| +14.75% | — | +16.02% | |
| Risk | |||
| 12.85%Best in row | 17.01% | 15.53% | |
| 1.42Best in row | 1.13 | 0.41 | |
| 2.02Best in row | 1.62 | 0.57 | |
| -30.53% | -23.50%Best in row | -23.08% | |
| +13.86% | +13.76% | +4.59% | |
| 0.64 | 1.05 | 0.96 | |
| 112.8% | 141.4%Best in row | 107.0% | |
| 39.6%Best in row | 78.8% | 88.1% | |
| 1.04%Best in row | 1.07% | 1.15% | |
| ₹4,319Cr | ₹1,685Cr | ₹1,160Cr | |
| 0.50% | 1.00% | — | |
| ₹500 | ₹100 | — | |
| ₹5.00K | ₹126 | — | |
| 35% | 30% | 47% | |
| Tanmay Desai | Dhruv Muchhal | — | |
| 02 Jan 2013 | 17 Aug 2023 | — | |
| 33 | 34 | — | |
| 56.3% | 63.4% | — | |
| 1.6% | 1.4% | — | |
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 Transportation and Logistics Fund?
Over the last 3 years, HDFC Transportation and Logistics Fund returned +25.69% 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 Transportation and Logistics Fund?
SBI Healthcare Opportunities Fund has the lower expense ratio: SBI Healthcare Opportunities Fund charges 1.04% a year against HDFC Transportation and Logistics Fund's 1.07%. 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 Transportation and Logistics Fund?
HDFC Transportation and Logistics Fund has shown higher volatility (+17.01% 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 Transportation and Logistics Fund -23.50%.
Which fund manages more money — SBI Healthcare Opportunities Fund or HDFC Transportation and Logistics Fund?
SBI Healthcare Opportunities Fund is the larger fund: SBI Healthcare Opportunities Fund manages ₹4,319Cr against HDFC Transportation and Logistics Fund's ₹1,685Cr 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 Transportation and Logistics 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.