📊 Equity Fund · Deep Analysis

HDFC Pharma and Healthcare FundOption

HDFC Mutual Fund · Direct Growth · SEBI Category: Equity

Current NAV ₹20.0060 (+0.79% today) As of 04 Jun 2026
1 Year Return +19.9%
AAUM ₹1.9K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 655 daily NAV records
Fund Overview

HDFC Pharma and Healthcare FundOption — Quick Summary

HDFC Pharma and Healthcare Fund is backed by India's largest AMC — HDFC Mutual Fund — bringing institutional research depth to pharmaceutical and healthcare sector investing. The fund invests across the healthcare value chain: pharmaceutical manufacturers, API companies, hospitals, diagnostic chains and medical devices. HDFC MF's conservative investment culture means the portfolio emphasises business quality and regulatory track record over aggressive growth at any price.

The fund's approach reflects HDFC MF's broader investment philosophy — quality businesses with strong balance sheets, capable management and sustainable competitive advantages. In the pharma sector, this translates to companies with clean FDA records, diversified revenue streams (multiple geographies and therapy areas) and management teams with proven integrity. Avoiding regulatory risk is as important as identifying growth opportunities.

Fund House
HDFC Mutual Fund
SEBI Category
Equity
Benchmark
Nifty Healthcare TRI
Fund Manager
Srinivasan Ramamurthy
AMFI Code
152082
Risk Level
Very High
NAV Records in DB
655 days
Quarterly Average AUM · Jan–Mar 2026
₹1.9K Cr
↓ Decreased by 0.7% vs Oct–Dec 2025 · ₹2.0K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
📊
✓ Suitable For
Investors who trust HDFC MF for conservative, quality-focused sector investing. Those wanting pharma exposure with institutional research backing. Long-term investors with 7+ year horizon who value quality over aggressive growth.
India's largest AMC backing for pharma and healthcare sector investing. Conservative quality focus — clean FDA records and management integrity prioritised. HDFC MF research infrastructure for comprehensive sector analysis. Strong institutional backing for long-term sector commitment.
✗ Not Suitable For
Aggressive investors wanting maximum exposure to high-growth mid-tier pharma companies — HDFC's conservative filter limits these. Those with short investment horizons. Investors who want the longest track record in pharma funds — HDFC Pharma is newer than Nippon India Pharma.
Who Runs This Fund

Fund Manager

SR
Srinivasan Ramamurthy
HDFC Mutual Fund · Managing since February 2022

Srinivasan Ramamurthy is Fund Manager at HDFC Mutual Fund and manages HDFC Pharma and Healthcare Fund alongside his other equity mandates. He applies HDFC MF's research-intensive, fundamental analysis approach to healthcare sector investing — focusing on the quality of the business, regulatory compliance track record, management integrity and long-term competitive positioning of healthcare companies across the value chain.

For current co-manager details and full biography, refer to the latest HDFC Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 152082
The official AMFI scheme code for HDFC Pharma and Healthcare FundOption Direct Growth is 152082. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
HDFC Pharma and Healthcare Fund is a relatively newer fund — launched in 2022. Investors cannot evaluate long-term performance across full pharma sector cycles. Focus on HDFC MF's investment culture and Srinivasan Ramamurthy's broader track record when assessing this fund.
Investment Objective
As per Scheme Information Document
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of companies in the Pharma and Healthcare sector.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Healthcare & Pharma Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
Nippon India Pharma Fund ₹596.02 ₹7.9K Cr Jan–Mar 2026 +5.9% +22.5% p.a. +13.4% p.a. 1.37
SBI Healthcare Opportunities Fund ₹532.86 ₹3.8K Cr Jan–Mar 2026 +10.5% +25.5% p.a. +16.2% p.a. 1.61
DSP Healthcare Fund ₹46.10 ₹3.0K Cr Jan–Mar 2026 +8.8% +22.9% p.a. +15.4% p.a. 1.62
Mirae Asset Healthcare Fund ₹47.02 ₹2.7K Cr Jan–Mar 2026 +13.9% +25.8% p.a. +15.6% p.a. 1.45
HDFC Pharma and Healthcare Fund ▲ ₹20.01 ₹1.9K Cr Jan–Mar 2026 +19.9%
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 655 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
+5.1%
3 MonthPoint-to-point
+9.0%
6 MonthPoint-to-point
+10.4%
1 YearPoint-to-point
+19.9%

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+70.8%
Oct 2023 – Nov 2024
Worst 1Y WindowSimple return
+1.6%
Jan 2025 – Jan 2026

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
+2.4%
2024
+52.2%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
25.1%
Positive in 100% of windows
Best: 70.8% · Worst: 1.6%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-14.9%
Jan 2025 → Feb 2025
Recovered: Jul 2025 (6 mos)
Current from Peak
-1.8%
All-time Peak: ₹20.13
Peak date: May 2026

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-14.9%
Sep 27, 2024 – Apr 7, 2025
Recovered: Jul 2025 (6 mos)
COVID-19 Crash
Pre-inception
Feb 19 – Mar 23, 2020
Recovered: N/A
2022 Rate Hike Cycle
Pre-inception
Jan 17 – Jun 17, 2022
Recovered: N/A
2018 IL&FS Crisis
Pre-inception
Aug 28 – Oct 26, 2018
Recovered: N/A
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Risk metrics require 3 years of NAV history (756 trading days). This fund has 655 trading days — metrics will appear once 3 years of data is available.
📊
Want to see what HDFC Pharma and Healthcare FundOption is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Equity Funds

See how HDFC Pharma and Healthcare FundOption ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
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⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.