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HDFC Pharma and Healthcare Fund

HDFC Mutual Fund · 152082 · Quant Rank #283

Structural GatesFully Researched (Deep)Prospera Research Confidence: LOW
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryPH
AUM₹2,940 Cr
Benchmark—
RiskometerVery High
TER0.74%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerNikhil Mathur
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc12%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT2/10
AMQ6/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS5/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 27.7 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

CON — Consistency
10% weight
Deep Research

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: LOW

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: LOW

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: LOW

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: LOW

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:37:56 AM

V6 Final Score
27.7
/ 100 — Final Score
AVOID
MOM
0.0
CON
0.0
PQT
5.5
FMQ
4.8
VAL
0.0
STW
5.4
DSP
0.0
OPP
4.0
FMT
1.6
AMQ
3.6
AUT
—
ERS
2.0
THS
0.8
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerNikhil Mathur
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceOctober 04, 2023
Value Research Online — public fund page as of 2026-08-27
Value Research RatingUnrated
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsSun Pharmaceutical 9.66%, Divi's Lab 9.14%, Max Healthcare 4.82%, Aster DM Health 4.70%, Lupin 4.67% (top-5 total 32.99%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)2940
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.74
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)9.35
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected for this scheme specifically (a real 1Y absolute return of ~27% was found but without a benchmark comparison, so momentum cannot be honestly scored). Scored 0 (N/A).”
CON ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] Confirmed UNRATED by Value Research directly on its own fund page. Scored 0 (N/A).”
PQT ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] Real top-5 holdings: Sun Pharmaceutical 9.66%, Divi's Lab 9.14%, Max Healthcare 4.82%, Aster DM Health 4.70%, Lupin 4.67% (top-5 total 32.99%) — moderate concentration in reputable large-cap pharma names.”
FMQ ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] Real manager: Nikhil Mathur, managing since October 4, 2023 — under 3 years, real but limited independent tenure evidence.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] Real, current sector-level tailwind: Indian pharma/healthcare peers are showing strong recent performance — a genuine, live sector trend, though not independently verified for this specific fund's relative performance.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] No real drawdown evidence found. Scored 0 (N/A).”
OPP ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH, analyst judgment] Real ~27% 1Y absolute return and reasonable AUM scale (Rs2,940 Cr) are modest positives, but the fund is unrated with no long independent track record — scored at a cautious moderate level.”
THS ∅ → 4 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:37:56 AM
“[DEEP RESEARCH] Standard concentrated pharma-sector mandate, real but unremarkable relative to peers on the evidence found.”