ADITYA BIRLA SUN LIFE NIFTY HEALTHCARE ETF vs ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund

ABSL vs ICICI· Portfolio Overlap Analysis

51.3%High Overlap
12 common stocksRank #8883 / 20,000

Investor takeaway: At 51.3% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (12)

StockWt% in ADITYA BIRLA SUN LIFE NIFTY HEWt% in ICICI Prudential Pharma HealthOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
18.36%11.21%11.21%
Cipla Limited
Pharmaceuticals & Biotechnology
7.57%9.40%7.57%
Dr. Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
7.82%6.52%6.52%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
8.13%5.95%5.95%
Lupin Limited
Pharmaceuticals & Biotechnology
5.57%3.99%3.99%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
3.41%3.70%3.41%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
3.29%3.47%3.29%
Biocon Limited
Pharmaceuticals & Biotechnology
2.78%6.20%2.78%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
2.54%7.64%2.54%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
2.30%2.07%2.07%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
3.21%1.19%1.19%
Syngene International Limited
Healthcare Services
0.80%3.16%0.80%

Unique to ADITYA BIRLA SUN LIFE NIFTY HE

  • Max Healthcare Institute Limited8.11%
  • Apollo Hospitals Enterprise Limited8.04%
  • Fortis Healthcare Limited4.90%
  • Torrent Pharmaceuticals Limited4.52%
  • Laurus Labs Limited4.17%

Unique to ICICI Prudential Pharma Health

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
50.5% (11)
Healthcare Services
0.8% (1)

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.