ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND vs Baroda BNP Paribas Health and Wellness Fund
ABSL vs Baroda BNP· Portfolio Overlap Analysis
54.1%High Overlap
18 common stocksRank #7206 / 20,000
Investor takeaway: At 54.1% 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 (18)
| Stock | Wt% in ADITYA BIRLA SUN LIFE PHARMA & | Wt% in Baroda BNP Paribas Health and | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 13.34% | 9.23% | 9.23% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 5.20% | 4.99% | 4.99% |
Lupin Limited Pharmaceuticals & Biotechnology | 4.21% | 5.71% | 4.21% |
Fortis Healthcare Limited Healthcare Services | 4.17% | 4.59% | 4.17% |
Apollo Hospitals Enterprise Limited Healthcare Services | 7.78% | 4.15% | 4.15% |
Abbott India Limited Pharmaceuticals & Biotechnology | 4.02% | 4.60% | 4.02% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 3.94% | 3.95% | 3.94% |
J.B. Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.99% | 3.64% | 3.64% |
Emcure Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 3.03% | 2.80% | 2.80% |
Ajanta Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.53% | 2.25% | 2.25% |
Cipla Limited Pharmaceuticals & Biotechnology | 3.59% | 2.15% | 2.15% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 1.92% | 1.92% |
Dr. Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 1.49% | 2.28% | 1.49% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 2.65% | 1.19% | 1.19% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 1.07% | 3.09% | 1.07% |
Jupiter Life Line Hospitals Ltd Healthcare Services | 1.94% | 1.01% | 1.01% |
METROPOLIS HEALTHCARE LIMITED Healthcare Services | 1.50% | 0.96% | 0.96% |
Max Healthcare Institute Limited Healthcare Services | 0.90% | 6.38% | 0.90% |
Unique to ADITYA BIRLA SUN LIFE PHARMA &
- Aurobindo Pharma Limited4.16%
Unique to Baroda BNP Paribas Health and
- Aster DM Healthcare Limited5.22%
- Laurus Labs Limited4.09%
- AstraZeneca Pharma India Limited4.07%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology42.9% (13)
Healthcare Services11.2% (5)
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More comparisons for Baroda BNP Paribas Health and
- vs Mirae Asset Nifty 500 Healthca53.8% · 22 stocks
- vs Motilal Oswal BSE Healthcare E51.3% · 24 stocks
- vs TATA INDIA PHARMA & HEALTHCARE51.0% · 17 stocks
- vs SBI Healthcare Opportunities51.0% · 17 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY HE49.6% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.