ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND vs Kotak Healthcare Fund

ABSL vs Kotak· Portfolio Overlap Analysis

54.6%High Overlap
19 common stocksRank #7015 / 20,000

Investor takeaway: At 54.6% 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 (19)

StockWt% in ADITYA BIRLA SUN LIFE PHARMA &Wt% in Kotak HealthcareOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
13.34%12.53%12.53%
J.B. Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.99%6.81%4.99%
Lupin Limited
Pharmaceuticals & Biotechnology
4.21%4.51%4.21%
Fortis Healthcare Limited
Healthcare Services
4.17%5.05%4.17%
Cipla Limited
Pharmaceuticals & Biotechnology
3.59%4.17%3.59%
Apollo Hospitals Enterprise Limited
Healthcare Services
7.78%3.22%3.22%
Ajanta Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.53%2.78%2.78%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
4.16%2.54%2.54%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
2.31%2.56%2.31%
SAI Life Sciences Ltd
Pharmaceuticals & Biotechnology
2.16%2.98%2.16%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.95%5.94%1.95%
CORONA Remedies Ltd
Pharmaceuticals & Biotechnology
2.17%1.91%1.91%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
2.65%1.85%1.85%
Emcure Pharmaceuticals Ltd
Pharmaceuticals & Biotechnology
3.03%1.50%1.50%
Dr. Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
1.49%1.86%1.49%
Jubilant Pharmova Ltd
Pharmaceuticals & Biotechnology
1.19%2.50%1.19%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
1.07%2.58%1.07%
Max Healthcare Institute Limited
Healthcare Services
0.90%7.31%0.90%
Medi Assist Healthcare Services Ltd
Insurance
1.14%0.25%0.25%

Unique to ADITYA BIRLA SUN LIFE PHARMA &

  • Torrent Pharmaceuticals Limited5.20%
  • Abbott India Limited4.02%
  • IPCA Laboratories Limited3.94%

Unique to Kotak Healthcare

  • Ami Organics Ltd4.00%
  • PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
46.1% (15)
Healthcare Services
8.3% (3)
Insurance
0.3% (1)

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