ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND vs Mirae Asset Healthcare Fund
ABSL vs Mirae· Portfolio Overlap Analysis
55.1%High Overlap
17 common stocksRank #6869 / 20,000
Investor takeaway: At 55.1% 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 (17)
| Stock | Wt% in ADITYA BIRLA SUN LIFE PHARMA & | Wt% in Mirae Asset Healthcare | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 13.34% | 11.77% | 11.77% |
Apollo Hospitals Enterprise Limited Healthcare Services | 7.78% | 6.38% | 6.38% |
J.B. Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.99% | 6.63% | 4.99% |
Lupin Limited Pharmaceuticals & Biotechnology | 4.21% | 5.15% | 4.21% |
Fortis Healthcare Limited Healthcare Services | 4.17% | 4.29% | 4.17% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 4.16% | 3.92% | 3.92% |
Cipla Limited Pharmaceuticals & Biotechnology | 3.59% | 4.83% | 3.59% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 3.94% | 3.18% | 3.18% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 2.31% | 3.24% | 2.31% |
SAI Life Sciences Ltd Pharmaceuticals & Biotechnology | 2.16% | 2.89% | 2.16% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 8.16% | 1.95% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 2.65% | 1.81% | 1.81% |
Dr. Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 1.49% | 4.28% | 1.49% |
Biocon Limited Pharmaceuticals & Biotechnology | 1.24% | 1.44% | 1.24% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 1.07% | 1.87% | 1.07% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 5.20% | 0.49% | 0.49% |
CORONA Remedies Ltd Pharmaceuticals & Biotechnology | 2.17% | 0.35% | 0.35% |
Unique to ADITYA BIRLA SUN LIFE PHARMA &
- Ajanta Pharmaceuticals Limited4.53%
- Abbott India Limited4.02%
Unique to Mirae Asset Healthcare
- Glenmark Pharmaceuticals Ltd.6.93%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology44.5% (15)
Healthcare Services10.6% (2)
More comparisons for ADITYA BIRLA SUN LIFE PHARMA &
- vs NIPPON INDIA PHARMA61.7% · 25 stocks
- vs Motilal Oswal BSE Healthcare E58.0% · 33 stocks
- vs Mirae Asset Nifty 500 Healthca57.3% · 27 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY HE55.9% · 16 stocks
- vs Axis NIFTY Healthcare ETF55.9% · 16 stocks
More comparisons for Mirae Asset Healthcare
- vs Mirae Asset Nifty 500 Healthca67.2% · 25 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY HE64.1% · 16 stocks
- vs ICICI Prudential Nifty Healthc64.1% · 16 stocks
- vs Axis NIFTY Healthcare ETF64.1% · 16 stocks
- vs DSP Nifty Healthcare ETF64.1% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.