ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND vs Motilal Oswal BSE Healthcare ETF
ABSL vs Motilal· Portfolio Overlap Analysis
58.0%High Overlap
33 common stocksRank #5897 / 20,000
Investor takeaway: At 58.0% 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 (33)
| Stock | Wt% in ADITYA BIRLA SUN LIFE PHARMA & | Wt% in Motilal Oswal BSE Healthcare E | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 13.34% | 13.46% | 13.34% |
Apollo Hospitals Enterprise Limited Healthcare Services | 7.78% | 5.86% | 5.86% |
Lupin Limited Pharmaceuticals & Biotechnology | 4.21% | 4.09% | 4.09% |
Fortis Healthcare Limited Healthcare Services | 4.17% | 3.60% | 3.60% |
Cipla Limited Pharmaceuticals & Biotechnology | 3.59% | 5.59% | 3.59% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 5.20% | 3.34% | 3.34% |
Aurobindo Pharma Limited Pharmaceuticals & Biotechnology | 4.16% | 2.50% | 2.50% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 2.31% | 2.42% | 2.31% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.95% | 5.99% | 1.95% |
Mankind Pharma Ltd Pharmaceuticals & Biotechnology | 2.65% | 1.84% | 1.84% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 3.94% | 1.57% | 1.57% |
Dr. Reddys Laboratories Limited Pharmaceuticals & Biotechnology | 1.49% | 5.75% | 1.49% |
Biocon Limited Pharmaceuticals & Biotechnology | 1.24% | 2.04% | 1.24% |
J.B. Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.99% | 1.23% | 1.23% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 1.07% | 1.06% | 1.06% |
Abbott India Limited Pharmaceuticals & Biotechnology | 4.02% | 1.03% | 1.03% |
SAI Life Sciences Ltd Pharmaceuticals & Biotechnology | 2.16% | 1.00% | 1.00% |
Ajanta Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.53% | 0.93% | 0.93% |
Max Healthcare Institute Limited Healthcare Services | 0.90% | 5.92% | 0.90% |
GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.99% | 0.77% | 0.77% |
Piramal Pharma Ltd Pharmaceuticals & Biotechnology | 1.06% | 0.70% | 0.70% |
Pfizer Limited Pharmaceuticals & Biotechnology | 1.08% | 0.56% | 0.56% |
Jubilant Pharmova Ltd Pharmaceuticals & Biotechnology | 1.19% | 0.51% | 0.51% |
METROPOLIS HEALTHCARE LIMITED Healthcare Services | 1.50% | 0.36% | 0.36% |
Vijaya Diagnostic Centre Limited Healthcare Services | 0.92% | 0.36% | 0.36% |
Jupiter Life Line Hospitals Ltd Healthcare Services | 1.94% | 0.34% | 0.34% |
Emcure Pharmaceuticals Ltd Pharmaceuticals & Biotechnology | 3.03% | 0.32% | 0.32% |
Procter & Gamble Health Limited Pharmaceuticals & Biotechnology | 1.46% | 0.29% | 0.29% |
ALEMBIC PHARMACEUTICALS LIMITED Pharmaceuticals & Biotechnology | 1.34% | 0.29% | 0.29% |
Shilpa Medicare Ltd Pharmaceuticals & Biotechnology | 2.20% | 0.27% | 0.27% |
SANOFI CONSUMER HEALTHCARE Pharmaceuticals & Biotechnology | 1.24% | 0.22% | 0.22% |
Thyrocare Technologies Limited Healthcare Services | 1.63% | 0.13% | 0.13% |
Suraksha Diagnostic Ltd Healthcare Services | 1.06% | 0.04% | 0.04% |
Unique to ADITYA BIRLA SUN LIFE PHARMA &
All top holdings are shared with the other fund.
Unique to Motilal Oswal BSE Healthcare E
- Laurus Labs Limited3.06%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology46.4% (25)
Healthcare Services11.6% (8)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.