ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND vs TATA INDIA PHARMA & HEALTHCARE FUND

ABSL vs Tata· Portfolio Overlap Analysis

50.7%High Overlap
21 common stocksRank #9351 / 20,000

Investor takeaway: At 50.7% 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 (21)

StockWt% in ADITYA BIRLA SUN LIFE PHARMA &Wt% in TATA INDIA PHARMA & HEALTHCAREOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
13.34%9.66%9.66%
Apollo Hospitals Enterprise Limited
Healthcare Services
7.78%5.00%5.00%
Abbott India Limited
Pharmaceuticals & Biotechnology
4.02%5.60%4.02%
Cipla Limited
Pharmaceuticals & Biotechnology
3.59%4.55%3.59%
Fortis Healthcare Limited
Healthcare Services
4.17%3.27%3.27%
J.B. Chemicals & Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.99%3.21%3.21%
Lupin Limited
Pharmaceuticals & Biotechnology
4.21%3.08%3.08%
Mankind Pharma Ltd
Pharmaceuticals & Biotechnology
2.65%3.40%2.65%
SAI Life Sciences Ltd
Pharmaceuticals & Biotechnology
2.16%3.25%2.16%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
2.31%2.15%2.15%
Ajanta Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.53%2.06%2.06%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.95%5.94%1.95%
METROPOLIS HEALTHCARE LIMITED
Healthcare Services
1.50%3.13%1.50%
Dr. Reddys Laboratories Limited
Pharmaceuticals & Biotechnology
1.49%3.04%1.49%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
5.20%1.07%1.07%
CORONA Remedies Ltd
Pharmaceuticals & Biotechnology
2.17%0.99%0.99%
GlaxoSmithKline Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.99%1.82%0.99%
Vijaya Diagnostic Centre Limited
Healthcare Services
0.92%1.55%0.92%
Max Healthcare Institute Limited
Healthcare Services
0.90%6.78%0.90%
Jubilant Pharmova Ltd
Pharmaceuticals & Biotechnology
1.19%0.07%0.07%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
3.94%0.00%0.00%

Unique to ADITYA BIRLA SUN LIFE PHARMA &

  • Aurobindo Pharma Limited4.16%

Unique to TATA INDIA PHARMA & HEALTHCARE

  • HEALTHCARE GLOBAL ENTERPRISES LTD.5.04%
  • RAINBOW CHILDRENS MEDICARE LTD.3.83%
  • BAYER CROPSCIENCE LTD.3.33%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
39.1% (16)
Healthcare Services
11.6% (5)

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