Axis NIFTY Healthcare ETF vs Kotak Healthcare Fund

Axis vs Kotak· Portfolio Overlap Analysis

55.1%High Overlap
13 common stocksRank #6858 / 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 (13)

StockWt% in Axis NIFTY Healthcare ETFWt% in Kotak HealthcareOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
18.35%12.53%12.53%
Max Healthcare Institute Limited
Healthcare Services
8.10%7.31%7.31%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
8.12%5.94%5.94%
Fortis Healthcare Limited
Healthcare Services
4.90%5.05%4.90%
Lupin Limited
Pharmaceuticals & Biotechnology
5.56%4.51%4.51%
Cipla Limited
Pharmaceuticals & Biotechnology
7.56%4.17%4.17%
Apollo Hospitals Enterprise Limited
Healthcare Services
8.03%3.22%3.22%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
3.29%2.56%2.56%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
3.40%2.54%2.54%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
3.21%2.20%2.20%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
7.82%1.86%1.86%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
2.53%1.85%1.85%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
2.30%1.52%1.52%

Unique to Axis NIFTY Healthcare ETF

  • Torrent Pharmaceuticals Limited4.52%
  • Laurus Labs Limited4.17%

Unique to Kotak Healthcare

  • JB Chemicals & Pharmaceuticals Ltd.6.81%
  • Ami Organics Ltd4.00%
  • PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
39.7% (10)
Healthcare Services
15.4% (3)

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