Axis NIFTY Healthcare ETF vs LIC MF HEALTHCARE FUND

Axis vs LIC· Portfolio Overlap Analysis

54.3%High Overlap
14 common stocksRank #7151 / 20,000

Investor takeaway: At 54.3% 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 (14)

StockWt% in Axis NIFTY Healthcare ETFWt% in LIC MF HEALTHCAREOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
18.35%11.09%11.09%
Apollo Hospitals Enterprise Limited
Healthcare Services
8.03%6.87%6.87%
Fortis Healthcare Limited
Healthcare Services
4.90%4.94%4.90%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
8.12%4.81%4.81%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.52%6.93%4.52%
Aurobindo Pharma Limited
Pharmaceuticals & Biotechnology
3.40%4.65%3.40%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
3.29%3.44%3.29%
Cipla Limited
Pharmaceuticals & Biotechnology
7.56%3.21%3.21%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
3.21%3.12%3.12%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
2.53%2.35%2.35%
Max Healthcare Institute Limited
Healthcare Services
8.10%2.23%2.23%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
2.12%3.09%2.12%
Abbott India Limited
Pharmaceuticals & Biotechnology
1.39%3.13%1.39%
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
0.97%4.30%0.97%

Unique to Axis NIFTY Healthcare ETF

  • Dr. Reddy's Laboratories Limited7.82%
  • Lupin Limited5.56%
  • Laurus Labs Limited4.17%

Unique to LIC MF HEALTHCARE

  • Neuland Laboratories Ltd.4.04%
  • Onesource Specialty Pharma Ltd.3.63%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
40.3% (11)
Healthcare Services
14.0% (3)

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