Baroda BNP Paribas Health and Wellness Fund vs Mirae Asset Healthcare Fund
Baroda BNP vs Mirae· Portfolio Overlap Analysis
48.1%High Overlap
15 common stocksRank #12058 / 20,000
Investor takeaway: At 48.1% 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 (15)
| Stock | Wt% in Baroda BNP Paribas Health and | Wt% in Mirae Asset Healthcare | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 9.23% | 11.77% | 9.23% |
Lupin Limited Pharmaceuticals & Biotechnology | 5.71% | 5.15% | 5.15% |
Fortis Healthcare Limited Healthcare Services | 4.59% | 4.29% | 4.29% |
Apollo Hospitals Enterprise Limited Healthcare Services | 4.15% | 6.38% | 4.15% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 3.64% | 6.63% | 3.64% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 4.09% | 3.56% | 3.56% |
Aster DM Healthcare Limited Healthcare Services | 5.22% | 3.33% | 3.33% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 3.95% | 3.18% | 3.18% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 2.28% | 4.28% | 2.28% |
Cipla Limited Pharmaceuticals & Biotechnology | 2.15% | 4.83% | 2.15% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.92% | 8.16% | 1.92% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 3.09% | 1.87% | 1.87% |
Dr. Lal Path Labs Limited Healthcare Services | 2.48% | 1.71% | 1.71% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.19% | 1.81% | 1.19% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.99% | 0.49% | 0.49% |
Unique to Baroda BNP Paribas Health and
- Max Healthcare Institute Limited6.38%
- Abbott India Limited4.60%
- AstraZeneca Pharma India Limited4.07%
Unique to Mirae Asset Healthcare
- Glenmark Pharmaceuticals Ltd.6.93%
- Aurobindo Pharma Ltd.3.92%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology34.7% (11)
Healthcare Services13.5% (4)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.