Baroda BNP Paribas Health and Wellness Fund vs SBI Healthcare Opportunities Fund
Baroda BNP vs SBI· Portfolio Overlap Analysis
51.0%High Overlap
17 common stocksRank #9111 / 20,000
Investor takeaway: At 51.0% 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 (17)
| Stock | Wt% in Baroda BNP Paribas Health and | Wt% in SBI Healthcare Opportunities | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 9.23% | 10.65% | 9.23% |
Max Healthcare Institute Limited Healthcare Services | 6.38% | 4.82% | 4.82% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 4.99% | 4.25% | 4.25% |
Lupin Limited Pharmaceuticals & Biotechnology | 5.71% | 4.23% | 4.23% |
Apollo Hospitals Enterprise Limited Healthcare Services | 4.15% | 5.76% | 4.15% |
Aster DM Healthcare Limited Healthcare Services | 5.22% | 3.85% | 3.85% |
Laurus Labs Limited Pharmaceuticals & Biotechnology | 4.09% | 3.48% | 3.48% |
Fortis Healthcare Limited Healthcare Services | 4.59% | 3.24% | 3.24% |
Gland Pharma Limited Pharmaceuticals & Biotechnology | 3.09% | 2.68% | 2.68% |
Abbott India Limited Pharmaceuticals & Biotechnology | 4.60% | 1.95% | 1.95% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 1.92% | 7.55% | 1.92% |
Ajanta Pharma Limited Pharmaceuticals & Biotechnology | 2.25% | 1.84% | 1.84% |
Acutaas Chemicals Limited Pharmaceuticals & Biotechnology | 1.34% | 4.77% | 1.34% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.19% | 2.98% | 1.19% |
Nephrocare Health Services Ltd Healthcare Services | 1.31% | 1.17% | 1.17% |
Jupiter Life Line Hospitals Limited Healthcare Services | 1.01% | 2.79% | 1.01% |
MedPlus Health Services Limited Retailing | 1.39% | 0.62% | 0.62% |
Unique to Baroda BNP Paribas Health and
- AstraZeneca Pharma India Limited4.07%
Unique to SBI Healthcare Opportunities
- Biocon Ltd.3.59%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology32.1% (10)
Healthcare Services18.2% (6)
Retailing0.6% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.