DSP Nifty Healthcare ETF vs SBI Healthcare Opportunities Fund

DSP vs SBI· Portfolio Overlap Analysis

53.5%High Overlap
12 common stocksRank #7499 / 20,000

Investor takeaway: At 53.5% 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 (12)

StockWt% in DSP Nifty Healthcare ETFWt% in SBI Healthcare OpportunitiesOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
18.35%10.65%10.65%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
8.10%7.55%7.55%
Apollo Hospitals Enterprise Limited
Healthcare Services
8.01%5.76%5.76%
Max Healthcare Institute Limited
Healthcare Services
8.10%4.82%4.82%
Torrent Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
4.50%4.25%4.25%
Lupin Limited
Pharmaceuticals & Biotechnology
5.57%4.23%4.23%
Laurus Labs Limited
Pharmaceuticals & Biotechnology
4.17%3.48%3.48%
Fortis Healthcare Limited
Healthcare Services
4.90%3.24%3.24%
Biocon Limited
Pharmaceuticals & Biotechnology
2.78%3.59%2.78%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
3.28%2.77%2.77%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
2.54%2.98%2.54%
Abbott India Limited
Pharmaceuticals & Biotechnology
1.39%1.95%1.39%

Unique to DSP Nifty Healthcare ETF

  • Dr. Reddy's Laboratories Limited7.82%
  • Cipla Limited7.56%

Unique to SBI Healthcare Opportunities

  • Acutaas Chemicals Ltd.4.77%
  • Aster DM Healthcare Ltd.3.85%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
39.6% (9)
Healthcare Services
13.8% (3)

More comparisons for DSP Nifty Healthcare ETF

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