HDFC Pharma and Healthcare Fund vs Kotak Healthcare Fund

HDFC vs Kotak· Portfolio Overlap Analysis

51.5%High Overlap
16 common stocksRank #8696 / 20,000

Investor takeaway: At 51.5% 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 (16)

StockWt% in HDFC Pharma and HealthcareWt% in Kotak HealthcareOverlap
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
9.81%12.53%9.81%
Max Healthcare Institute Limited
Healthcare Services
6.36%7.31%6.36%
Divis Laboratories Ltd.
Pharmaceuticals & Biotechnology
8.38%5.94%5.94%
Lupin Ltd.
Pharmaceuticals & Biotechnology
6.44%4.51%4.51%
Fortis Healthcare Limited
Healthcare Services
4.02%5.05%4.02%
Acutaas Chemicals Limited
Pharmaceuticals & Biotechnology
3.60%4.00%3.60%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
3.61%3.07%3.07%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
6.21%2.56%2.56%
Anthem Biosciences Limited
Pharmaceuticals & Biotechnology
4.46%2.46%2.46%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
6.62%2.20%2.20%
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
2.09%2.98%2.09%
Jubilant Pharmova Limited
Pharmaceuticals & Biotechnology
1.35%2.50%1.35%
Rubicon Research Limited
Pharmaceuticals & Biotechnology
1.22%1.66%1.22%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.12%2.58%1.12%
Laxmi Dental Limited
Healthcare Equipment & Supplies
0.61%1.19%0.61%
CORONA REMEDIES LIMITED
Pharmaceuticals & Biotechnology
0.55%1.91%0.55%

Unique to HDFC Pharma and Healthcare

  • Aster DM Healthcare Limited5.42%
  • Ipca Laboratories Ltd.4.80%

Unique to Kotak Healthcare

  • JB Chemicals & Pharmaceuticals Ltd.6.81%
  • Cipla Ltd.4.17%
  • PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%
  • Apollo Hospitals Enterprise Ltd.3.22%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
37.4% (12)
Healthcare Services
13.4% (3)
Healthcare Equipment & Supplies
0.6% (1)

More comparisons for HDFC Pharma and Healthcare

More comparisons for Kotak Healthcare

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