HDFC Pharma and Healthcare Fund vs TATA INDIA PHARMA & HEALTHCARE FUND
HDFC vs Tata· Portfolio Overlap Analysis
44.1%High Overlap
17 common stocksRank #17394 / 20,000
Investor takeaway: At 44.1% 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 (17)
| Stock | Wt% in HDFC Pharma and Healthcare | Wt% in TATA INDIA PHARMA & HEALTHCARE | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 9.81% | 9.66% | 9.66% |
Max Healthcare Institute Limited Healthcare Services | 6.36% | 6.78% | 6.36% |
Divis Laboratories Ltd. Pharmaceuticals & Biotechnology | 8.38% | 5.94% | 5.94% |
Fortis Healthcare Limited Healthcare Services | 4.02% | 3.27% | 3.27% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 6.44% | 3.08% | 3.08% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 3.61% | 2.64% | 2.64% |
Metropolis Healthcare Ltd. Healthcare Services | 2.53% | 3.13% | 2.53% |
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology | 6.21% | 2.15% | 2.15% |
Sai Life Sciences Limited Pharmaceuticals & Biotechnology | 2.09% | 3.25% | 2.09% |
Dr. Lal Path Labs Ltd Healthcare Services | 1.63% | 2.71% | 1.63% |
Vijaya Diagnostic Centre Limited Healthcare Services | 2.30% | 1.55% | 1.55% |
Global Health Limited Healthcare Services | 1.84% | 1.50% | 1.50% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 2.34% | 1.07% | 1.07% |
CORONA REMEDIES LIMITED Pharmaceuticals & Biotechnology | 0.55% | 0.99% | 0.55% |
Jubilant Pharmova Limited Pharmaceuticals & Biotechnology | 1.35% | 0.07% | 0.07% |
Laxmi Dental Limited Healthcare Equipment & Supplies | 0.61% | 0.02% | 0.02% |
Ipca Laboratories Ltd. Pharmaceuticals & Biotechnology | 4.80% | 0.00% | 0.00% |
Unique to HDFC Pharma and Healthcare
- Glenmark Pharmaceuticals Ltd.6.62%
- Aster DM Healthcare Limited5.42%
- Anthem Biosciences Limited4.46%
Unique to TATA INDIA PHARMA & HEALTHCARE
- ABBOTT INDIA LTD.5.60%
- HEALTHCARE GLOBAL ENTERPRISES LTD.5.04%
- APOLLO HOSPITALS ENTERPRISE LTD.5.00%
- CIPLA LTD.4.55%
- RAINBOW CHILDRENS MEDICARE LTD.3.83%
- MANKIND PHARMA LTD3.40%
- BAYER CROPSCIENCE LTD.3.33%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology24.6% (9)
Healthcare Services19.5% (7)
Healthcare Equipment & Supplies0.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.