Kotak Healthcare Fund vs LIC MF HEALTHCARE FUND

Kotak vs LIC· Portfolio Overlap Analysis

45.0%High Overlap
13 common stocksRank #15991 / 20,000

Investor takeaway: At 45.0% 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 (13)

StockWt% in Kotak HealthcareWt% in LIC MF HEALTHCAREOverlap
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
12.53%11.09%11.09%
Fortis Healthcare India Ltd
Healthcare Services
5.05%4.94%4.94%
Divis Laboratories Ltd.
Pharmaceuticals and Biotechnology
5.94%4.81%4.81%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
3.22%6.87%3.22%
Cipla Ltd.
Pharmaceuticals and Biotechnology
4.17%3.21%3.21%
Gland Pharma Limited
Pharmaceuticals and Biotechnology
2.58%3.12%2.58%
Alkem Laboratories Ltd.
Pharmaceuticals and Biotechnology
2.56%3.44%2.56%
Aurobindo Pharma Ltd.
Pharmaceuticals and Biotechnology
2.54%4.65%2.54%
Max Healthcare Institute Ltd.
Healthcare Services
7.31%2.23%2.23%
Glenmark Pharmaceuticals Ltd
Pharmaceuticals and Biotechnology
2.20%3.12%2.20%
ANTHEM BIOSCIENCES LTD
Pharmaceuticals and Biotechnology
2.46%2.16%2.16%
MANKIND PHARMA LTD
Pharmaceuticals and Biotechnology
1.85%2.35%1.85%
Ami Organics Ltd
Pharmaceuticals and Biotechnology
4.00%1.65%1.65%

Unique to Kotak Healthcare

  • JB Chemicals & Pharmaceuticals Ltd.6.81%
  • Lupin Ltd.4.51%
  • PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%

Unique to LIC MF HEALTHCARE

  • Torrent Pharmaceuticals Ltd.6.93%
  • Piramal Pharma Ltd.4.30%
  • Neuland Laboratories Ltd.4.04%
  • Onesource Specialty Pharma Ltd.3.63%

Sector Overlap Breakdown

Pharmaceuticals and Biotechnology
34.6% (10)
Healthcare Services
10.4% (3)

More comparisons for Kotak Healthcare

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