Kotak Healthcare Fund vs Mirae Asset Nifty 500 Healthcare ETF

Kotak vs Mirae· Portfolio Overlap Analysis

59.0%High Overlap
21 common stocksRank #5408 / 20,000

Investor takeaway: At 59.0% 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 (21)

StockWt% in Kotak HealthcareWt% in Mirae Asset Nifty 500 HealthcaOverlap
SUN PHARMACEUTICAL INDUSTRIES LTD.
Pharmaceuticals and Biotechnology
12.53%10.02%10.02%
Max Healthcare Institute Ltd.
Healthcare Services
7.31%6.78%6.78%
Divis Laboratories Ltd.
Pharmaceuticals and Biotechnology
5.94%6.80%5.94%
Lupin Ltd.
Pharmaceuticals and Biotechnology
4.51%4.66%4.51%
Cipla Ltd.
Pharmaceuticals and Biotechnology
4.17%6.33%4.17%
Fortis Healthcare India Ltd
Healthcare Services
5.05%4.10%4.10%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
3.22%6.72%3.22%
Alkem Laboratories Ltd.
Pharmaceuticals and Biotechnology
2.56%2.75%2.56%
Aurobindo Pharma Ltd.
Pharmaceuticals and Biotechnology
2.54%2.85%2.54%
Glenmark Pharmaceuticals Ltd
Pharmaceuticals and Biotechnology
2.20%2.69%2.20%
Dr.Reddy's Laboratories Ltd.
Pharmaceuticals and Biotechnology
1.86%6.54%1.86%
MANKIND PHARMA LTD
Pharmaceuticals and Biotechnology
1.85%2.12%1.85%
KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD.
Healthcare Services
3.07%1.54%1.54%
Zydus Lifesciences Ltd.
Pharmaceuticals and Biotechnology
1.52%1.93%1.52%
JB Chemicals & Pharmaceuticals Ltd.
Pharmaceuticals and Biotechnology
6.81%1.40%1.40%
Gland Pharma Limited
Pharmaceuticals and Biotechnology
2.58%1.21%1.21%
SAI LIFE SCIENCES LIMITED
Pharmaceuticals and Biotechnology
2.98%1.14%1.14%
Ajanta Pharma Ltd.
Pharmaceuticals and Biotechnology
2.78%1.05%1.05%
JUBILANT PHARMOVA LIMITED
Pharmaceuticals and Biotechnology
2.50%0.58%0.58%
RAINBOW CHILDRENS MEDICARE LTD
Healthcare Services
1.10%0.50%0.50%
EMCURE PHARMACEUTICALS LIMITED
Pharmaceuticals and Biotechnology
1.50%0.36%0.36%

Unique to Kotak Healthcare

  • Ami Organics Ltd4.00%
  • PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%

Unique to Mirae Asset Nifty 500 Healthca

  • Torrent Pharmaceuticals Ltd.3.78%
  • Laurus Labs Ltd.3.49%

Sector Overlap Breakdown

Pharmaceuticals and Biotechnology
42.9% (16)
Healthcare Services
16.1% (5)

More comparisons for Kotak Healthcare

More comparisons for Mirae Asset Nifty 500 Healthca

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