Kotak Healthcare Fund vs PGIM INDIA HEALTHCARE FUND
Kotak vs PGIM· Portfolio Overlap Analysis
48.4%High Overlap
13 common stocksRank #11785 / 20,000
Investor takeaway: At 48.4% 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)
| Stock | Wt% in Kotak Healthcare | Wt% in PGIM INDIA HEALTHCARE | Overlap |
|---|---|---|---|
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 12.53% | 11.69% | 11.69% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals and Biotechnology | 6.81% | 6.39% | 6.39% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 5.94% | 10.34% | 5.94% |
Max Healthcare Institute Ltd. Healthcare Services | 7.31% | 5.81% | 5.81% |
KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. Healthcare Services | 3.07% | 4.35% | 3.07% |
SAI LIFE SCIENCES LIMITED Pharmaceuticals and Biotechnology | 2.98% | 2.98% | 2.98% |
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology | 2.78% | 4.94% | 2.78% |
ANTHEM BIOSCIENCES LTD Pharmaceuticals and Biotechnology | 2.46% | 2.08% | 2.08% |
Dr.Reddy's Laboratories Ltd. Pharmaceuticals and Biotechnology | 1.86% | 6.09% | 1.86% |
MANKIND PHARMA LTD Pharmaceuticals and Biotechnology | 1.85% | 5.01% | 1.85% |
RUBICON RESEARCH LIMITED Pharmaceuticals and Biotechnology | 1.66% | 5.29% | 1.66% |
Cipla Ltd. Pharmaceuticals and Biotechnology | 4.17% | 1.62% | 1.62% |
ORCHID PHARMA LIMITED Pharmaceuticals and Biotechnology | 1.28% | 0.69% | 0.69% |
Unique to Kotak Healthcare
- Fortis Healthcare India Ltd5.05%
- Lupin Ltd.4.51%
- Ami Organics Ltd4.00%
- PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%
- Apollo Hospitals Enterprise Ltd.3.22%
Unique to PGIM INDIA HEALTHCARE
- Aster DM Healthcare Ltd.7.07%
Sector Overlap Breakdown
Pharmaceuticals and Biotechnology39.5% (11)
Healthcare Services8.9% (2)
More comparisons for Kotak Healthcare
- vs Mirae Asset Healthcare62.0% · 18 stocks
- vs Motilal Oswal BSE Healthcare E60.1% · 27 stocks
- vs Mirae Asset Nifty 500 Healthca59.0% · 21 stocks
- vs NIPPON INDIA PHARMA55.2% · 17 stocks
- vs ADITYA BIRLA SUN LIFE NIFTY HE55.1% · 13 stocks
More comparisons for PGIM INDIA HEALTHCARE
- vs TATA INDIA PHARMA & HEALTHCARE50.9% · 16 stocks
- vs Mirae Asset Healthcare49.0% · 14 stocks
- vs Mirae Asset Nifty 500 Healthca46.1% · 17 stocks
- vs NIPPON INDIA PHARMA45.9% · 12 stocks
- vs SBI Healthcare Opportunities45.9% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.