Kotak Healthcare Fund vs SBI Healthcare Opportunities Fund
Kotak vs SBI· Portfolio Overlap Analysis
52.7%High Overlap
15 common stocksRank #7775 / 20,000
Investor takeaway: At 52.7% 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 (15)
| Stock | Wt% in Kotak Healthcare | Wt% in SBI Healthcare Opportunities | Overlap |
|---|---|---|---|
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 12.53% | 10.65% | 10.65% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 5.94% | 7.55% | 5.94% |
Max Healthcare Institute Ltd. Healthcare Services | 7.31% | 4.82% | 4.82% |
Lupin Ltd. Pharmaceuticals and Biotechnology | 4.51% | 4.23% | 4.23% |
Ami Organics Ltd Pharmaceuticals and Biotechnology | 4.00% | 4.77% | 4.00% |
Fortis Healthcare India Ltd Healthcare Services | 5.05% | 3.24% | 3.24% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 3.22% | 5.76% | 3.22% |
KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. Healthcare Services | 3.07% | 2.92% | 2.92% |
Gland Pharma Limited Pharmaceuticals and Biotechnology | 2.58% | 2.68% | 2.58% |
Alkem Laboratories Ltd. Pharmaceuticals and Biotechnology | 2.56% | 2.77% | 2.56% |
ANTHEM BIOSCIENCES LTD Pharmaceuticals and Biotechnology | 2.46% | 2.68% | 2.46% |
SAI LIFE SCIENCES LIMITED Pharmaceuticals and Biotechnology | 2.98% | 1.96% | 1.96% |
MANKIND PHARMA LTD Pharmaceuticals and Biotechnology | 1.85% | 2.98% | 1.85% |
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology | 2.78% | 1.84% | 1.84% |
CORONA REMEDIES LIMITED Pharmaceuticals and Biotechnology | 1.91% | 0.39% | 0.39% |
Unique to Kotak Healthcare
- JB Chemicals & Pharmaceuticals Ltd.6.81%
- Cipla Ltd.4.17%
- PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%
Unique to SBI Healthcare Opportunities
- Torrent Pharmaceuticals Ltd.4.25%
- Aster DM Healthcare Ltd.3.85%
- Biocon Ltd.3.59%
- Laurus Labs Ltd.3.48%
Sector Overlap Breakdown
Pharmaceuticals and Biotechnology38.5% (11)
Healthcare Services14.2% (4)
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 SBI Healthcare Opportunities
- vs Mirae Asset Nifty 500 Healthca58.6% · 22 stocks
- vs Motilal Oswal BSE Healthcare E56.9% · 26 stocks
- vs HDFC Pharma and Healthcare54.8% · 16 stocks
- vs Mirae Asset Healthcare53.8% · 17 stocks
- vs DSP Nifty Healthcare ETF53.5% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.