Kotak Healthcare Fund vs TATA INDIA PHARMA & HEALTHCARE FUND
Kotak vs Tata· Portfolio Overlap Analysis
55.0%High Overlap
18 common stocksRank #6883 / 20,000
Investor takeaway: At 55.0% 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 (18)
| Stock | Wt% in Kotak Healthcare | Wt% in TATA INDIA PHARMA & HEALTHCARE | Overlap |
|---|---|---|---|
SUN PHARMACEUTICAL INDUSTRIES LTD. Pharmaceuticals and Biotechnology | 12.53% | 9.66% | 9.66% |
Max Healthcare Institute Ltd. Healthcare Services | 7.31% | 6.78% | 6.78% |
Divis Laboratories Ltd. Pharmaceuticals and Biotechnology | 5.94% | 5.94% | 5.94% |
Cipla Ltd. Pharmaceuticals and Biotechnology | 4.17% | 4.55% | 4.17% |
Fortis Healthcare India Ltd Healthcare Services | 5.05% | 3.27% | 3.27% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 3.22% | 5.00% | 3.22% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals and Biotechnology | 6.81% | 3.21% | 3.21% |
Lupin Ltd. Pharmaceuticals and Biotechnology | 4.51% | 3.08% | 3.08% |
SAI LIFE SCIENCES LIMITED Pharmaceuticals and Biotechnology | 2.98% | 3.25% | 2.98% |
KRISHNA INSTITUTE OF MEDICAL SCIENCES LTD. Healthcare Services | 3.07% | 2.64% | 2.64% |
Alkem Laboratories Ltd. Pharmaceuticals and Biotechnology | 2.56% | 2.15% | 2.15% |
Ajanta Pharma Ltd. Pharmaceuticals and Biotechnology | 2.78% | 2.06% | 2.06% |
Dr.Reddy's Laboratories Ltd. Pharmaceuticals and Biotechnology | 1.86% | 3.04% | 1.86% |
MANKIND PHARMA LTD Pharmaceuticals and Biotechnology | 1.85% | 3.40% | 1.85% |
RAINBOW CHILDRENS MEDICARE LTD Healthcare Services | 1.10% | 3.83% | 1.10% |
CORONA REMEDIES LIMITED Pharmaceuticals and Biotechnology | 1.91% | 0.99% | 0.99% |
JUBILANT PHARMOVA LIMITED Pharmaceuticals and Biotechnology | 2.50% | 0.07% | 0.07% |
LAXMI DENTAL LIMITED Healthcare Equipment and Supplies | 1.19% | 0.02% | 0.02% |
Unique to Kotak Healthcare
- Ami Organics Ltd4.00%
- PARK MEDI WORLD LIMITED (PARK HOSPITAL)3.23%
Unique to TATA INDIA PHARMA & HEALTHCARE
- ABBOTT INDIA LTD.5.60%
- HEALTHCARE GLOBAL ENTERPRISES LTD.5.04%
- BAYER CROPSCIENCE LTD.3.33%
Sector Overlap Breakdown
Pharmaceuticals and Biotechnology38.0% (12)
Healthcare Services17.0% (5)
Healthcare Equipment and Supplies0.0% (1)
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 TATA INDIA PHARMA & HEALTHCARE
- vs Mirae Asset Nifty 500 Healthca58.6% · 27 stocks
- vs NIPPON INDIA PHARMA58.2% · 20 stocks
- vs Motilal Oswal BSE Healthcare E56.7% · 32 stocks
- vs Baroda BNP Paribas Health and 51.0% · 17 stocks
- vs PGIM INDIA HEALTHCARE50.9% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.