LIC MF HEALTHCARE FUND vs Mirae Asset Healthcare Fund

LIC vs Mirae· Portfolio Overlap Analysis

51.0%High Overlap
14 common stocksRank #9062 / 20,000

Investor takeaway: At 51.0% 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 (14)

StockWt% in LIC MF HEALTHCAREWt% in Mirae Asset HealthcareOverlap
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
11.09%11.77%11.09%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
6.87%6.38%6.38%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
4.81%8.16%4.81%
Fortis Healthcare Ltd.
Healthcare Services
4.94%4.29%4.29%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
4.65%3.92%3.92%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.44%3.24%3.24%
Cipla Ltd.
Pharmaceuticals & Biotechnology
3.21%4.83%3.21%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
3.12%6.93%3.12%
IPCA Laboratories Ltd.
Pharmaceuticals & Biotechnology
3.09%3.18%3.09%
Onesource Specialty Pharma Ltd.
Pharmaceuticals & Biotechnology
3.63%2.43%2.43%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
3.12%1.87%1.87%
Mankind Pharma Ltd.
Pharmaceuticals & Biotechnology
2.35%1.81%1.81%
Anthem Biosciences Ltd.
Pharmaceuticals & Biotechnology
2.16%1.30%1.30%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
6.93%0.49%0.49%

Unique to LIC MF HEALTHCARE

  • Piramal Pharma Ltd.4.30%
  • Neuland Laboratories Ltd.4.04%

Unique to Mirae Asset Healthcare

  • JB Chemicals & Pharmaceuticals Ltd.6.63%
  • Lupin Ltd.5.15%
  • Dr. Reddy's Laboratories Ltd.4.28%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
40.4% (12)
Healthcare Services
10.7% (2)

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