Motilal Oswal BSE Healthcare ETF vs TATA INDIA PHARMA & HEALTHCARE FUND
Motilal vs Tata· Portfolio Overlap Analysis
56.7%High Overlap
32 common stocksRank #6136 / 20,000
Investor takeaway: At 56.7% 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 (32)
| Stock | Wt% in Motilal Oswal BSE Healthcare E | Wt% in TATA INDIA PHARMA & HEALTHCARE | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 13.46% | 9.66% | 9.66% |
Divi's Laboratories Limited Pharmaceuticals & Biotechnology | 5.99% | 5.94% | 5.94% |
Max Healthcare Institute Limited Healthcare Services | 5.92% | 6.78% | 5.92% |
Apollo Hospitals Enterprise Limited Healthcare Services | 5.86% | 5.00% | 5.00% |
Cipla Limited Pharmaceuticals & Biotechnology | 5.59% | 4.55% | 4.55% |
Fortis Healthcare Limited Healthcare Services | 3.60% | 3.27% | 3.27% |
Lupin Limited Pharmaceuticals & Biotechnology | 4.09% | 3.08% | 3.08% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 5.75% | 3.04% | 3.04% |
Alkem Laboratories Limited Pharmaceuticals & Biotechnology | 2.42% | 2.15% | 2.15% |
Mankind Pharma Limited Pharmaceuticals & Biotechnology | 1.84% | 3.40% | 1.84% |
Krishna Institute Of Medical Sciences Limited Healthcare Services | 1.36% | 2.64% | 1.36% |
JB Chemicals & Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 1.23% | 3.21% | 1.23% |
Torrent Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 3.34% | 1.07% | 1.07% |
Abbott India Limited Pharmaceuticals & Biotechnology | 1.03% | 5.60% | 1.03% |
Sai Life Sciences Limited Pharmaceuticals & Biotechnology | 1.00% | 3.25% | 1.00% |
Ajanta Pharma Limited Pharmaceuticals & Biotechnology | 0.93% | 2.06% | 0.93% |
Neuland Laboratories Limited Pharmaceuticals & Biotechnology | 0.81% | 2.00% | 0.81% |
Dr. Lal Path Labs Limited Healthcare Services | 0.79% | 2.71% | 0.79% |
GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology | 0.77% | 1.82% | 0.77% |
Global Health Limited Healthcare Services | 0.70% | 1.50% | 0.70% |
Syngene International Limited Healthcare Services | 0.59% | 2.39% | 0.59% |
Rainbow Childrens Medicare Limited Healthcare Services | 0.43% | 3.83% | 0.43% |
Metropolis Healthcare Limited Healthcare Services | 0.36% | 3.13% | 0.36% |
Vijaya Diagnostic Centre Limited Healthcare Services | 0.36% | 1.55% | 0.36% |
Sanofi India Limited Pharmaceuticals & Biotechnology | 0.26% | 1.99% | 0.26% |
Healthcare Global Enterprises Limited Healthcare Services | 0.21% | 5.04% | 0.21% |
FDC Limited Pharmaceuticals & Biotechnology | 0.13% | 1.82% | 0.13% |
Jubilant Pharmova Limited Pharmaceuticals & Biotechnology | 0.51% | 0.07% | 0.07% |
Dr Agarwals Health Care Limited Healthcare Services | 0.46% | 0.07% | 0.07% |
Hikal Limited Pharmaceuticals & Biotechnology | 0.05% | 0.60% | 0.05% |
Laxmi Dental Limited Healthcare Equipment & Supplies | 0.03% | 0.02% | 0.02% |
IPCA Laboratories Limited Pharmaceuticals & Biotechnology | 1.57% | 0.00% | 0.00% |
Unique to Motilal Oswal BSE Healthcare E
- Laurus Labs Limited3.06%
Unique to TATA INDIA PHARMA & HEALTHCARE
- BAYER CROPSCIENCE LTD.3.33%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology37.6% (19)
Healthcare Services19.1% (12)
Healthcare Equipment & Supplies0.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.