PGIM INDIA HEALTHCARE FUND vs SBI Healthcare Opportunities Fund

PGIM vs SBI· Portfolio Overlap Analysis

45.9%High Overlap
12 common stocksRank #14740 / 20,000

Investor takeaway: At 45.9% 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 (12)

StockWt% in PGIM INDIA HEALTHCAREWt% in SBI Healthcare OpportunitiesOverlap
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
11.69%10.65%10.65%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
10.34%7.55%7.55%
Max Healthcare Institute Ltd.
Healthcare Services
5.81%4.82%4.82%
Aster DM Healthcare Ltd.
Healthcare Services
7.07%3.85%3.85%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
3.17%4.25%3.17%
Mankind Pharma Ltd.
Pharmaceuticals & Biotechnology
5.01%2.98%2.98%
Krishna Inst of Medical Sciences Ltd.
Healthcare Services
4.35%2.92%2.92%
Jupiter Life Line Hospitals Ltd.
Healthcare Services
2.12%2.79%2.12%
Anthem Biosciences Ltd.
Pharmaceuticals & Biotechnology
2.08%2.68%2.08%
Sai Life Sciences Ltd
Pharmaceuticals & Biotechnology
2.98%1.96%1.96%
Abbott India Ltd.
Pharmaceuticals & Biotechnology
3.18%1.95%1.95%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
4.94%1.84%1.84%

Unique to PGIM INDIA HEALTHCARE

  • JB Chemicals & Pharmaceuticals Ltd.6.39%
  • Dr. Reddy's Laboratories Ltd.6.09%
  • Rubicon Research Ltd.5.29%

Unique to SBI Healthcare Opportunities

  • Apollo Hospitals Enterprise Ltd.5.76%
  • Acutaas Chemicals Ltd.4.77%
  • Lupin Ltd.4.23%
  • Biocon Ltd.3.59%
  • Laurus Labs Ltd.3.48%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
32.2% (8)
Healthcare Services
13.7% (4)

More comparisons for PGIM INDIA HEALTHCARE

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