PGIM INDIA HEALTHCARE FUND vs TATA INDIA PHARMA & HEALTHCARE FUND
PGIM vs Tata· Portfolio Overlap Analysis
50.9%High Overlap
16 common stocksRank #9169 / 20,000
Investor takeaway: At 50.9% 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 (16)
| Stock | Wt% in PGIM INDIA HEALTHCARE | Wt% in TATA INDIA PHARMA & HEALTHCARE | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 11.69% | 9.66% | 9.66% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 10.34% | 5.94% | 5.94% |
Max Healthcare Institute Ltd. Healthcare Services | 5.81% | 6.78% | 5.81% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 5.01% | 3.40% | 3.40% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 6.39% | 3.21% | 3.21% |
Abbott India Ltd. Pharmaceuticals & Biotechnology | 3.18% | 5.60% | 3.18% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 6.09% | 3.04% | 3.04% |
Sai Life Sciences Ltd Pharmaceuticals & Biotechnology | 2.98% | 3.25% | 2.98% |
Dr. Lal Path Labs Ltd. Healthcare Services | 2.83% | 2.71% | 2.71% |
Krishna Inst of Medical Sciences Ltd. Healthcare Services | 4.35% | 2.64% | 2.64% |
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology | 4.94% | 2.06% | 2.06% |
Neuland Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.18% | 2.00% | 2.00% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 1.62% | 4.55% | 1.62% |
Global Health Ltd. Healthcare Services | 1.95% | 1.50% | 1.50% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.17% | 1.07% | 1.07% |
Dr Agarwal's Health Care Ltd. Healthcare Services | 0.46% | 0.07% | 0.07% |
Unique to PGIM INDIA HEALTHCARE
- Aster DM Healthcare Ltd.7.07%
- Rubicon Research Ltd.5.29%
Unique to TATA INDIA PHARMA & HEALTHCARE
- HEALTHCARE GLOBAL ENTERPRISES LTD.5.04%
- APOLLO HOSPITALS ENTERPRISE LTD.5.00%
- RAINBOW CHILDRENS MEDICARE LTD.3.83%
- BAYER CROPSCIENCE LTD.3.33%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology38.2% (11)
Healthcare Services12.7% (5)
More comparisons for PGIM INDIA HEALTHCARE
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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 Kotak Healthcare55.0% · 18 stocks
- vs Baroda BNP Paribas Health and 51.0% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.