SBI Healthcare Opportunities Fund vs TATA INDIA PHARMA & HEALTHCARE FUND
SBI vs Tata· Portfolio Overlap Analysis
47.3%High Overlap
15 common stocksRank #12894 / 20,000
Investor takeaway: At 47.3% 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 (15)
| Stock | Wt% in SBI Healthcare Opportunities | Wt% in TATA INDIA PHARMA & HEALTHCARE | Overlap |
|---|---|---|---|
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 10.65% | 9.66% | 9.66% |
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 7.55% | 5.94% | 5.94% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 5.76% | 5.00% | 5.00% |
Max Healthcare Institute Ltd. Healthcare Services | 4.82% | 6.78% | 4.82% |
Fortis Healthcare Ltd. Healthcare Services | 3.24% | 3.27% | 3.24% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 4.23% | 3.08% | 3.08% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 2.98% | 3.40% | 2.98% |
Krishna Institute of Medical Sciences Ltd. Healthcare Services | 2.92% | 2.64% | 2.64% |
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.77% | 2.15% | 2.15% |
Sai Life Sciences Ltd. Pharmaceuticals & Biotechnology | 1.96% | 3.25% | 1.96% |
Abbott India Ltd. Pharmaceuticals & Biotechnology | 1.95% | 5.60% | 1.95% |
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology | 1.84% | 2.06% | 1.84% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 4.25% | 1.07% | 1.07% |
Vijaya Diagnostic Centre Ltd. Healthcare Services | 0.62% | 1.55% | 0.62% |
Corona Remedies Ltd. Pharmaceuticals & Biotechnology | 0.39% | 0.99% | 0.39% |
Unique to SBI Healthcare Opportunities
- Acutaas Chemicals Ltd.4.77%
- Aster DM Healthcare Ltd.3.85%
- Biocon Ltd.3.59%
- Laurus Labs Ltd.3.48%
Unique to TATA INDIA PHARMA & HEALTHCARE
- HEALTHCARE GLOBAL ENTERPRISES LTD.5.04%
- CIPLA LTD.4.55%
- RAINBOW CHILDRENS MEDICARE LTD.3.83%
- BAYER CROPSCIENCE LTD.3.33%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology31.0% (10)
Healthcare Services16.3% (5)
More comparisons for SBI Healthcare Opportunities
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- vs Motilal Oswal BSE Healthcare E56.9% · 26 stocks
- vs HDFC Pharma and Healthcare54.8% · 16 stocks
- vs Mirae Asset Healthcare53.8% · 17 stocks
- vs DSP Nifty Healthcare ETF53.5% · 12 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 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.