HDFC Manufacturing Fund vs SBI Healthcare Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

11.8%
Low Overlap
7 common stocks · Rank #18267 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
SBI Healthcare Opportunities Fund
SBI · Sectoral - Pharma

Common Holdings (7)

StockWt% in HDFC ManufacturingWt% in SBI Healthcare OpportunitiesOverlap
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
7.55%4.24%4.24%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
10.65%2.30%2.30%
Lupin Ltd.
Pharmaceuticals & Biotechnology
4.23%1.91%1.91%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
2.68%1.55%1.55%
Anthem Biosciences Ltd.
Pharmaceuticals & Biotechnology
2.68%1.02%1.02%
Sudeep Pharma Ltd.
Pharmaceuticals & Biotechnology
2.13%0.53%0.53%
Cohance Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.91%0.26%0.26%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Maruti Suzuki India Limited4.24%
  • JSW Steel Ltd.3.66%
  • Tata Motors Limited3.30%
  • Mahindra & Mahindra Ltd.3.27%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%
  • Bharat Forge Ltd.2.35%

Unique to SBI Healthcare Opportunities

  • Apollo Hospitals Enterprise Ltd.5.76%
  • Max Healthcare Institute Ltd.4.82%
  • Acutaas Chemicals Ltd.4.77%
  • Torrent Pharmaceuticals Ltd.4.25%
  • Aster DM Healthcare Ltd.3.85%
  • Biocon Ltd.3.59%
  • Laurus Labs Ltd.3.48%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
11.8% (7)

Analysis

AI-generated comparative analysis coming soon.

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