HDFC Pharma and Healthcare Fund vs HDFC Retirement Savings Fund - Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

5.0%
Low Overlap
4 common stocks · Rank #28289 of 28,292 pairs
Fund A
HDFC Pharma and Healthcare Fund
HDFC · Sectoral - Pharma
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (4)

StockWt% in HDFC Pharma and HealthcareWt% in HDFC Retirement Savings Fund -Overlap
Lupin Ltd.
Pharmaceuticals & Biotechnology
6.44%1.48%1.48%
Dr. Lal Path Labs Ltd
Healthcare Services
1.63%1.40%1.40%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
6.21%1.21%1.21%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.12%0.91%0.91%

Unique to HDFC Pharma and Healthcare

  • Sun Pharmaceutical Industries Ltd.9.81%
  • Divis Laboratories Ltd.8.38%
  • Glenmark Pharmaceuticals Ltd.6.62%
  • Max Healthcare Institute Limited6.36%
  • Aster DM Healthcare Limited5.42%
  • Ipca Laboratories Ltd.4.80%
  • Anthem Biosciences Limited4.46%
  • Fortis Healthcare Limited4.02%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.7.62%
  • ICICI Bank Ltd.6.31%
  • Axis Bank Ltd.4.75%
  • Reliance Industries Ltd.3.99%
  • State Bank of India3.44%
  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
3.6% (3)
Healthcare Services
1.4% (1)

Analysis

AI-generated comparative analysis coming soon.

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