Pharma giants and hospital chains benefiting from medical tourism and health awareness.
Investments in securities market are subject to market risks. Past performance is not indicative of future results. Curated baskets are for informational purposes.
| Stock | Thesis & Rationale |
|---|---|
| SUNPHARMA 20% Weight | Largest drugmaker with specialty portfolio in the US. |
| DRREDDY 20% Weight | Focus on value-added generics and research. |
| CIPLA 15% Weight | Dominance in respiratory and domestic market. |
| APOLLOHOSP 15% Weight | Largest private hospital network and growing pharmacy. |
| MAXHEALTH 15% Weight | Premium hospital chain with high ARPOB. |
| DIVISLAB 15% Weight | Leader in API manufacturing for global giants. |