Discover hidden overlap in your mutual fund portfolio. Compare up to 5 funds instantly — see common holdings, overlap %, and get smart diversification insights.
Add 2–5 funds with their top holdings. We'll calculate the overlap and tell you how diversified your portfolio really is.
Stocks that appear in 2 or more of your selected funds
Disclaimer: This tool is for educational purposes only. The overlap calculations are based on the holdings you enter manually. Always verify data from your fund's latest factsheet. This is not financial advice. Consult a SEBI-registered investment advisor for personalized guidance.
A professional-grade fund overlap analysis tool that gives you institutional-quality insights — completely free.
Compare 2 to 5 mutual funds at once. Get pairwise and combined overlap percentages in seconds.
Color-coded progress bars and percentage scores make it instantly clear which fund pairs overlap the most.
See exactly which stocks appear in multiple funds, how many funds hold them, and their combined weight.
Get actionable recommendations — whether to trim a fund, rebalance, or diversify into a different category.
All calculations run in your browser. Zero data is transmitted or stored. Your portfolio stays yours.
Optimized for Indian smartphone users. Clean, fast, and easy to use on any screen size.
Three steps to understand your mutual fund portfolio overlap in under 2 minutes.
Enter the names of 2 to 5 mutual funds you hold. You can also load our demo data with pre-filled popular Indian mutual funds to see how the tool works.
For each fund, enter the stock names and their allocation percentages. You can find this data in your fund's latest factsheet on AMFI, Value Research, or Morningstar.
Click Calculate Overlap to instantly see your portfolio overlap percentage, a table of common holdings, and smart insights on how to reduce duplication and improve diversification.
This mutual fund overlap checker was built to solve a real problem: most Indian investors own 3–7 mutual funds thinking they're diversified, when in reality 60–80% of their portfolio is concentrated in the same large-cap stocks.
This tool is a free, open, educational resource. It does not provide financial advice, does not sell any products, and does not collect any data.
"I built this tool after realizing my own portfolio of 5 'different' mutual funds had 70% overlap. I hope it helps you make more informed investment decisions."
All data you enter stays in your browser. Nothing is saved to any server or database. Clearing your browser clears all data.
About mutual fund overlap, portfolio diversification, and this tool.
This mutual fund overlap calculator is designed to help Indian retail investors understand how much their mutual fund portfolio is truly diversified. Many investors hold 4–6 funds believing they are well-diversified, but a portfolio overlap analysis often reveals that 60–75% of their equity exposure is concentrated in the same large-cap stocks.
Our fund overlap analysis tool provides a clear, visual breakdown of common holdings across funds. Whether you use it as a portfolio overlap calculator to check before adding a new fund, or as a mutual fund overlap checker to audit your existing portfolio, this tool gives you the clarity to invest smarter.