Are your mutual funds really diversified?
Compare the companies inside your mutual funds and discover hidden portfolio overlap.
Example overlap
Fund A
Company X 8%
Company Y 6%
Company Z 4%
Fund B
Company X 5%
Company Y 3%
Company Q 7%
Weighted overlap
8%
5% (Company X) + 3% (Company Y) = 8% duplicated exposure
How it works
1. Select funds
Search and select 2–50 Indian mutual funds
2. Compare holdings
We analyze underlying company exposure
3. Discover overlap
See weighted and company-count overlap metrics
4. Build diversification
Make informed decisions about fund selection
Why overlap matters
Two mutual funds can have different names, fund managers and strategies while still owning many of the same companies. A 40% company overlap does not necessarily mean 40% of your money is duplicated — that's why we show both holdings overlap and weighted portfolio overlap.
Features
FAQ
Is this investment advice?
No. FundOverlap provides educational analysis only. We do not provide buy/sell recommendations.
How current is the data?
Portfolio holdings are generally updated monthly by AMCs. We display the portfolio date clearly and never imply real-time data.
What is weighted portfolio overlap?
It measures the actual portfolio exposure overlap by summing the minimum weight of each common company across funds.
Educational use only — not investment advice
Portfolio holdings change over time. This analysis is based on the latest available portfolio disclosure and may not reflect today's holdings. FundOverlap provides informational and educational analysis based on publicly available mutual fund portfolio data. It does not provide investment advice, recommendations, or guarantees of returns. Investors should independently evaluate investments and, where appropriate, consult a SEBI-registered investment adviser.