Flexi Cap29.7% Overlap · Moderate Overlap
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Know your
true exposureIndian Mutual Fund Overlap & Portfolio Analyzer
Select your Indian mutual funds and instantly see stock-level overlap, Effective Number of Stocks (ENS), concentration risk, cost efficiency, and consolidated sector exposure.
24+AMCs Covered
1,000+Fund Schemes
FreeAlways
HOW IT WORKS
Three steps to clarity
No login, no sign-up. Just search, select, and see your true portfolio overlap in seconds.
Step 1
Search & Select Funds
Search from 1,000+ mutual fund schemes across 24+ AMCs like HDFC, PPFAS, SBI, Aditya Birla, DSP, Bandhan, Tata, and Nippon India. Select up to 5 funds to compare.
Step 2
Set Portfolio Weights
Optionally adjust the allocation for each fund to match your real portfolio. Leave weights at zero for an equal-weighted analysis.
Step 3
Deep Overlap & Risk Insights
Instantly view pairwise overlap percentages, Effective Number of Stocks (ENS), concentration risk (Top 5/10), cost efficiency, and filter holdings interactively.
DIAGNOSTIC SUITE
5-Point Portfolio Intelligence
Beyond naive stock counting. Inspect your consolidated investments across concentration, cost, and index drift.
Pairwise Stock Overlap
Computes exact stock-level intersection between any 2 to 5 mutual funds using the minimum-weight method on monthly statutory AMC filings.
Effective Number of Stocks
Applies the Herfindahl-Hirschman Index (HHI) to measure true portfolio diversification, cutting through the illusion of holding 300+ nominal stocks.
Consolidated Sector Drift
Aggregates sector exposures across all selected schemes to detect unintended concentration in Financials, IT, Auto, or Energy.
Benchmark Closet Indexing
Tests your active fund portfolio against benchmark indices (Nifty 50, Nifty 500) to ensure you aren't paying active management fees for an index mirror.
Expense Drag & Fee Redundancy
Estimates the compounding annual fee drag caused by holding multiple overlapping active funds that purchase the same underlying equities.
HEAD-TO-HEAD AUDITS
Popular Mutual Fund Comparisons
Pre-computed stock overlap, common holdings, and allocation verdicts for India's most searched mutual fund pairs.
Small Cap6.9% Overlap · Low Overlap
Nippon India Small Cap FundvsQuant Small Cap Fund
Flexi Cap4.9% Overlap · High Diversification
Quant Flexi Cap FundvsParag Parikh Flexi Cap Fund
Large Cap / Index98.6% Overlap · Benchmark Redundant
UTI Nifty 50 Index FundvsNippon India Index Nifty 50
EMPIRICAL RESEARCH
Quantitative Research & Insights
Independent analysis on Indian market structure, SEBI regulatory mandates, and portfolio construction mathematics.
The Illusion of Diversification: What is the 'Effective' Number of Stocks?
Think holding 5 mutual funds with 300+ stocks makes you safe? Learn how the Herfindahl-Hirschman Index (HHI) reveals true concentration risk.
Are You Paying Active Fees for a Closet Index Fund?
Discover what closet indexing is, why fund managers hug benchmark indices like Nifty 50, and how to test benchmark overlap.
Why Arbitrage Funds Are Excluded from Equity Overlap
Understand why 100% hedged single-stock futures carry zero directional equity risk and why naive overlap tools trigger false alarms.
How to Build a Diversified Mutual Fund Portfolio
A disciplined guide on selecting the right mix of active and passive schemes, avoiding index overlap, and achieving true diversification.
Ready to check your overlap?
Stop unknowingly concentrating your portfolio. Analyze your mutual funds in under 30 seconds — completely free.
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