Last data update: —

Mutual Fund Overlap Tool

Compare 5 Funds Simultaneously

Stop Guessing Your Diversification.

Most investors hold multiple mutual funds but own the same 10 stocks. If you are looking for a comprehensive, up-to-date mutual fund overlap analysis, then you are at the right place. Compare up to 5 funds simultaneously to expose hidden overlap in your portfolio. Start comparing now!

1500+ Mutual Funds85000+ Holdings

Portfolio data sourced from AMC monthly factsheets. Last data update: —

ADVANTAGES

The Hidden Cost: You're paying multiple expense ratios for the same underlying stocks.
The Concentration Trap: High overlap means a single sector dip hits your entire portfolio.
The Solution: Our 5-Way Overlap Matrix offers a bird's-eye view that simple 2-fund calculators miss.

KEY FEATURES

Weighted Analysis: We don't just count stocks; we calculate the impact of their weight on your total returns.
Severity Badges: Instant visual cues (Low / Moderate / High / Very High) tell you when it's time to consolidate.
Privacy First: No login, no PAN required. Just pure data.

FREE TO USE

Includes Equity Mutual Funds + ETFs
Compare 5 funds, not just 2
Mobile-optimised matrix and charts
View Treemap, Overlap Matrix, UpSet Plot and Venn Diagram

SELECT FUNDS TO COMPARE (2–5)

We have pre-loaded a 3-fund overlap example below. Clear the search to select your own funds and compare.

FUND A

UTI Nifty 50 Index Fund

Index Funds

FUND B

Parag Parikh Flexi Cap Fund

Flexi Cap Fund

FUND C

Kotak Large Cap Fund

Large Cap Fund