What is mutual fund portfolio overlap?

Overlap measures how many of the same stocks two funds hold, and how heavily. High overlap means owning both funds gives you less diversification than it looks — you're doubling down on the same companies. We show the common stocks, each fund's weight, and a single weighted-overlap %.

How is the overlap % calculated?

For every stock both funds hold, we take the smaller of the two portfolio weights and add them up. That weighted sum approximates how much of the two portfolios coincide (0% = nothing in common, ~100% = near-identical).

Where does the data come from?

Each fund's latest public monthly portfolio disclosure (SEBI-mandated, via AMFI/AMC), ISIN-verified. Free and no login — the depth other tools put behind a paywall.

Fund overlap

Are two funds the same bet?

Pick two mutual funds — see their common holdings, each fund's weight, and a single overlap %. The depth others paywall, free and without a login.

First fund

Second fund

Choose two funds to compare.

Popular comparisons

Step 1

Pick two funds

Search by fund name.

Step 2

We match holdings

Common stocks with both weights.

Step 3

See the overlap %

One number for how alike they are.

FAQ

What is mutual fund portfolio overlap?: Overlap measures how many of the same stocks two funds hold, and how heavily. High overlap means owning both funds gives you less diversification than it looks — you're doubling down on the same companies. We show the common stocks, each fund's weight, and a single weighted-overlap %.
How is the overlap % calculated?: For every stock both funds hold, we take the smaller of the two portfolio weights and add them up. That weighted sum approximates how much of the two portfolios coincide (0% = nothing in common, ~100% = near-identical).
Where does the data come from?: Each fund's latest public monthly portfolio disclosure (SEBI-mandated, via AMFI/AMC), ISIN-verified. Free and no login — the depth other tools put behind a paywall.