Risk & Overlap Diagnostics
Algorithmic analysis of concentration risks, redundancy, and portfolio uniqueness.
Diversification Grade
Calculated Live
A
Cross-Fund Redundancy Review
Holding multiple active funds in the same capitalization segment typically creates over 60% overlap in mega-cap stocks like HDFC Bank and Reliance.
Top-Heavy Stock Risk Healthy
The top 10 stocks account for the majority of combined equity weight. Ensure single-company risk does not exceed your personal risk tolerance.
Stock Concentration Tiers
Top 3 Holdings
26.8%
Top 5 Holdings
42.1%
Top 10 Holdings
64.0%