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MF-Overlap Analyser
Institutional Portfolio Overlap Engine

Are you paying two funds to buy the exact same stocks?

Unmask hidden cross-holdings, duplicate management fees, and mega-cap concentration risk across your mutual fund portfolio in real-time.

✓ Exact Min-Weight Formula
✓ 100% Client-Side Privacy
✓ Zero PAN Dependency
Launch Overlap Calculator
MANUAL FUND SELECTION

Select Mutual Funds to Compare

Choose 2 to 5 mutual funds from the clean dropdown selectors below.

PRESETS:
2 of 5 Funds Selected
OVERALL OVERLAP SCORE 0.0% High Overlap
PORTFOLIO OVERLAP ASSESSMENT

Calculating Overlap...

Analyzing holdings disclosures...

COMMON STOCKS
0
TOP 10 OVERLAP %
0%
TOTAL UNIQUE
0
TOP SECTOR
Financials

Top Overlapping Stocks

Ranked by combined effective portfolio weightage across your selected funds.

TOP SHARED HOLDINGS

Sector Allocation Breakdown

Weighted exposure aggregated across your portfolio.

Market Cap Exposure

Capitalization mix across all funds.

💡 Portfolio Tip: If your large-cap equity exposure exceeds 70% across multiple active funds, you may be paying active fund fees for index-like performance.

Complete Common Stock Breakdown

Every overlapping security held across your funds.

# Company Name Sector Cap Tier Min Overlap % Combined Weight % Fund Breakdown

Fund Characteristics Comparison

Side-by-side metrics: AUM, Expense Ratio, Turnover, and Riskometers.