Methodology

Fund holdings, NAV, and scheme metadata are sourced from AMFI-published data and verified AMC disclosures. We refresh datasets on a scheduled basis for production accuracy.

Portfolio overlap is computed at the underlying stock level across selected mutual funds. We compare shared holdings by weight to surface concentration risk — not correlation or return similarity.

ClearMF is not a SEBI-registered investment advisor. All tools, calculators, and analytics are for education and understanding only — not buy/sell recommendations.

Historical performance, overlap snapshots, and calculator outputs depend on assumptions (inflation, returns, life expectancy). Past data does not guarantee future outcomes.