Can I upload my existing portfolio?

Yes. Upload a CSV export or search and add multiple funds manually. Your portfolio is saved locally in your browser.

Portfolio Overlap Tool

Q: What is portfolio overlap?

Portfolio overlap measures how many of the same underlying stocks appear across multiple mutual funds in your portfolio.

Q: How much overlap is too much?

Overlap above 50% between two active funds often signals limited diversification benefit. Above 60% is usually high.

The portfolio overlap between your mutual funds reveals hidden concentration risk. Use this hub to compare funds, analyze categories, review stock-level overlap, and improve diversification.

Portfolio Tool

Build or update your portfolio

Search and add multiple mutual funds, upload a CSV export, or edit your saved portfolio anytime.

Upload CSV

No funds added yet. Search above or upload a CSV from Groww, Zerodha, or Kuvera.

Analyze Full Portfolio

Fund vs Fund Comparisons

Parag Parikh Flexi Cap Fund vs Motilal Oswal Midcap Fund

37% overlap

Nippon India Small Cap Fund vs Quant Small Cap Fund

52% overlap

HDFC Flexi Cap Fund vs SBI Flexi Cap Fund

41% overlap

Axis Bluechip Fund vs Mirae Asset Large Cap Fund

68% overlap

Category Overlap

Flexi Cap

Average overlap 44%

Small Cap

Average overlap 48%

Mid Cap

Average overlap 46%

Stock-Level Overlap

Reliance Industries

Energy

HDFC Bank

Financials

AMC Overlap

Parag Parikh Mutual Fund

4 funds tracked

HDFC Mutual Fund

40 funds tracked

SBI Mutual Fund

45 funds tracked

Programmatic Overlap Lists

Top Overlap Funds

Highest Overlap Funds

Lowest Overlap Funds

Learn

What is portfolio overlap?

How much overlap is too much?

Should I invest in two flexi cap funds?

How to reduce mutual fund overlap

Best mutual fund combinations

Quick Examples

Axis Bluechip vs Mirae Asset Large Cap (68%)Nippon India Small Cap vs Quant Small Cap (52%)Parag Parikh Flexi Cap vs Kotak Flexi Cap (29%)Nippon India Small Cap vs HDFC Small Cap (31%)