Compare two funds with clearer overlap intelligence
See not just how many holdings overlap, but how much of the portfolio weight is actually duplicated beneath the surface.
These two funds share meaningful exposure across common holdings.
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Common Holdings
The disclosed positions shared across both selected funds, ranked as returned by the overlap engine.
| Holding | Sector | Fund A | Fund B | Overlap Weight |
|---|---|---|---|---|
| No overlap data yet. | ||||
See shared and unique holdings at a glance
This interactive overlap map shows what is unique to each fund and what is shared between them. Hover the diagram to inspect the comparison from both count and overlap perspectives.
These disclosed positions are shared across both funds. This is the count-based overlap, while portfolio weight overlap shows how meaningful that duplication is.
No overlap snapshot available
We could not generate an overlap Venn diagram for this pair yet.
Get a quick diversification verdict for the selected fund pair
This section converts overlap data into a plain-English verdict, so you can quickly judge whether the pair looks complementary or overly duplicated.
No verdict available
We could not generate a diversification verdict for this pair yet.
Frequently Asked Questions (FAQs)
What is Portfolio Overlap Analyser?
It is a tool that helps you identify common holdings between two mutual funds, allowing you to understand duplication and diversification in your portfolio.
Why is overlap between funds important?
High overlap means you may be investing in the same stocks through multiple funds, reducing diversification benefits.
What is considered high overlap?
Typically, overlap above 40–50% is considered high and may indicate concentration risk.
Can overlap reduce diversification?
Yes. If multiple funds hold similar stocks, your portfolio may not be as diversified as it appears.
Does overlap mean funds are bad?
No. Some overlap is natural, especially in large-cap funds. The goal is to understand and manage it.
How is overlap calculated?
Overlap is calculated based on common stocks held between two funds and their respective weights.
Can I compare any two funds?
Yes, you can compare any available mutual funds to analyze their overlap.
What does the Venn diagram show?
The diagram visually represents unique and common holdings between two funds.
Should I avoid overlapping funds?
Not always. It depends on your strategy, but excessive overlap should be reviewed.
Is this tool suitable for beginners?
Yes. It helps investors easily understand portfolio diversification without complex analysis.