Discover hidden overlaps in your mutual fund portfolio and make smarter investment decisions with our Mutual Fund Overlap Calculator. This tool is designed to help investors identify common stocks and calculate the overlap between two mutual fund schemes, providing insights that are crucial for effective portfolio management.

Why Use This Tool?

• True Diversification: Identify overlapping stocks to avoid the illusion of diversification.
• Cost Optimization: Eliminate redundant funds and reduce unnecessary expense ratios.
• Risk Management: Reduce concentration risk from common stock holdings.
• Smart Analysis: Get instant insights that would take hours to analyze manually.

Many investors unknowingly hold multiple mutual funds with similar stock holdings, creating concentration risk instead of true diversification. Our overlap calculator reveals these hidden overlaps, helping you optimize your portfolio for better risk management and cost efficiency.