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mutual funds
portfolio overlap tool

PORTFOLIO OVERLAP TOOL

The mutual fund portfolio overlap tool lets you compare and know the extent of commonalities between the portfolios of 2 equity/hybrid funds.
Select Category
:
  • Equity:ELSS (Tax Savings)
  • Equity:Flexi Cap
  • Equity:Large-Cap
  • Equity:Mid-Cap
  • Equity:Large and Mid-Cap
  • Equity:Multi-Cap
  • Equity:Small-Cap
  • Equity:Value
  • Equity:Contra
  • Equity:Dividend Yield
  • Equity:Focused Fund
  • Equity:Equity - ESG
  • Equity:Equity - Infrastructure
  • Equity:Sector - Healthcare
  • Equity:Sector - Technology
  • Equity:Sector - Financial Services
  • Hybrid:Dynamic Asset Allocation
  • Hybrid:Aggressive Allocation
  • Hybrid:Conservative Allocation
  • Hybrid:Equity Savings
Select Fund A
  • Taurus Flexi Cap Fund - Direct Plan-Growth Option
  • Quant Flexi Cap Fund Growth Option Direct Plan
  • JM Flexicap Fund (Direct) Growth Option
  • Edelweiss Flexi Cap Fund Direct Growth
  • Mirae Asset Flexi Cap Fund Direct Growth
  • SBI Flexicap Fund Direct Growth
  • Baroda BNP Paribas Flexi Cap Fund Direct Growth
  • Parag Parikh Flexi Cap Direct Growth
  • Samco Flexi Cap Fund Direct Growth
  • Motilal Oswal Flexicap Fund Direct Plan Growth
  • Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth
  • ICICI Prudential Flexicap Fund Direct Growth
  • PGIM India Flexi Cap Fund Direct Growth
  • Axis Flexi Cap Fund Direct Growth
  • ITI Flexi Cap Fund Direct Growth
  • UTI Flexi Cap Fund - Growth Option - Direct
  • Kotak Flexicap Fund Direct Growth
  • WhiteOak Capital Flexi Cap Fund Direct Growth
  • Franklin India Flexi Cap Fund Direct Growth
  • Invesco India Flexi Cap Fund Direct Growth
  • Mahindra Manulife Flexi Cap Fund Direct Growth
  • LIC MF Flexi Cap Fund Direct Plan Growth Option
  • HSBC Flexi Cap Fund Growth Direct
  • Shriram Flexi Cap Fund Direct Growth
  • HDFC Flexi Cap Fund -Direct Plan - Growth Option
  • Navi Flexi Cap Fund Direct Growth
  • Union Flexi Cap Fund Direct Growth Option
  • Sundaram Flexi Cap Fund Direct Growth
  • Canara Robeco Flexi Cap Fund Direct Plan Growth Option
  • Nippon India Flexi Cap Fund Direct Growth
  • Bandhan Flexi Cap Fund-Direct Plan-Growth
  • Tata Flexi Cap Fund Direct Growth
  • Bank of India Flexi Cap Fund Direct Growth
  • Bajaj Finserv Flexi Cap Fund Direct Growth
  • 360 ONE Flexicap Fund Direct Growth
  • NJ Flexi Cap Fund Direct Growth
  • Helios Flexi Cap Fund Direct Growth
  • TrustMF Flexi Cap Fund Direct Growth
  • Unifi Flexi Cap Fund Direct Growth
  • Capitalmind Flexi Cap Fund Direct Growth
  • Franklin India Multi-Factor Fund Direct Growth
  • Abakkus Flexi Cap Direct Growth
  • Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth
  • Old Bridge Flexi Cap Fund Direct Growth
  • AlphaGrep Flexi Cap Fund Direct Growth
  • Quantum Flexi Cap Fund Direct Growth
Select Fund B
  • Taurus Flexi Cap Fund - Direct Plan-Growth Option
  • Quant Flexi Cap Fund Growth Option Direct Plan
  • JM Flexicap Fund (Direct) Growth Option
  • Edelweiss Flexi Cap Fund Direct Growth
  • Mirae Asset Flexi Cap Fund Direct Growth
  • SBI Flexicap Fund Direct Growth
  • Baroda BNP Paribas Flexi Cap Fund Direct Growth
  • Parag Parikh Flexi Cap Direct Growth
  • Samco Flexi Cap Fund Direct Growth
  • Motilal Oswal Flexicap Fund Direct Plan Growth
  • Aditya Birla Sun Life Flexi Cap Fund Direct Plan Growth
  • ICICI Prudential Flexicap Fund Direct Growth
  • PGIM India Flexi Cap Fund Direct Growth
  • Axis Flexi Cap Fund Direct Growth
  • ITI Flexi Cap Fund Direct Growth
  • UTI Flexi Cap Fund - Growth Option - Direct
  • Kotak Flexicap Fund Direct Growth
  • WhiteOak Capital Flexi Cap Fund Direct Growth
  • Franklin India Flexi Cap Fund Direct Growth
  • Invesco India Flexi Cap Fund Direct Growth
  • Mahindra Manulife Flexi Cap Fund Direct Growth
  • LIC MF Flexi Cap Fund Direct Plan Growth Option
  • HSBC Flexi Cap Fund Growth Direct
  • Shriram Flexi Cap Fund Direct Growth
  • HDFC Flexi Cap Fund -Direct Plan - Growth Option
  • Navi Flexi Cap Fund Direct Growth
  • Union Flexi Cap Fund Direct Growth Option
  • Sundaram Flexi Cap Fund Direct Growth
  • Canara Robeco Flexi Cap Fund Direct Plan Growth Option
  • Nippon India Flexi Cap Fund Direct Growth
  • Bandhan Flexi Cap Fund-Direct Plan-Growth
  • Tata Flexi Cap Fund Direct Growth
  • Bank of India Flexi Cap Fund Direct Growth
  • Bajaj Finserv Flexi Cap Fund Direct Growth
  • 360 ONE Flexicap Fund Direct Growth
  • NJ Flexi Cap Fund Direct Growth
  • Helios Flexi Cap Fund Direct Growth
  • TrustMF Flexi Cap Fund Direct Growth
  • Unifi Flexi Cap Fund Direct Growth
  • Capitalmind Flexi Cap Fund Direct Growth
  • Franklin India Multi-Factor Fund Direct Growth
  • Abakkus Flexi Cap Direct Growth
  • Motilal Oswal Diversified Equity Flexicap Passive Fund of Funds Direct Growth
  • Old Bridge Flexi Cap Fund Direct Growth
  • AlphaGrep Flexi Cap Fund Direct Growth
  • Quantum Flexi Cap Fund Direct Growth
(As On Jul 2026)
22
Stocks In fund A but not in fund B
5
Common Stocks
77
Stocks In fund B but not in fund A
Total Stocks in Fund A : 27
Total Stocks in Fund B : 82
Note: Only Equity, Preferred stock and Equity - REIT (acronym for Real Estate Investment Trust) are considered for calculation
Percentage Portfolio Overlap
No Overlap: 90.83%
Portfolio Overlap: 9.17%

COMMON STOCKS

(As On Jul 2026)
StockExposure in each fund
Adani Enterprises Ltd
Adani Enterprises Ltd
8.40%
0.55%
ICICI Bank Ltd
ICICI Bank Ltd
6.37%
9.21%
ICICI Prudential Asset Management Co Ltd
ICICI Prudential Asset Management Co Ltd
5.78%
0.20%
Bharti Airtel Ltd
Bharti Airtel Ltd
3.13%
2.94%
JSW Infrastructure Ltd
JSW Infrastructure Ltd
1.72%
0.52%

MARKET BUZZ

  • NSE
  • BSE
  • No data found
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ASSET MANAGEMENT COMPANY(AMC)

As on Jul 2026
SBI Funds Management LtdSBI Funds Management LtdAUM ₹ 13,34,100.96 CrICICI Prudential Asset Management Co LtdICICI Prudential Asset Management Co LtdAUM ₹ 12,15,056.29 CrHDFC Asset Management Co LtdHDFC Asset Management Co LtdAUM ₹ 10,01,317.26 CrNippon Life India Asset Management LtdNippon Life India Asset Management LtdAUM ₹ 8,01,431.28 CrKotak Mahindra Asset Management Co LtdKotak Mahindra Asset Management Co LtdAUM ₹ 6,36,762.76 CrAditya Birla Sun Life AMC LtdAditya Birla Sun Life AMC LtdAUM ₹ 4,47,868.70 CrAxis Asset Management Company LimitedAxis Asset Management Company LimitedAUM ₹ 3,88,038.24 CrUTI Asset Management Co LtdUTI Asset Management Co LtdAUM ₹ 3,72,847.01 Cr
AUM: Assets under management
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