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

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

(As On Mar 2025)

Stocks In fund A but not in fund B

Common Stocks

Stocks In fund B but not in fund A

Total Stocks in Fund A : 34

Total Stocks in Fund B : 60

Note: Only Equity, Preferred stock and Equity - REIT (acronym for Real Estate Investment Trust) are considered for calculation

Percentage Portfolio Overlap

No Overlap: 85.11%

Portfolio Overlap: 14.89%

COMMON STOCKS

(As On Mar 2025)

Stock	Exposure in each fund
Reliance Industries Ltd		9.88% 0.18%
ITC Ltd		8.21% 0.28%
Larsen & Toubro Ltd		3.23% 0.76%
Future on Aurobindo Pharma Ltd		2.50% 0.00%
Future on Piramal Enterprises Ltd		1.12% 0.00%
Oil & Natural Gas Corp Ltd		0.74% 0.25%
Future on GAIL (India) Ltd		0.33% 0.00%

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