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portfolio overlap tool

bt_logoPORTFOLIO 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
    Select Fund B
      (As On )
      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 : NaN
      Total Stocks in Fund B : NaN
      Note: Only Equity, Preferred stock and Equity - REIT (acronym for Real Estate Investment Trust) are considered for calculation
      Percentage Portfolio Overlap
      No Overlap: NaN%
      Portfolio Overlap: NaN%

      bt_logoCOMMON STOCKS

      (As On Jan 2023)
      StockExposure in each fund

      No Data Found!

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