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mutual funds
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: Flexi Cap
  • 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
Quant Flexi Cap Fund Growth Option Direct Plan
  • 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
Select Fund B
HDFC Flexi Cap Fund -Direct Plan - Growth Option
  • 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
(As On Apr 2025)
31
Stocks In fund A but not in fund B
6
Common Stocks
56
Stocks In fund B but not in fund A
Total Stocks in Fund A : 37
Total Stocks in Fund B : 62
Note: Only Equity, Preferred stock and Equity - REIT (acronym for Real Estate Investment Trust) are considered for calculation
Percentage Portfolio Overlap
No Overlap: 87.88%
Portfolio Overlap: 12.12%

bt_logoCOMMON STOCKS

(As On Apr 2025)
Quant Flexi Cap Fund Growth Option Direct Plan
HDFC Flexi Cap Fund -Direct Plan - Growth Option
StockExposure in each fund
Larsen & Toubro Ltd
Larsen & Toubro Ltd
2.96%
0.69%
Future on Aurobindo Pharma Ltd
Future on Aurobindo Pharma Ltd
2.50%
0.00%
Reliance Industries Ltd
Reliance Industries Ltd
10.41%
0.19%
Future on Piramal Enterprises Ltd
Future on Piramal Enterprises Ltd
1.12%
0.00%
Oil & Natural Gas Corp Ltd
Oil & Natural Gas Corp Ltd
0.70%
0.42%
Future on GAIL (India) Ltd
Future on GAIL (India) Ltd
0.33%
0.00%

HOT STOCKS

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Stay informed about the best performers in Nifty 50. Stocks whose intraday price rose from their previous close are called gainers
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As on Apr 2025
SBI Funds Management LtdSBI Funds Management LtdAUM ₹ 11,14,125.71 CrICICI Prudential Asset Management Company LimitedICICI Prudential Asset Management Company LimitedAUM ₹ 9,65,956.95 CrHDFC Asset Management Co LtdHDFC Asset Management Co LtdAUM ₹ 8,31,984.35 CrNippon Life India Asset Management LtdNippon Life India Asset Management LtdAUM ₹ 6,03,689.89 CrKotak Mahindra Asset Management Co LtdKotak Mahindra Asset Management Co LtdAUM ₹ 5,16,885.64 CrAditya Birla Sun Life AMC LtdAditya Birla Sun Life AMC LtdAUM ₹ 3,96,506.16 CrUTI Asset Management Co LtdUTI Asset Management Co LtdAUM ₹ 3,30,037.78 CrAxis Asset Management Company LimitedAxis Asset Management Company LimitedAUM ₹ 3,23,527.52 Cr
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