No login · Calculations in your browser

Your portfolio, under the X-Ray.

See how up to six mutual funds overlap, where your monthly investments are concentrated, and how expense ratios compare—all in one private workspace.

Open the portfolio X-Ray How it works

Data notice: fund names are real, but the bundled holdings and scheme statistics are illustrative examples—not current AMC disclosures. Do not use sample results for financial decisions.

N-fund overlap matrix

Compare every selected pair across 2–6 funds at once.

FIFO capital-gains estimate

Explore holding periods and lot-level gain assumptions.

No-cost EMI reality check

Estimate fees, GST, lost rewards, and effective borrowing cost.

Multi-fund portfolio X-Ray

Verified holdings are not available yet

We’re keeping fund-specific calculations closed until the dataset has dated, source-linked disclosures and passes validation. You can inspect the tool with explicitly labeled demo data above. For decisions, compare the latest holdings directly with the AMC or AMFI disclosure.

Find official portfolio disclosures

Method

How the portfolio overlap score works

For each matching ISIN in a pair of funds, the calculator adds the lower of the two portfolio weights: Σ min(weight A, weight B). The multi-fund view builds a pairwise matrix and estimates stock exposure as each fund’s entered amount multiplied by that stock’s reported weight.

Overlap alone does not measure risk or prove that a portfolio is diversified. Actual holdings change over time. The sample results on this deployment do not represent current scheme disclosures.

Read the full methodology

Explore the other tools

FIFO capital-gains simulatorEstimate gains and holding periods across manually entered SIP lots.No-cost EMI & APR calculatorCompare estimated EMI costs with paying upfront.

A careful way to review overlapping funds

Check the source date

Monthly portfolio disclosures are snapshots. Confirm the exact reporting month and compare the underlying AMC or AMFI file.

Read the score narrowly

A shared-weight percentage describes common holdings under one formula. It cannot tell you whether to buy, sell, or stop an SIP.

Consider the full portfolio

Asset mix, goals, costs, taxes, time horizon, and risk tolerance matter beyond a single overlap result.