Mutual Fund Overlap Checker
Find out which stocks overlap between your mutual funds and direct equity holdings. Reduce concentration risk and build a truly diversified portfolio.
Select Your Mutual Funds
Choose the mutual fund schemes you want to check for overlap
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How It Works
Select Mutual Funds
Pick the mutual fund schemes you currently invest in via SIP or lumpsum.
Add Direct Holdings
Enter the stocks you hold directly in your demat account or import from your saved portfolio.
See Overlap Analysis
Get a clear picture of which stocks overlap, your concentration risk, and actionable suggestions.
Why Check Mutual Fund Overlap?
Many Indian investors hold multiple mutual funds thinking they are diversified, but their funds often invest in the same large-cap stocks like HDFC Bank, Reliance Industries, and ICICI Bank. This creates hidden concentration risk — if one stock drops, it affects your portfolio through both direct equity and multiple mutual funds.
The Arthneeti MF Overlap Checker helps you identify these overlapping holdings across your direct equity portfolio and mutual fund schemes, so you can make informed decisions about diversification and reduce unnecessary risk.