MARGIN OF SAFETY Sweep-in FD →

Do your funds own the same stocks?

Add the mutual funds you invest in. We’ll put them side by side and show what they really own.

Your funds

0 of 5 added
    Your split Always adds up to 100%

    Not sure where to start? Try an example.

    Loading schemes with disclosed holdings…

    Eight funds can still be one portfolio.

    Add at least two of your funds to see how much they have in common.

    Across your funds,

    0% of your money

    sits in stocks that more than one of your funds already own.

    —

    In plain numbers

    Different stocks you own—0
    Your money behaves likethis many equally split stocks0
    Most similar pair—0%

    Same stocks, separate fees.

    Every fund charges its own expense ratio, even for the stocks your other funds already hold for you.

    Fund vs fund

    How much each pair shares

    • 0
    • 1–20
    • 20–40
    • 40–60
    • 60–80
    • 80+

    Tap any box to compare that pair.

    Look-through

    What you really own

      Blended exposure

      By company size

        More funds isn’t always more diversification.
        How we calculated this
        • Pair overlap adds up, for every stock both funds hold, the smaller of its two weights.
        • Money in shared stocks is the share of your blended portfolio held in stocks that two or more of your funds own. It uses your split.
        • Behaves like is the number of equally weighted stocks that would be as concentrated as your blended portfolio.
        • Only schemes with disclosed, stock-level equity holdings are listed. Debt funds and fund-of-funds are left out.

        Holdings as of —. Calculated from disclosed equity portfolios, so always check the holdings date. Not investment advice. Mutual fund investments are subject to market risks.