OmniAssetFeatures › Fund overlap checker

A fund overlap checker built on real disclosures

Check how much any two mutual funds are secretly the same bet — the weighted overlap of stocks held by both — computed from official month-end disclosures, for funds you own and funds you don't.

The diversification that isn't

Two large-cap funds in India often draw from the same short list of index heavyweights. If both put 8% into the same stock, holding both doubles that bet rather than spreading it. Overlap is what makes that visible.

Measured honestly

OmniAsset matches holdings across two funds by ISIN, takes the smaller weight for every shared stock, and sums those — the weighted-minimum overlap. That reflects how much of your money is genuinely doubled up, not just how many names appear in both.

Any pair, from official data

Check funds you hold or any two funds you're considering. The holdings come straight from the AMCs' month-end portfolio disclosures, and every figure traces back to the disclosure it came from.

Common questions

What counts as high fund overlap?

There's no fixed line, but overlap above roughly 30–40% between two equity funds means they're largely the same bet — holding both mostly adds cost, not diversification.

Can I check funds I don't own?

Yes. You can check the overlap between any two Indian funds, whether or not they're in your portfolio.

Where does the holdings data come from?

From the AMCs' official month-end portfolio disclosures, matched by ISIN — never a fabricated or estimated overlap.

Check the overlap between any two funds, from official disclosures.

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