Portfolio Overlap Analyzer
Detect hidden concentration across mutual funds. Weighted overlap matrix and single-stock exposure.
Quick Summary: Portfolio Overlap Analyzer
The Portfolio Overlap Analyzer identifies stock duplication across multiple mutual funds. Many investors unknowingly own the same underlying stocks through different funds (e.g., two large-cap funds might have 70% overlap), which increases risk and reduces the benefits of diversification. Use this tool to clean up your portfolio.
How to use the Portfolio Overlap Analyzer
- 1
Select Mutual Funds
Choose the funds you currently hold from our database.
- 2
Run Overlap Matrix
The tool compares the portfolio disclosures of all selected funds.
- 3
Analyze Concentration
Review the percentage of shared holdings and identify stocks where you have excessive exposure.
Related Calculators
Regulatory Disclaimer
Last verified May 2026
Nature:Calculator platform and is NOT a SEBI-registered Investment Adviser. All calculations are indicative.
Risk:"Investments in securities market are subject to market risks. Read all related documents carefully before investing."
Consult a SEBI-registered IA or CA for personalised advice.
9 out of 10 traders in F&O incurred net losses (SEBI 2023). Tax estimates based on IT Act 2025. Trezoriq is not liable for financial decisions based on results.