Core Analytical Module
Fund Overlap Finder & Portfolio Optimizer
Prune redundancies. Reveal secret stock concentrations and calculate the precise tax and exit-load friction costs of switching to superior risk-adjusted alternatives.
Allocation Style:
Your Portfolio
Active Holdings
Large & Midcap
Quant Large & Mid Cap Fund
Ticker: QUANT-LMC
TER: 1.76%
Portfolio Weight:50%
Monthly SIP (₹)
₹
Flexi Cap
Parag Parikh Flexi Cap Fund
Ticker: PP-FC
TER: 1.34%
Portfolio Weight:50%
Monthly SIP (₹)
₹
Add Funds to Analyze
PURE WEALTH CONSULTING MTRX
Our database evaluates overlapping index correlation coefficients inside India as updated by SEBI and AMFI regulations automatically.
Aggregate Overlap Index
29%
Excellent diversification spacing.
Portfolio Diagnosis
Moderately Balanced
Top 10 holdings occupy 33% of net capital weight.
Weighted Expense Ratio
1.55%p.a.
Calculated dynamic fees deducted across chosen funds.
Pairwise Stock Correlation Matrix
Red indicates high holding similarity. Holding funds overlapping more than 60% often increases overhead costs without multiplying structural returns.
| Funds Compare | Quant Large | Parag Parikh |
|---|---|---|
| Large & MidcapQuant Large & Mid Cap Fund | 100% | 29% |
| Flexi CapParag Parikh Flexi Cap Fund | 29% | 100% |
