Explore how fund overlap is calculated
Pick two sample funds — or add a third — to see how an overlap calculation is presented. Source: hand-authored illustrative inputs. No live holdings date or as-of claim applies. Verify any real scheme against its official AMC factsheet and portfolio disclosure; sample weights are not claims about the named schemes.
Illustrative sample demo — not live holdings analysis. Fund overlap needs each scheme's underlying holdings. This demo uses sample data for 18funds; it does not represent a complete, current or official portfolio. If your fund isn't listed, it is not supported in this demo.
For dated Direct-Growth NAV research, the fund screener and fund comparison use the current snapshot for returns and risk. Verify holdings against official AMC disclosures.
Hand-authored example weights · no live holdings as-of date
In this illustrative sample, HDFC Top 100 and ICICI Prudential Bluechip are 82% the same
These hand-authored samples contain many of the same companies at similar example weights. This demonstrates what a high-overlap result looks like; it does not describe current scheme portfolios or any investor's holdings.
| Company | Sector | HDFC Top 100 | ICICI Prudential Bluechip |
|---|---|---|---|
| HDFC Bank | Financials | 9.2% | 9.0% |
| ICICI Bank | Financials | 8.4% | 8.1% |
| Reliance | Energy/Utilities | 6.1% | 6.8% |
| Infosys | IT/Tech | 5.3% | 5.6% |
| L&T | Industrials/Materials | 4.2% | 4.5% |
| Bharti Airtel | Telecom | 3.6% | 4.1% |
| Axis Bank | Financials | 4.0% | 3.5% |
| NTPC | Energy/Utilities | 2.6% | 2.7% |
| SBI | Financials | 3.2% | 2.6% |
Source: hand-authored illustrative example weights. Fund names are demo labels; the weights are not claims about those schemes. No live holdings as-of date applies. These figures do not describe current, complete or official scheme portfolios and must not be used as a statement of what an investor owns.
Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-169480), held by Roohani Bangia, not a SEBI-registered Investment Adviser. GFS distributes Regular Plans and may earn commission on them; analytics tools use Direct-Growth facts and do not accept transactions. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
How this sample overlap calculation works
This explains the illustrative sample calculation; it is not a live holdings analysis.
- min(w) For each company included in both samples, the smaller of its two illustrative weights.
- Σ Those shared slices are added up across every common company.
- ÷Divided by the smaller sample's total weight, so the demonstration scales from 0% to 100%.
In this hand-authored sample, a high result means the example weights contain many of the same companies; a low result means the examples differ. It teaches the calculation and says nothing about a live fund.
What an overlap view can illustrate
Spot hidden concentration
The sample shows how repeated banks or IT names can make duplication visible in an overlap calculation.
Illustrate combined exposure
See how shared sample companies and weights would appear in a combined overlap view.
Compare up to three at once
Add a third sample to demonstrate pairwise overlap and the example names included in all three.
Plan the full picture
Frequently asked questions
Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-169480), held by Roohani Bangia, not a SEBI-registered Investment Adviser. GFS distributes Regular Plans and may earn commission on them; analytics tools use Direct-Growth facts and do not accept transactions. Content here is for information only and is not investment advice. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.
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