See what your funds really own
Hold five funds but wonder if they're all buying the same stocks? Combine your mutual funds and amounts to look straight through to the companies, sectors and overlap underneath — a clear, descriptive picture for investors across Faridabad and Delhi NCR.
You hold 3 funds spanning 15 disclosed companies — but they concentrate into roughly 10 effective stock positions.
"Effective positions" weights each holding by its size, so a handful of large, repeated names counts for less breadth than a long list of tiny ones. It is a descriptive measure of structure, not a rating or recommendation.
A structural read of breadth, concentration and sector spread across your disclosed holdings (0–100). It describes how your money is arranged — it is not a quality rating, a return forecast, or advice to buy, hold or sell.
Percentages are a share of your funds' disclosed top holdings (the tracked slice of each portfolio), not of the entire scheme.
Weight = each company's share of your combined disclosed holdings; the green figure is the look-through rupee value held in that company across your funds.
Share of your combined disclosed holdings by sector.
Share of your total invested amount by fund category.
| 1 | 2 | 3 | |
|---|---|---|---|
| 1 | 100 | 82 | 91 |
| 2 | 82 | 100 | 82 |
| 3 | 91 | 82 | 100 |
- 1HDFC Top 100 Fund
- 2ICICI Prudential Bluechip Fund
- 3Nifty 50 Index Fund
Each cell is the portfolio overlap between two funds — the share of disclosed holdings they hold in common (0–100%). High overlap simply means two funds own many of the same companies; it is descriptive, not a signal to act.
Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. 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. Past performance is not indicative of future results.
Four things a portfolio X-ray reveals
Facts about how your money is arranged — nothing here ranks funds or tells you to trade.
True holdings
Your funds' disclosed positions merged into one list, so you can see which companies actually carry the most of your money.
Fund overlap
A heatmap of how much any two funds hold in common — high overlap means you may own the same stocks several times over.
Concentration
Your largest single stock, the effective number of positions and how many companies and sectors you're spread across.
Diversification structure
A 0–100 structural read of breadth, concentration and sector spread — a description of arrangement, not a rating.
A note on the data
This X-ray works on illustrative, latest-disclosed top-holdings snapshots for a curated set of sample funds — built to show how look-through analysis works, not to mirror any live portfolio. Fund holdings change over time and are published in each scheme's official factsheet and portfolio disclosures; always verify there before acting.
Plan the full picture
Frequently asked questions
Gayatri Financial Synergy is an AMFI-registered Mutual Fund Distributor (ARN-315144), not a SEBI-registered Investment Adviser, and may earn commission on regular plans. 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.
Want a second look at your portfolio?
A NISM-certified planner in Faridabad / Delhi NCR can walk through your funds with you — free consultation.