Last Updated on August 12, 2024 at 6:08 am
The freefincal mutual fund portfolio overlap tool (first published July 2017 and updated May 2019) is now fully updated to work blazing fast on Google Sheets. The features of the tool are listed below.
Updated Aug 2024 with SEBI classification of stock sectors!
- It allows you to compare the portfolio of five mutual funds. These can be a mix of equity funds, hybrid funds and debt mutual funds (excluding overnight funds).
- Suppose mf1, mf2,mf3,mf4 and mf5 are the fund chosen, we find the no of common stocks and percentage overlap in equity between mf1 and mf2; mf1 and mf3; …. mf2 vs m4 … mf4 vs mf5 (all 10 combinations).
- We can compare the sectoral distributions. For eg. mf1 has 10% of pains while mf2 has 5% of banks, mf4 has 25% of foreign equity
- We can compare the credit rating distribution in the case of hybrid funds and debt funds. For eg. mf1 has 15% of SOV bonds, mf2 has 5% of treasury bills, mf3 has 7% of AA bonds rated by CRISIL while mf4 has 9% of AA bonds rated by CARE etc.
- The portfolios are downloaded from Moneycontrol. The sheet is blazing fast on Google Sheets.
- What is the price of the sheet? The sheet is free to use, but it is available only to those who purchase the freefincal mutual fund (and stock) portfolio tracker on Google Sheets.
- Please add [email protected] to your contacts list to receive free updates and bug fixes.
Walkthrough video
Screenshots of Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition)
The tool is simple to use. All you need to do is choose fund names and the results will be updated within a few seconds.
If any fund is missing (say an NFO released after the publication of this tool), you can easily add its information following the instructions on the notes page.
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This is the summary of results.
One fund vs another (10 combinations) screenshot.
Equity sector allocation for equity funds and hybrid funds
Bond credit rating allocation page.
How to get the Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition) for free?!
- Head over to our Google Sheets portfolio tracker main page. See its features (there are video guides, too): Track your mutual fund and stock investments with this Google Sheet!
- Purchase one of our mutual fund trackers. For instance: MF & Stock Portfolio Tracker + Portfolio Visualization Module
- You will also get the link for the Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition) along with the purchase.
- Please add [email protected] to your contacts list to receive free updates and bug fixes. You can also use this email to send feedback on these tools.
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