A new tool to compare five MF portfolios & find overlapping stocks

Last Updated on April 24, 2026 at 5:44 pm

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 Apr 2026: As on date the tool does not work. We are working on an upgrade. Stay tuned.

• 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.
• Please add pattu@freefincal.com 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.

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.