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

Published: April 21, 2022 at 6:00 am

Last Updated on April 23, 2022

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.

  • 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 use the freefincal mutual fund (and stock) portfolio tracker on Google sheets.
  • That is if you get the freefincal mutual fund and stock tracker for Rs. 800 OR if you get the freefincal mutual fund tracker for Rs. 500, the fund overlap tool will be sent to you for free automatically.
  • Existing users of these Google sheet trackers can send us an email (used in the purchase) to get the overlap tool for free.
  • 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.

Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - main dashboard
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – main dashboard

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.

Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - the notes page with helpful instructions
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – the notes page with helpful instructions

This is the summary of results.


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New Tool! => Track your mutual funds and stocks investments with this Google Sheet!
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - results 1
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – results 1

One fund vs another (10 combinations) screenshot.

Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - results 2
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – results 2

Equity sector allocation for equity funds and hybrid funds

Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - results 3
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – results 3
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - results 4
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – results 4

Bond credit rating allocation page.

Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool - results 4
Screenshot of the Freefincal Mutual Fund Portfolio Overlap Tool – results 4

How to get the Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition) for free?!

  1. 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!
  2. Get either the mutual fund tracker for Rs. 500 or the mutual fund and stock tracker for Rs. 800 (one-time purchase, all future updates and bug fixes are free and will be sent via [email protected])
  3. You will also get the link for the Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition).
  4. You can also head straight to the store links:  Get the freefincal mutual fund and stock tracker for Rs. 800 OR get the freefincal mutual fund tracker for Rs. 500. The fund overlap tool will be sent to you for free automatically.
  5. Existing users of these Google sheet trackers can send us an email (used in the purchase) to get the overlap tool for free.
  6. 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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Pattabiraman editor freefincalDr M. Pattabiraman(PhD) is the founder, managing editor and primary author of freefincal. He is an associate professor at the Indian Institute of Technology, Madras. He has over nine years of experience publishing news analysis, research and financial product development. Connect with him via Twitter or Linkedin or YouTube. Pattabiraman has co-authored three print books: (1) You can be rich too with goal-based investing (CNBC TV18) for DIY investors. (2) Gamechanger for young earners. (3) Chinchu Gets a Superpower! for kids. He has also written seven other free e-books on various money management topics. He is a patron and co-founder of “Fee-only India,” an organisation for promoting unbiased, commission-free investment advice.
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