Last Updated on April 23, 2022 at 7:22 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.
- 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.
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.
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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!
- 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])
- You will also get the link for the Freefincal Mutual Fund Portfolio Overlap Tool (Google Sheets edition).
- 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.
- 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. You can also use this email to send feedback on these tools.
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