This is a major update to the popular Equity Mutual Fund Portfolio Comparison Tool. The biggest limitation of working with Value Research was that the entire portfolio was not compared. Now the sheet uses the entire portfolio listed at Moneycontol to make the comparison.
Use the excel tool to compare mutual fund stock holdings and determine the extent of portfolio overlap among your mutual fund holdings. The tool can help you build a well-diversified equity portfolio.
I have checked it with equity funds and balanced funds. I have not yet checked it with debt funds.
Note: Just because there is large overlap among your funds, you don’t need to press the panic button and make changes to your portfolio. If you think a change is needed, make it gradually.
Here is a couple of screenshots comparing HDFC Top 200, HDFC equity and HDFC Prudence.
Connect with us on social media
- Twitter @freefincal
- Subscribe to our Youtube Videos
- Posts feed via: Feedburner
- We are also on Google PlusandPinterest
Do check out my books
Get it now. It is also available in Kindle format.
Gamechanger: Forget Startups, Join Corporate & Still Live the Rich Life You WantMy second book is meant for young earners to get their basics right from day one! It will also help you travel to exotic places at low cost! Get it or gift it to a youngearner
The ultimate guide to travel by Pranav SuryaThis is a deep dive analysis into vacation planning, finding cheap flights, budget accommodation, what to do when travelling, how travelling slowly is better financially and psychologically with links to the web pages and hand-holding at every step. Get the pdf for ₹199 (instant download)
Free Apps for your Android PhoneAll calculators from our book, “You can be Rich Too” are now available on Google Play!
Install Financial Freedom App! (Google Play Store)
Install Freefincal Retirement Planner App! (Google Play Store)
Find out if you have enough to say "FU" to your employer (Google Play Store)