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Moneycontrol edition: Equity Mutual Fund Portfolio Comparison Tool

This is a major update to the popular Equity Mutual Fund Portfolio Comparison ToolThe 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.

mutual-fund-portfolio-comparison-moneycontrol-1

mutual-fund-portfolio-comparison-moneycontrol-2

Download Link:

Update:

Aug 2016: Download the Equity Mutual Fund Portfolio Comparison Tool

Download the updated  Equity Mutual Fund Portfolio Comparison Tool

 

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3 thoughts on “Moneycontrol edition: Equity Mutual Fund Portfolio Comparison Tool

  1. Jayadeep Purushothaman

    I was worried about this too but didn't know you had a tool for that too! I had a hunch that 2 of my funds had too much of an overlap, but didn't want to check it manually! Checked it with the tool - it has 70%+ overlap! Need to get rid one of them. Thanks again! Let the DIY investors grow stronger and stronger!

    Reply
  2. Vipin Aeri

    Sir I am looking for a tool by which I can download my Portfolio from Money control to my excel worksheet.

    Reply

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