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.
Practical advice + calculators for you to develop personalised investment solutions
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