This is an update to the popular Equity Mutual Fund Portfolio Overlap Checker
In this edition I have included all open-ended mutual funds from Value Research Online.
The tool extracts data from the portfolio page of VR Online for 3 mutual funds and determines
- the composition of equity and debt portfolios and plots a bar chart
- the overlap in portfolio among equity and equity oriented balanced funds (a suggestion by Ms. C K Aparna)
- common stocks among equity and equity oriented balanced funds and gives the combined value of each stock holding if the user inputs value of investment (a suggestion by Mr. V Muthu Krishnan)
There are some issues with portfolio comparison with debt and debt oriented balanced funds. If you are interested in such comparisons let me know. I will sort them out and post an updated version.
Here are some screenshots:
The main data entry page
Comparing portfolios of PPFAS LTVF, Franklin India Blue Chip and HDFC Balanced
Portfolio composition of Reliance MIP, HDFC Income Fund & Templeton India Govt Securities fund
Moneycontrol edition: Equity Mutual Fund Portfolio Comparison Tool (Oct 2016) Thanks to Prakash Warty for pointing out a bug (now corrected).