True Diversification Engine
Mutual Fund Portfolio Overlap & Duplication Diagnostic
Mutual fund portfolio overlap and duplication diagnostics. Holding multiple funds often creates illusory diversification: paying two different asset managers double expense fees to buy the exact same underlying Indian blue-chips.
Pairwise Portfolio Duplication
HDFC Arbitrage Fund - Direct Plan - Growth Option vs Mirae Asset Large Cap Fund - Direct Plan - Growth
Portfolio Overlap Score
59.9%
HIGH_DUPLICATION_RISK
💡 Fiduciary Recommendation: Severe portfolio overlap. Holding both funds provides illusory diversification with doubled expense fees.
Shared Constituent Holdings (10 Common Stocks/Bonds)
| Holding Ticker / Name | Weight in 129052 | Weight in MIRAE_LARGECAP_DIR | Overlapping Weight |
|---|---|---|---|
| HDFC Bank Ltd (HDFCBANK) | 14.17% | 9.8% | 9.8% |
| Reliance Industries Ltd (RELIANCE) | 12.17% | 9.2% | 9.2% |
| ICICI Bank Ltd (ICICIBANK) | 9.81% | 8.6% | 8.6% |
| Infosys Ltd (INFY) | 7.26% | 7.4% | 7.26% |
| Tata Consultancy Services (TCS) | 5.09% | 5.2% | 5.09% |
| Larsen & Toubro Ltd (LT) | 4.72% | 4.9% | 4.72% |
| ITC Ltd (ITC) | 4.9% | 4.5% | 4.5% |
| Axis Bank Ltd (AXISBANK) | 4.0% | 3.8% | 3.8% |
| State Bank of India (SBIN) | 3.81% | 3.5% | 3.5% |
| Bharti Airtel Ltd (BHARTIARTL) | 4.54% | 3.4% | 3.4% |