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
ICICI Prudential Value Discovery Fund - Direct Plan - Growth vs Mirae Asset Large Cap Fund - Direct Plan - Growth
Portfolio Overlap Score
21.9%
TRUE_DIVERSIFICATION
💡 Fiduciary Recommendation: Excellent portfolio complementarity with minimal cross-scheme holding duplication.
Shared Constituent Holdings (4 Common Stocks/Bonds)
| Holding Ticker / Name | Weight in ICICI_VALUE_DIR | Weight in MIRAE_LARGECAP_DIR | Overlapping Weight |
|---|---|---|---|
| ICICI Bank Ltd (ICICIBANK) | 8.5% | 8.6% | 8.5% |
| Infosys Ltd (INFY) | 5.5% | 7.4% | 5.5% |
| ITC Ltd (ITC) | 4.5% | 4.5% | 4.5% |
| Bharti Airtel Ltd (BHARTIARTL) | 6.2% | 3.4% | 3.4% |