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
Kotak Equity Arbitrage Fund - Direct Plan - Growth vs Mirae Asset Large Cap Fund - Direct Plan - Growth
Portfolio Overlap Score
22.5%
TRUE_DIVERSIFICATION
💡 Fiduciary Recommendation: Excellent portfolio complementarity with minimal cross-scheme holding duplication.
Shared Constituent Holdings (3 Common Stocks/Bonds)
| Holding Ticker / Name | Weight in KOTAK_ARBITRAGE_DIR | Weight in MIRAE_LARGECAP_DIR | Overlapping Weight |
|---|---|---|---|
| HDFC Bank Ltd (HDFCBANK) | 8.2% | 9.8% | 8.2% |
| Reliance Industries Ltd (RELIANCE) | 7.5% | 9.2% | 7.5% |
| ICICI Bank Ltd (ICICIBANK) | 6.8% | 8.6% | 6.8% |