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 Flexicap Fund - Direct Plan - Growth vs Mirae Asset Large Cap Fund - Direct Plan - Growth
Portfolio Overlap Score
37.1%
MODERATE_CONVERGENCE
💡 Fiduciary Recommendation: Moderate overlap in core holdings. Ensure sector/cap allocations remain complementary.
Shared Constituent Holdings (6 Common Stocks/Bonds)
| Holding Ticker / Name | Weight in KOTAK_FLEXICAP_DIR | Weight in MIRAE_LARGECAP_DIR | Overlapping Weight |
|---|---|---|---|
| ICICI Bank Ltd (ICICIBANK) | 8.5% | 8.6% | 8.5% |
| HDFC Bank Ltd (HDFCBANK) | 7.8% | 9.8% | 7.8% |
| Infosys Ltd (INFY) | 6.2% | 7.4% | 6.2% |
| Reliance Industries Ltd (RELIANCE) | 5.5% | 9.2% | 5.5% |
| Larsen & Toubro Ltd (LT) | 4.9% | 4.9% | 4.9% |
| Tata Consultancy Services (TCS) | 4.2% | 5.2% | 4.2% |