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
SBI Contra Fund - Direct Plan - Growth vs Mirae Asset Large Cap Fund - Direct Plan - Growth
Portfolio Overlap Score
12.2%
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 SBI_CONTRA_DIR | Weight in MIRAE_LARGECAP_DIR | Overlapping Weight |
|---|---|---|---|
| HDFC Bank Ltd (HDFCBANK) | 4.5% | 9.8% | 4.5% |
| ITC Ltd (ITC) | 4.2% | 4.5% | 4.2% |
| State Bank of India (SBIN) | 6.8% | 3.5% | 3.5% |