OverlapInsight - Fund Overlap Calculator

OverlapInsight compares two mutual fund schemes and shows how much their portfolios overlap-shared stocks, overlap percentage, and holdings breakdown.

If you hold multiple funds, they often end up owning the same names. This tool makes that visible so you can tell whether you actually diversified or just added another wrapper around similar stocks.

OverlapInsight mutual fund overlap calculator

Features

  • Search and compare two mutual funds
  • Overlap percentage and common holdings
  • NAV history and sector allocation per fund
  • Full holdings list for each scheme

Tech Stack

  • Next.js
  • React
  • TypeScript
  • Tailwind CSS