Interpreting portfolio overlap

Portfolio overlap measures how many of the same stocks two funds hold, and at what weight. High overlap means buying both adds little real diversification.

• Dhanik shows the % shared by weight and a list of stocks held by both.
• Rule of thumb: overlap above ~50% means the funds largely duplicate each other.
• Common with two large-cap or two flexi-cap funds.

Use it to avoid accidentally owning the same portfolio twice across "different" funds.

→ Check overlap in the Compare tab.