Most investors hold 6–10 mutual funds and assume they're diversified. Often, 40–60% of holdings are the same underlying stocks in different wrappers. Upload your CAS — we'll show you the real picture in under a minute.
Sample · Overlap Snapshot
IllustrativeThree diagnostic views of your existing portfolio. Facts, not fund recommendations.
Pair-wise overlap percentages across every scheme you hold — so you can see which funds are doing the same job.
Your top 10 underlying stocks and sector exposures at the look-through level. The real concentration, not the marketing labels.
How your money is actually split across Large Cap, Mid Cap, Flexi, ELSS, Debt and others — versus what you assumed.
60 seconds end-to-end. No account needed for the diagnostic.
Drop in your CAMS or KFintech Consolidated Account Statement (PDF). Don't have one? We'll show you how to request it free in 2 minutes.
We map every scheme to its latest monthly holdings disclosure, then compute overlap, concentration, and allocation at the stock level.
A clean diagnostic report on screen — and emailed to you if you choose. Facts and figures only. No fund-switch prescriptions.
Two Large Cap funds can share 70%+ of the same Nifty 50 names. Holding both adds cost and complexity, not diversification.
When four schemes all hold the same top 10 stocks, your single-stock exposure can quietly cross what you'd consider safe.
Tracking 8 funds when 4 would do the same job means more KYC, more statements, more capital-gains math at exit — for no extra return.
No major broker shows you look-through overlap by default. This diagnostic is the missing view.
A 3-page diagnostic. Numbers, charts, and observations — no fund-switch directives.
The PDF is parsed in-session and discarded as soon as your report is generated. We do not retain holding-level data.
The report describes your portfolio as it is. It does not prescribe fund switches, redemptions, or new purchases.
Pankh Technology is an AMFI-registered Mutual Fund Distributor (ARN-361178). We are not a SEBI Investment Adviser.
60 seconds. No account. No CAS stored. Just a clean, honest look at the funds you already own.