Do your mutual funds own the same shares?

Two funds overlap in a company when both hold it. For each shared company this page takes the smaller of the two weights — if one fund puts 8% of its money in a share and the other puts 3%, then 3% is the part that genuinely sits in both. Added up across every shared company, that is how much of the two funds is the same portfolio under two names.

From each scheme's own reported portfolio, as published by the fund house and supplied through our data source. Portfolios are disclosed monthly, so the figures are as at the latest disclosure date, not today. Nothing here is estimated or modelled.

It does not have to. Amounts only change one figure: the combined weight of a company across everything you hold. Without them, every fund is counted equally, and the page says so where it matters. With them, each fund's weights are scaled by its share of your total — which is the true figure.

That is not a question this page answers, and anyone who answers it without knowing your goals, your timeframe and your tax position is guessing. What the page gives you are the counts. What they mean for you is a conversation to have with a qualified adviser or your mutual fund distributor.

Amounts stay in this tab and are never sent. What you type in the search box, and the schemes you pick, are looked up via our server to fetch public scheme data; nothing is saved to an account. Your plan and option choice (Direct or Regular, Growth or IDCW) may be remembered in this browser. There is no sign-up and no account.