Mutual Fund Tools

Free analytics built on the monthly portfolio disclosures of 42 AMCs — 648 schemes and 1,213 stocks, latest data as of 31 July 2026. No login, no limits.

Fund Overlap Checker

Compare any two mutual funds and see how much their portfolios overlap by weight, with the full list of shared stocks. Avoid holding the same stocks twice.

Check overlap →

Portfolio X-Ray

Enter all your funds with their weights and see your true combined exposure — top stocks, sectors, and hidden concentration across your whole portfolio.

X-ray my portfolio →

Scheme Composition

Pick any scheme and see its complete disclosed holdings — every stock with % to NAV, plus the sector breakdown.

Explore a scheme →

Browse the Data

The same data the tools run on, published as fast static pages

648 Fund Pages

Every scheme has its own page: full holdings, month-over-month "What Changed" (new entries, exits, weight moves) and 6-month holding trends.

1,213 Stock Pages

For every stock, see which mutual funds hold it, at what weight, and last month's fund activity — who bought, who sold, who entered or exited.

Guides

Plain-language explainers to get more out of the tools above

Mutual Fund Portfolio Overlap Explained

Why "different" funds often hold the same stocks.

Finding Hidden Concentration

Diversified by fund count isn't diversified by stock.

All Guides →

SEBI categories, XIRR, expense ratios, tax-saving and more.

Where the data comes from

SEBI requires every mutual fund to disclose its complete portfolio monthly. WealthKit collects these disclosures directly from each AMC's website, standardises them, and refreshes the site every month — so overlap percentages, X-ray results, and holdings always reflect the funds' latest published portfolios. Results are shareable: every tool encodes your selection in the URL.