Compare Fund Holdings
Which disclosed securities do two schemes share?
Load complete same-month disclosures and compare unique ISIN intersection/union. Count-based overlap excludes weights and returns.
Common monthly disclosures
Find a tool, understand what it shows, and know what to check before using the result.
Follow a short guide from a disclosed portfolio to a useful research question.
17 tools to explore
Which disclosed securities do two schemes share?
Load complete same-month disclosures and compare unique ISIN intersection/union. Count-based overlap excludes weights and returns.
Common monthly disclosures
How do I keep research links and follow disclosure availability?
Save links in this browser, export/import a backup, and check for newly available scheme reporting dates. No account sync or external notifications.
Checks you trigger
What does a mutual fund own?
Choose a fund house, scheme and reporting period to explore disclosed holdings and sector allocation.
Monthly disclosures
What changed between two months?
Compare entries, exits and position changes within your chosen fund and reporting periods.
Monthly comparisons
Are more frequent disclosures available?
Compare available weekly snapshots. Currently limited to Shriram Mutual Fund.
Supported weekly disclosures
Which stocks have funds added to?
Rank increased stock positions across AMCs with comparable data. Inspect breadth and value changes together.
Monthly comparisons
Which stocks have funds reduced?
Explore reductions across comparable disclosures and open a stock to investigate its fund ownership.
Monthly comparisons
Which holdings are new or fully exited?
Find first appearances and complete exits between the selected snapshots, with coverage checks.
Monthly comparisons
Where are funds heavily positioned?
Explore concentration and ownership breadth. A high score describes positioning, not a forecast.
Monthly disclosures
Where are several funds building small positions?
Explore shared small positions and sustained accumulation using the available screener modes.
Monthly comparisons
What are small-cap or flexi-cap funds buying?
Narrow fund activity by scheme category. Some results are available as an account preview.
Monthly comparisons
Which large trades were reported?
Browse exchange-reported deals by date and stock, then compare them with disclosed fund holdings.
Exchange reporting dates
How does price momentum compare?
Explore relative strength readings on supported stocks alongside, and separately from, portfolio research.
Available price observations
How could contributions grow over time?
Model SIP and lump-sum scenarios with your own assumptions. Projections are hypothetical.
Your assumptions
What retirement corpus might I need?
Explore savings, inflation and withdrawal assumptions to understand a potential funding gap.
Your assumptions
Which fund houses and periods are supported?
Review included AMCs, disclosure frequency and history before interpreting a result.
Source-specific history
Where does the data come from?
Understand official sources, exclusions, snapshot comparisons and the limits of the analysis.
Reference