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Mutual Fund Portfolio Overlap

Check the percentage overlap of portfolio between two funds in the same category.

Category

Fund 1

Fund 2

Disclaimer: Please note that the calculations displayed by this tool may not be 100% accurate, correct and/or complete and that they are intended solely for general information and education purposes. You should not take any action on the basis of the information provided by this application as it should NOT be considered as a substitute for any professional financial service or advice. The creator of this calculator is in no way liable of any actions that might be taken by users.

*This calculator has been sourced from Advisorkhoj.

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ITR Form	Base Rate **	Services Offered
ITR 1	Rs. 750+taxes	Only for ITR 1 filing, Single Form 16 and only Salary Income
ITR 1	Rs. 1000+taxes	Multiple form 16, interest income from FD/Savings ac & salary income
ITR 2	Rs. 3500+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, 1 Demat account, RSU Disclosure
ITR 2	Rs. 5000+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5, sale of RSU
ITR 2	Rs. 7500+taxes	Multiple form 16, Multiple house property, Capital gains from Indian stocks, house property, multiple Demat accounts – upto 5,sale of RSU, filing of form 67, dividends from foreign stocks
ITR 2	Cost will be discussed based on complexity	Other than the above cases
ITR 3	Rs. 12,500	F&O Income and RSU
ITR 3	Cost will be discussed based on complexity	If Audit required

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