Annual Report

India Mutual Fund Overlap Report - 2026

1,100 funds analyzed across 25AMCs. Built from MFXray's current indexed overlap dataset and refreshed March 26, 2026.

Funds Tracked
1,100
Stock Positions
63,476
Pairs Computed
300,048
Avg Active Overlap
65.5%
40%+ Pairs
125

Executive Summary

  • 1,100 equity-oriented mutual funds tracked
  • 63,476 individual stock positions parsed
  • 300,048 overlap pairs computed in the pipeline
  • 65.5% average overlap across the current indexed active-fund pair set
  • 125 indexed active pairs exceed 40% overlap

Start With These Compare Pages

These are the strongest high-overlap pairs from the current indexed set and the best entry points for readers coming from the report.

Monthly Movers Worth Opening

Use these compare pages to inspect the pairs that changed the most in the latest tracked month.

Top 50 Most Overlapping Fund Pairs

RankFund PairAMCCategoryOverlap
1ADITYA BIRLA SUN LIFE NIFTY IT ETF vs Mirae Asset Nifty IT ETFABSL / MiraeTechnology100.0%
2ADITYA BIRLA SUN LIFE NIFTY IT ETF vs SBI Nifty IT ETFABSL / SBITechnology100.0%
3IB20-Groww Nifty Smallcap 250 Index Fund vs HDFC NIFTY SMALLCAP 250 ETFGroww / HDFCSmall Cap100.0%
4IB20-Groww Nifty Smallcap 250 Index Fund vs Motilal Oswal Nifty Smallcap 250 Index FundGroww / MotilalSmall Cap100.0%
5IB20-Groww Nifty Smallcap 250 Index Fund vs SBI Nifty Smallcap 250 Index FundGroww / SBISmall Cap100.0%
6IB23-Groww Nifty EV & New Age Automotive ETF vs ICICI Prudential Nifty EV & New Age Automotive ETFGroww / ICICIAuto100.0%
7IB23-Groww Nifty EV & New Age Automotive ETF vs Mirae Asset Nifty EV and New Age Automotive ETFGroww / MiraeAuto100.0%
8HDFC BSE 500 ETF vs HDFC BSE 500 INDEX FUNDHDFC / HDFCIndex - Broad Market100.0%
9HDFC BSE 500 ETF vs ICICI Prudential BSE 500 ETFHDFC / ICICIIndex - Broad Market100.0%
10HDFC BSE 500 INDEX FUND vs ICICI Prudential BSE 500 ETFHDFC / ICICIIndex - Broad Market100.0%
11HDFC NIFTY 50 ETF vs HDFC Nifty 50 Index FundHDFC / HDFCIndex - Large Cap100.0%
12HDFC NIFTY 50 ETF vs ICICI Prudential Nifty 50 ETFHDFC / ICICIIndex - Large Cap100.0%
13HDFC NIFTY 50 ETF vs Mirae Asset Nifty 50 ETFHDFC / MiraeIndex - Large Cap100.0%
14HDFC NIFTY 50 ETF vs SBI Nifty Index FundHDFC / SBIIndex - Large Cap100.0%
15HDFC NIFTY 50 ETF vs SBI Nifty 50 ETFHDFC / SBIIndex - Large Cap100.0%
16HDFC NIFTY SMALLCAP 250 ETF vs Motilal Oswal Nifty Smallcap 250 Index FundHDFC / MotilalSmall Cap100.0%
17HDFC NIFTY SMALLCAP 250 ETF vs SBI Nifty Smallcap 250 Index FundHDFC / SBISmall Cap100.0%
18HDFC Nifty 50 Index Fund vs ICICI Prudential Nifty 50 ETFHDFC / ICICIIndex - Large Cap100.0%
19HDFC Nifty 50 Index Fund vs Mirae Asset Nifty 50 ETFHDFC / MiraeIndex - Large Cap100.0%
20HDFC Nifty 50 Index Fund vs SBI Nifty Index FundHDFC / SBIIndex - Large Cap100.0%
21HDFC Nifty 50 Index Fund vs SBI Nifty 50 ETFHDFC / SBIIndex - Large Cap100.0%
22ICICI Prudential Nifty 50 ETF vs Mirae Asset Nifty 50 ETFICICI / MiraeIndex - Large Cap100.0%
23ICICI Prudential Nifty 50 ETF vs SBI Nifty Index FundICICI / SBIIndex - Large Cap100.0%
24ICICI Prudential Nifty 50 ETF vs SBI Nifty 50 ETFICICI / SBIIndex - Large Cap100.0%
25ICICI Prudential Nifty EV & New Age Automotive ETF vs Mirae Asset Nifty EV and New Age Automotive ETFICICI / MiraeAuto100.0%
26ICICI Prudential Nifty IT ETF vs Mirae Asset Nifty IT ETFICICI / MiraeTechnology100.0%
27Kotak Nifty 100 Low Volatility 30 Index Fund vs Mirae Asset Nifty 100 Low Volatility 30 ETFKotak / MiraeLow Volatility100.0%
28Mirae Asset Nifty 200 Alpha 30 ETF vs TATA NIFTY200 ALPHA 30 INDEX FUNDMirae / TataAlpha100.0%
29Mirae Asset BSE Select IPO ETF vs Motilal Oswal BSE Select IPO ETFMirae / MotilalThematic100.0%
30Mirae Asset Nifty IT ETF vs SBI Nifty IT ETFMirae / SBITechnology100.0%
31Mirae Asset Nifty 50 ETF vs SBI Nifty Index FundMirae / SBIIndex - Large Cap100.0%
32Mirae Asset Nifty 50 ETF vs SBI Nifty 50 ETFMirae / SBIIndex - Large Cap100.0%
33Mirae Asset Nifty Bank ETF vs Motilal Oswal Nifty Bank Index FundMirae / MotilalIndex - Other100.0%
34Mirae Asset Nifty Financial Services ETF vs TATA NIFTY FINANCIAL SERVICES INDEX FUNDMirae / TataBanking & Finance100.0%
35Motilal Oswal Nifty Smallcap 250 Index Fund vs SBI Nifty Smallcap 250 Index FundMotilal / SBISmall Cap100.0%
36Motilal Oswal Nifty 200 Momentum 30 ETF vs Motilal Oswal Nifty 200 Momentum 30 Index FundMotilal / MotilalMomentum100.0%
37Motilal Oswal Nifty Realty ETF vs TATA NIFTY REALTY INDEX FUNDMotilal / TataReal Estate100.0%
38Motilal Oswal Nifty 500 Momentum 50 Index Fund vs Motilal Oswal Nifty 500 Momentum 50 ETFMotilal / MotilalMomentum100.0%
39Motilal Oswal Nifty 500 Momentum 50 Index Fund vs Nippon India Nifty 500 MomentumMotilal / NipponMomentum100.0%
40Motilal Oswal Nifty 500 Momentum 50 ETF vs Nippon India Nifty 500 MomentumMotilal / NipponMomentum100.0%
41Motilal Oswal Nifty Capital Market ETF vs TATA NIFTY CAPITAL MARKETS INDEX FUNDMotilal / TataBanking & Finance100.0%
42SBI Nifty Index Fund vs SBI Nifty 50 ETFSBI / SBIIndex - Other100.0%
43SBI Nifty Consumption ETF vs SBI Nifty India Consumption Index FundSBI / SBIConsumption100.0%
44ADITYA BIRLA SUN LIFE NIFTY 200 MOMENTUM 30 ETF vs Motilal Oswal Nifty 200 Momentum 30 ETFABSL / MotilalMomentum100.0%
45ADITYA BIRLA SUN LIFE NIFTY 200 MOMENTUM 30 ETF vs Motilal Oswal Nifty 200 Momentum 30 Index FundABSL / MotilalMomentum100.0%
46ADITYA BIRLA SUN LIFE NIFTY IT ETF vs ICICI Prudential Nifty IT ETFABSL / ICICITechnology100.0%
47IB20-Groww Nifty Smallcap 250 Index Fund vs Motilal Oswal Nifty Smallcap 250 ETFGroww / MotilalSmall Cap100.0%
48HDFC BSE SENSEX ETF vs HDFC BSE Sensex Index FundHDFC / HDFCIndex - Large Cap100.0%
49HDFC BSE SENSEX ETF vs ICICI Prudential BSE Sensex ETFHDFC / ICICIIndex - Large Cap100.0%
50HDFC BSE SENSEX ETF vs SBI BSE Sensex ETFHDFC / SBIIndex - Large Cap100.0%

Top 30 Most Commonly Held Stocks

StockSectorHeld ByAvg Wt
HDFC Bank LimitedBanks519 (47%)7.05%
ICICI Bank LimitedBanks509 (46%)6.18%
State Bank of IndiaBanks481 (44%)4.54%
Bharti Airtel LimitedTelecom - Services470 (43%)3.55%
Infosys LimitedIT - Software457 (42%)3.84%
Reliance Industries LimitedPetroleum Products453 (41%)4.54%
Axis Bank LimitedBanks451 (41%)3.72%
Larsen & Toubro LimitedConstruction427 (39%)3.41%
Maruti Suzuki India LimitedAutomobiles427 (39%)2.58%
Mahindra & Mahindra LimitedAutomobiles423 (38%)2.90%
Eternal LimitedRetailing403 (37%)2.24%
Kotak Mahindra Bank LimitedBanks397 (36%)3.05%
Bajaj Finance LimitedFinance366 (33%)2.42%
NTPC LimitedPower359 (33%)2.53%
Sun Pharmaceutical Industries LimitedPharmaceuticals & Biotechnology353 (32%)2.44%
Tata Consultancy Services LimitedIT - Software349 (32%)3.04%
ITC LimitedDiversified FMCG343 (31%)2.50%
UltraTech Cement LimitedCement & Cement Products339 (31%)1.73%
InterGlobe Aviation LimitedTransport Services336 (31%)1.82%
Bharat Electronics LimitedAerospace & Defense335 (30%)2.44%
Tech Mahindra LimitedIT - Software324 (29%)1.60%
Hindustan Unilever LimitedDiversified FMCG309 (28%)2.26%
Shriram Finance LtdFinance299 (27%)1.99%
Tata Steel LimitedFerrous Metals299 (27%)1.93%
Titan Company LimitedConsumer Durables299 (27%)1.89%
TVS Motor Company LimitedAutomobiles292 (27%)2.22%
SBI Life Insurance Company LimitedInsurance291 (26%)1.57%
Hindalco Industries LimitedNon - Ferrous Metals285 (26%)1.82%
Apollo Hospitals Enterprise LimitedHealthcare Services279 (25%)1.70%
HCL Technologies LimitedIT - Software274 (25%)2.21%

Category-Wise Average Overlap

CategoryFundsWithinCross
Debt - Other5972.0%0.0%
Thematic5780.1%78.3%
Mid Cap5695.3%67.4%
Banking & Finance4576.8%79.1%
Index - Large Cap4491.0%73.4%
Small Cap4399.7%0.0%
Index - Other3296.5%76.7%
Technology3298.5%75.8%
Value/Contra3195.3%62.3%
Consumption2982.3%0.0%
Multi Cap2999.8%72.5%
Momentum2586.1%61.1%
Flexi Cap2599.7%70.2%
International2599.7%0.0%
Balanced Advantage240.0%0.0%
Large Cap2464.3%66.6%
Healthcare2475.6%0.0%
ELSS230.0%64.0%
Multi Asset230.0%60.8%
Equity - Other220.0%76.1%

Averages are computed from MFXray's current indexed overlap pair set, not from every possible long-tail combination.

Monthly Change Highlights

Latest month in the dataset: 2026-02

  • New stock signals: 25
  • Dropped stock signals: 7
  • Biggest increases tracked: 25
  • Sector shifts tracked: 25
Read the monthly report →

AMC Coverage

AMCFundsAvg Holdings
ICICI9460
Kotak8949
ABSL8149
Motilal7182
Axis6956
HDFC6885
SBI6855
Nippon6662
DSP5444
Mirae4994
Tata4850
Edelweiss4461
Baroda BNP3841
Franklin3536
Invesco3540
Groww3284
LIC2959
Quant2521
Mahindra2445
PGIM2244
Bajaj2046
Canara Robeco1562
Samco1244
PPFAS645
Shriram661

Methodology and Data Source

All data is sourced from SEBI-mandated monthly portfolio disclosures published by individual AMCs. MFXray refreshes the dataset monthly and computes pair overlap from stock-level holdings, excluding debt, cash-like instruments, and treasury positions.

For calculation details, exclusions, and refresh cadence, see Methodology.

Last updated: March 26, 2026.