Mutual Fund Overlap

Indian retail investors routinely hold multiple mutual funds without realizing how much of their portfolio is duplicated — the same underlying stocks, held across “different” funds, quietly canceling out the diversification they thought they had. There was no simple, SEBI-appropriate way to see this at a glance.

Enable built a focused web tool: pick up to five funds, and the platform computes the overlap in their actual holdings — visualized as heatmaps, treemaps, and intersection (“UpSet”) charts rather than a wall of numbers. The build is explicitly educational, not advisory: it never recommends a fund, never claims a “best” choice, and never guarantees an outcome — language and behavior enforced throughout the build per SEBI-appropriate compliance norms. A monthly ingest pipeline keeps holdings data current across roughly 48 asset management companies.

A public web app (Flask backend, Plotly/UpSet visualizations, Cloudflare-routed) plus the monthly data pipeline that keeps it current. In its first production run (April 2026), the system computed 132,430 individual fund-overlap pairs in a single month across the covered AMC universe. In July 2026 the platform expanded into a five-tool suite; its portfolio backtesting module grew deep enough to stand as its own case study.

Live and in monthly production. Ongoing traffic, user counts, and engagement figures aren't published here yet — no estimated numbers are shown until the client supplies verified data.

Python/Flask, SQLite + MySQL, Plotly + upsetplot, Cloudflare Worker routing, Railway deploy.