Portfolio articles

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Latest

portfolio8 Aug 20267 min read

How to Find Duplicate Mutual Funds in Your Portfolio

The four ways duplicate funds sneak into an Indian portfolio, how to spot them by AMC, category, top holdings, and fund manager, and how to consolidate to a leaner, cheaper set.

FinvestR Research Desk

More from the blog

portfolio25 Jul 20269 min read

Is your mutual fund portfolio over-diversified?

The four practical checks for over-diversification: count the funds, look at AMC overlap, measure category overlap, and check if your top 3 funds are doing all the work. With a worked example and a fix.

Parth