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Portfolio articles

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Cover image for: Quant's sweep: when one AMC tops five categories
portfolio12 Sept 20267 min read

Quant's sweep: when one AMC tops five categories

Five Quant funds at #1 in the September rankings is not five independent wins. It is one investment style working across a book. Here is the AMC-concentration question it raises.

FinvestR Research Desk#quant-mutual-fund #amc-concentration

More from the blog

Cover image for: How to Find Duplicate Mutual Funds in Your Portfolio
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#duplicate-funds #fund-overlap
Cover image for: Is your mutual fund portfolio over-diversified?
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#portfolio-construction #over-diversification