Blog
Data-driven insights on mutual fund overlap for Indian investors. 28 guides covering overlap analysis, fund comparisons, and portfolio construction.
How Much Should You Allocate to REITs?
A framework for sizing a REIT allocation alongside your equity and debt portfolio.
REITs vs Direct Property vs Real Estate Mutual Funds
Liquidity, minimum investment, costs and control compared across all three routes.
REIT Taxation: A Complete Guide
How the interest, dividend, rental and capital gains components of a REIT distribution are taxed.
Comparing India's 5 REITs Side by Side
Yield, occupancy, tenant quality and sector mix compared across all five listed REITs.
GIFT City Taxation & Schedule FA Reporting
What resident Indians need to disclose, and how tax treatment differs by product.
Long-Short Strategies: How They've Performed Globally
Decades of HFRI data on long-short and sector rotation strategies, and what it suggests for India's SIFs.
Complete List of GIFT City Funds & Platforms
Outbound retail funds, UDR access, ETFs and Global Access Platforms available today.
Is the ₹10 Lakh SIF Minimum Worth It?
A decision framework for whether a SIF allocation makes sense for your portfolio size.
How to Invest in GIFT City via LRS
The practical remittance process, documentation, and what to expect from your bank.
SIF Taxation: A Complete Guide
How different SIF categories are actually taxed, based on holdings not category name.
GIFT City Funds vs Domestic Mutual Funds vs SIFs
Currency exposure, minimums, cost, and access route — compared side by side.
Do SIFs Overlap With Your Mutual Funds?
Checking whether a SIF's holdings duplicate what you already own.
Comparing SIF Performance Across AMCs (2026)
Since-inception returns and AUM across live SIF schemes, and how to actually read the numbers.
What is a REIT? Complete Guide for Indian Investors
India's 5 listed REITs, SEBI rules, yields, risks and taxation.
What is GIFT City? Complete Guide for Indian Investors
India's International Financial Services Centre — how resident Indians invest via LRS, available products, risks and taxation.
Complete List of SIF Funds in India (2026): AMCs, Brands & Schemes
Every AMC running Specialised Investment Funds, their brand names, live schemes and strategy categories.
SIF vs Mutual Fund vs PMS: Which One is Right for You?
Minimum investment, flexibility, cost, liquidity, regulation and taxes — compared side by side.
What is a SIF (Specialised Investment Fund)? Complete Guide
SEBI's new ₹10L-minimum category between mutual funds and PMS — strategies, risks, and how it compares.
The Right Mutual Fund Portfolio at Every Age: 20s, 30s, 40s, 50s
Age-specific portfolios with exact allocations. 4 models, overlap-checked.
How to Build Your First Mutual Fund Portfolio (No Overlap, No Mistakes)
4 model portfolios from ₹5K to ₹50K SIP. Pre-checked for zero overlap. Step-by-step with the 3 rules that prevent all mistakes.
Index Fund vs Active Fund: The Overlap Nobody Talks About
Active Large Cap funds overlap 70%+ with Nifty 50. You're paying 10x the fees for 30% different stocks.
Your International Diversification is Probably Just 5 US Tech Stocks
Parag Parikh + Nasdaq 100 + direct US stocks = the same Microsoft, Apple, NVIDIA repeated 3 times. The data.
The 5-Minute Mutual Fund Portfolio Checkup
Are your SIPs duplicating each other? Step-by-step checkup with before/after examples to find and fix hidden overlap.
ELSS Overlap: Is Your Tax-Saving SIP Wasting Money?
Started a new ELSS every tax season? They probably hold the same stocks. Data on why you only need one.
HDFC vs ICICI vs SBI: Which AMC's Funds Overlap Most?
Internal overlap within India's 3 largest AMCs. HDFC averages 58%. Full matrices and recommendations.
Flexi Cap vs Large Cap: Should You Hold Both?
Flexi Caps invest 62% in large caps. Exact overlap data, the exceptions, and better alternatives.
Best Mutual Fund Combinations for Low Overlap (2026)
5 model portfolios with exact overlap percentages for true diversification.
Large Cap Fund Overlap: Do They All Hold the Same Stocks?
14 Large Cap funds compared. The top 10 stocks appear in every single one.
How Many Mutual Funds Should You Hold?
3-5 well-chosen funds beats 10+ every time. Three model portfolios with overlap data.
Top 10 Most Overlapping Mutual Fund Pairs in India (2026)
136 funds analysed. Here are the pairs with the highest overlap.
What is Mutual Fund Overlap? A Complete Guide
Everything about portfolio overlap — what it is, why it matters, and how to fix it.