Blog
Data-driven insights on mutual fund overlap, diversification, and portfolio construction for Indian investors.
HDFC vs ICICI vs SBI: Which AMC's Funds Overlap the Most?
We compared internal overlap within India's 3 largest AMCs. HDFC has the highest at 58% average. See the full data with internal overlap matrices.
Flexi Cap vs Large Cap: Should You Hold Both?
Flexi Caps invest 60-70% in large caps. We show the exact overlap data, the exceptions, and better alternatives.
Best Mutual Fund Combinations for Low Overlap (2026)
5 model portfolios with exact overlap percentages. Data-backed combinations 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 virtually every one.
How Many Mutual Funds Should You Hold? The Overlap Problem
The average investor holds 8-12 schemes. Research shows 3-5 well-chosen funds beats 10+ every time.
Top 10 Most Overlapping Mutual Fund Pairs in India (2026)
136 funds analysed. Here are the pairs with the highest overlap — and what to do about it.
What is Mutual Fund Overlap? A Complete Guide for Indian Investors
Everything about portfolio overlap — what it is, why it matters, how to calculate it, and how to fix it.