Last updated:
Top Mutual Fund Overlap Study — Indian Equity Portfolios
Pairs of flexi-cap and large-cap funds frequently exceed 50% stock overlap, limiting diversification despite holding multiple schemes.
Key Takeaways
- •HDFC Bank, Reliance, and Infosys dominate overlap lists.
- •Small-cap pairs can exceed 50% overlap too.
- •Index + active combinations need overlap checks.
FAQ
What overlap threshold is concerning?
Above 50% between two active equity funds often signals limited diversification benefit.