Should I Invest in Two Flexi Cap Funds?
You can, but only if overlap is low and the funds bring different styles. Many flexi cap funds share large-cap anchors, so a second flexi cap often duplicates exposure instead of diversifying it.
Key Takeaways
- •Compare overlap before adding a second flexi cap fund.
- •Consider a different category if overlap is above 50%.
- •One flexi cap plus one mid cap or small cap may diversify better.
FAQ
Are two flexi cap funds ever useful?
Yes, when managers have clearly different positioning and low stock overlap.