Flexi-cap heavy portfolios: how to avoid overlap when adding more equity funds

With 50% of your portfolio allocated to flexi-cap funds, adding another equity fund category may bring significant overlap rather than diversification. Across major fund categories, only about 25% to 36% of equity exposure is genuinely different from one category to another. Anu Lekhi

With 50% of your portfolio allocated to flexi-cap funds, adding another equity fund category may bring significant overlap rather than diversification.

  • Across major fund categories, only about 25% to 36% of equity exposure is genuinely different from one category to another.

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