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Data-driven insights on mutual fund overlap for Indian investors. 10 guides covering overlap analysis, fund comparisons, and portfolio construction.

The Right Mutual Fund Portfolio at Every Age: 20s, 30s, 40s, 50s

Age-specific portfolios with exact allocations. 4 models, overlap-checked.

4 model portfolios from ₹5K to ₹50K SIP. Pre-checked for zero overlap. Step-by-step with the 3 rules that prevent all mistakes.

Active Large Cap funds overlap 70%+ with Nifty 50. You're paying 10x the fees for 30% different stocks.

Parag Parikh + Nasdaq 100 + direct US stocks = the same Microsoft, Apple, NVIDIA repeated 3 times. The data.

Are your SIPs duplicating each other? Step-by-step checkup with before/after examples to find and fix hidden overlap.

Started a new ELSS every tax season? They probably hold the same stocks. Data on why you only need one.

Internal overlap within India's 3 largest AMCs. HDFC averages 58%. Full matrices and recommendations.

Flexi Caps invest 62% in large caps. Exact overlap data, the exceptions, and better alternatives.

5 model portfolios with exact overlap percentages for true diversification.

14 Large Cap funds compared. The top 10 stocks appear in every single one.

3-5 well-chosen funds beats 10+ every time. Three model portfolios with overlap data.

136 funds analysed. Here are the pairs with the highest overlap.

Everything about portfolio overlap — what it is, why it matters, and how to fix it.