When is portfolio overlap acceptable in mutual funds? Experts explain when common stocks become a concentration risk
Livemint·September 29, 2026
Portfolio overlap between mutual funds is not necessarily a problem, particularly when schemes have different strategies, risk profiles or portfolio roles. However, excessive overlap can leave investors with concentrated exposure despite holding multiple funds.
This article was sourced from Livemint. Read the full article at the original publisher.
Read full article at Livemint →