Mutual Fund Insights
Independent quantitative analysis, portfolio overlap research, and actionable frameworks to help Indian mutual fund investors cut bloat and compound smarter.
Why Arbitrage Funds Are Excluded from Equity Overlap: A Complete Guide
Understand how mutual fund arbitrage works, why arbitrage funds hold equity without directional stock risk, and how our analyzer handles them.
Understanding Concentration Risk & Expense Ratio Overlap in Mutual Funds
Why holding multiple mutual funds silently inflates your costs and concentrates your capital, plus how to size risk against your total portfolio net worth.
The Illusion of Diversification: What is the 'Effective' Number of Stocks?
Think holding 5 mutual funds with 300+ stocks makes you safe? Learn how the Herfindahl-Hirschman Index (HHI) reveals where your money is actually concentrated.
How to Build a Diversified Mutual Fund Portfolio
A step-by-step guide on selecting the right mix of mutual funds, avoiding benchmark hugging, and achieving true diversification without clutter.
Are You Paying Active Fees for a Closet Index Fund? How to Test Benchmark Overlap
Discover what closet indexing is, why fund managers hug benchmark indices like Nifty 50, and how to test your portfolio with our Benchmark Comparison tool.
Understanding Mutual Fund Overlap: The Hidden Concentration Risk
Learn how mutual fund overlap can quietly lead to high concentration risk in your investment portfolio, why arbitrage funds create false alarms, and how to fix it.
Step-by-Step Guide: How to Use the Mutual Fund Overlap Tracker
A comprehensive manual on selecting funds, adjusting portfolio weights, testing benchmark overlap, and interpreting every chart and metric in our overlap analyzer.
Updated Every Month When AMCs Disclose Holdings
We track monthly portfolio disclosures across Indian mutual fund AMCs on the 20th of every month. Check back regularly to see how new fund manager buys and sells affect your portfolio overlap.
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