How to Check Portfolio Overlap + Direct vs Regular Funds Explained | Chalo Numbers Smjhe Episode 3
Автор: Akshat Malhotra @ Pennywise
Загружено: 2025-09-06
Просмотров: 41
Are your mutual fund schemes secretly overlapping? 🤔
In this video, we sit with Naman Jain to review his portfolio and break down the concept of Portfolio Overlap using two popular schemes - HDFC Flexi Cap and PPFAS Flexi Cap.
You’ll learn how portfolio overlap helps avoid over-diversification and why it’s important for building an efficient portfolio.
We'll also give you a quick tour of a Mutual Fund Factsheet - what information it contains and how to use it to make better decisions.
Finally, we’ll cover a common confusion: how to identify Regular vs Direct Mutual Fund Schemes.
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