Overlapping of stocks in mutual fund schemes is a common pain point that emerges in the journey of many mutual fund investors. Mutual fund portfolio overlap occurs when you invest in different schemes, but there is a large degree of similarity in the underlying portfolio constituents.
Holding multiple mutual funds with Concentrated stocks, will result in the funds going up & down at the same time. It dilutes your effort of diversification.
Here are 2 free tools to compare your mutual funds overlap
Fundoo : [ Ссылка ]
Advisorkhoj : [ Ссылка ]
Mutual fund portfolio overlap research tools helps to know portfolio overlap when you invest in two or more different funds investing in the same asset.
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