Do your funds own the same things?
Two funds that hold the same stocks are one bet wearing two names. Pick two or three funds and see how much of their portfolios genuinely differ — shared sector exposure from the full portfolio, and the common names in their disclosed top-10 holdings.
- Kotak Nifty G-Sec July 2033 Index Fund
Add one more fund.
The classic check: your large cap fund against your flexi cap fund. Same stocks, two expense ratios.
Data: NYVO research systems; holdings dates are shown on each fund’s own page. Overlap is a factual property of two portfolios, not advice to hold or sell either fund. Mutual fund investments are subject to market risks; read all scheme related documents carefully.