Skip portfolio overlap with flexi cap funds

In this episode of Mutual Fund Ki Baat, Namrata Arora speaks with Fatema Pacha, SVP and Fund Manager – Equities at Invesco Mutual Fund, about mutual fund portfolio overlap and how investors can evaluate their diversification. They discuss common portfolio overlap mistakes, active funds versus index funds, how to check overlapping stock holdings, and how to track changing allocations in flexi cap funds. Fatema also shares her perspective on mutual fund categories with lower overlap, how many funds an investor may need, diversification across asset classes, and how she selects stocks for her personal and professional portfolios. Watch this conversation to understand portfolio overlap, simplify your mutual fund portfolio, and learn why diversification involves more than simply owning multiple funds. 01:30 Guest Intro 03:50 Does owning more mutual fund mean better diversification? 07:53 What is the most common portfoilio overlap mistake investors make? 11:45 Why pick active funds over index fund 14:30 How can investors check portfolio overlap? 16:25 How does portfolio overlap occur between funds and how is it managed? 18:55 How should we track flexi cap fund's changing allocation? 20:55 Which mutual fund categories have the least overlap? 23:53 If you could pick just two mutual funds? 24:47 How many funds should an investor ideally own? 26:25 How to diversify your portfolio accross asset classes 29:20 How does Fatema select Stocks for herself as well as professionally 33:20 What is the one thing investors should do to fix portfoilio overlap? 37:01 Key takeaways This is solely for educational purposes. The securities/investments quoted here are not recommendatory. About Groww Groww is India’s Best Investment App and the Largest Stock Broker. Find us here: Android app: https://app.groww.in/v3cO/f9o4prne iOS app - https://app.groww.in/v3cO/tu0yrc3e Website - https://groww.in/ 🔔Groww -    / @groww   🔔Trading with Groww -    / @tradingwithgroww   🔔Ipo review by Groww -    / @iporeviewbygroww   Follow us on: Instagram:   / mutualfundswithgroww   Disclaimer: These are not any recommendations for any funds or stocks and are meant only for educational purposes. If you have any concerns with respect to Groww, please feel free to write to us at support@groww.in or you can call us at +91 9108800000. RA Disclaimer Link - https://groww.in/p/sebi-research-anal... Name of the Research Analyst - Shreesha Ramesh Desai SEBI Registration name & number - bit.ly/4iBf3z8