How can one handle overlap in their mutual fund portfolio?

Mutual Funds at Groww
Mutual Funds at Groww
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Published 2024-07-14
How can one handle overlap in their mutual fund portfolio?

Many small cap companies are quite big in size and present good investment opportunities. One should follow a disciplined approach and look for good narratives. Some Large and Mid Cap Funds invest in small cap stocks because this space has done well. They also invest in International Stocks to capture investment themes that are not available in India. One must diversify the mutual fund portfolio across investment styles and different equity fund categories. One can also have a concentrated strategy but they should follow this approach in the right way.

0:00 - Coming up
1:24 - Introducing Mr Vinit Sambre
3:23 - How can mutual funds contribute to the growth of the Indian economy? Which sectors may do well this year?
10:14 - The small and mid cap space continues to do well. In this context should investors exercise caution in this space?
13:50 - How does DSP Small Cap Fund pick stocks for its portfolio?
17:40 - Why do some large and mid cap funds have higher portfolio holdings towards small cap stocks and International Stocks?
22:25 - What are the biggest challenges and opportunities for equity investors today?
25:18 - What are the main risk concerns for equity investors in the current market?
27:40 - Which are the essential equity fund categories in a mutual fund investors portfolio? Should investors chase sectoral and thematic funds?
32:58 - How important are risk-adjusted returns for a mutual fund investor?
36:28 - How does DSP Mutual Fund incorporate new technologies and data analysis into their investment process?
40:00 - How should investors handle volatile equity markets?
43:47 - How can an investor avoid portfolio overlap in the equity fund portfolio? What are the implications of a higher portfolio overlap?
47:01 - What unique approach does Mr Vinit Sambre follow to find multibagger stocks?
50:51 - What are Mr Vinit Sambre’s learnings and mistakes from the equity markets?
53:53 - What are Mr Vinit Sambre’s book recommendations for mutual fund investors?
54:46 - Key Learnings

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