Portfolio Overlap

2 articles tagged Portfolio Overlap.

March 29, 2026·2 min read

The HDFC Bank Monopoly: Why Your 'Diversified' Portfolio is Actually 47% One Stock

Think you’re diversified because you hold five different mutual funds? Our data reveals that HDFC Bank is held by 47% of all tracked funds. Here is the truth about the 'HDFC Bank Effect' on your portfolio.

March 29, 2026·3 min read

HDFC vs. Parag Parikh: The Flexi Cap Showdown That Might Surprise You

Think all Flexi Cap funds are the same? Our X-Ray analysis of HDFC Flexi Cap and Parag Parikh Flexi Cap reveals a surprisingly low 34.55% overlap. Here is why they are a perfect pair.