Should you invest in multiple mutual funds from the same category, or is one fund enough? 🤔
Many investors believe that holding multiple mutual funds automatically improves diversification. But is that really true? If you own several large-cap funds, flexi-cap funds, or mid-cap funds, your investments may overlap more than you realize.
In this video, Vikas Agarwal, Founder & CEO of ALTPORT, explains whether holding multiple mutual funds from the same category makes sense and what investors should consider before adding another fund to their portfolio.
📌 What You’ll Learn:
Is holding multiple mutual funds from the same category a good strategy?
How does portfolio overlap affect diversification?
Can multiple funds increase concentration in the same stocks?
When should you add another mutual fund to your portfolio?
How