INCOME TAX6 Sept 2026
Already invested in flexi-cap? Avoid these 3 categories when adding more funds to limit portfolio overlap | Mint
Already hold a flexi-cap fund as half your portfolio? Another equity fund may add overlap, not spread. DSP Mutual Fund's September 2026 report shows only 25% to 36% of equity exposure is genuinely different from the average flexi-cap portfolio. Balanced Advantage Funds overlap most, with 75.3% already covered. More funds can simply mean more of the same. So review holdings before adding.
Key Statutory Highlights
- If a flexi-cap fund makes up 50% of your portfolio, adding another equity fund category may create significant overlap instead of diversification.
- DSP Mutual Fund's September 2026 report finds only 25% to 36% of equity exposure is genuinely different from the average flexi-cap portfolio.
- Balanced Advantage Funds have the highest overlap: 75.3% of their equity exposure is already present in the flexi-cap portfolio.
Actionable Advice for Taxpayers / Founders:Before adding any new equity fund, compare its stock holdings with your flexi-cap fund and check whether you are really gaining new exposure or simply owning more of the same.
Statutory Disclaimer: TaxQue Shorts are AI-assisted editorial briefs for compliance awareness. This brief has not passed every source check; confirm the original notification before acting. This does not constitute formal legal or CA counsel.
TaxQue News Desk
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