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How relevant is "Overlap" between funds in Portfolio Construction
The blog explores the data behind investing in mutual fund schemes that have overlaps. The data unravels that overlaps can also result in good returns while also minimizing the risk.
Shwealth
Dec 53 min read


Flexicap Funds vs. DIY Large–Mid–Small Cap Combos: Which Strategy Delivers Better Results?
Flexicap funds have become a popular investment choice among investors who want exposure to midcap and smallcap segments without investing in dedicated midcap or smallcap schemes. These funds provide the potential for higher returns associated with mid and small caps, but with lower volatility and lower drawdowns than directly investing in those segments. For investors who prefer not to time their allocations between large, mid, and smallcap categories, flexicaps also remov
Shwealth
Nov 193 min read


ICICI Bluechip fund vs. Nifty 50 - Risk and Returns
ICICI Blue chip fund comparison with NIFTY 50
Shwealth
Feb 253 min read
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