top of page


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


Equity Mutual Funds: Are you investing for capital growth or downside protection?
Most investors are lured to equity investing with a dream of making exponential returns. A lot of investors have burnt their hands...
Shwealth
Mar 233 min read
bottom of page




