SEBI portfolio overlap rule explained #stocks #fyp #trading #investing #warrenbuffett
Most investors hold four or five equity funds and assume that's diversification. Often it isn't — funds from the same AMC frequently hold many of the same stocks, because they share a research team and a conviction list. Under SEBI's 2026 framework, sectoral and thematic funds can't share more than 50% of their portfolio with another equity scheme in the same AMC, with large-cap funds excepted. Existing schemes have three years to align. From this month, fund houses publish overlap data, so you can check your own holdings instead of guessing. Where to look: your AMC's website, under scheme disclosures. Educational content only. Not investment advice, and not a recommendation to buy, sell, hold or switch any scheme. Merchant Wealth — AMFI-registered Mutual Fund Distributor, ARN-347114 merchantwealth.in #SEBI #MutualFunds #PortfolioOverlap #IndianStockMarket #PersonalFinanceIndia #SIP #InvestingIndia
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