Answer Book question

Why do I have six mutual funds that all own the same companies?

Because six large-cap and flexi-cap funds all fish in the same pond. the biggest listed companies. and because each was sold to you separately by someone earning a commission on it. Six funds with the same top twenty holdings is one fund with six sets of fees. Consolidate.

By Kerala Rising · ·

Short answer

Because six large-cap and flexi-cap funds all fish in the same pond. the biggest listed companies. and because each was sold to you separately by someone earning a commission on it. Six funds with the same top twenty holdings is one fund with six sets of fees. Consolidate.

Real life

A doctor in Kottayam sends Kerala Rising his portfolio: seven funds, ₹34 lakh. Overlap analysis shows five of them share 70 percent of holdings. He is paying active-fund fees for what is effectively an index with extra cost.

What this means

Diversification is about different kinds of assets and companies, not different fund names. Two funds in the same category with similar mandates add cost, not diversification.

What to check

Category of each fund Top-10 holdings overlap Expense ratios Regular vs. direct plans Exit loads and tax on consolidating

What people often miss

Counting the number of funds as a measure of safety.

The Kerala / NRI angle

Bank relationship managers in Kerala rotate funds to generate fresh commission. The result is exactly this.

An example

Seven funds → three: one broad index fund, one mid-cap fund, one short-duration debt fund. Expense saving around 1 percent a year on ₹34 lakh ≈ ₹34,000/year, compounding.

When this may not be the right answer

Consolidating may trigger capital-gains tax and exit loads. Do it in stages, and with a registered adviser for large amounts.

What to do next

Run an overlap check Identify the redundant funds Consolidate gradually, watching tax

Related questions

I have ten SIPs. Is that diversification? What is an index fund?

Related Kerala Rising help

Kerala Rising Money

Sources and what to verify

SEBI investor education material · AMFI · RBI guidance on deposits · Kerala Rising is not a SEBI-registered investment adviser; product selection is for a registered adviser Rates, limits and whether you may qualify change. Confirm with the official source. Ask Kerala Rising: Tell us the amount, where it is now, and what it is for. We will help you frame the question before you speak to a registered adviser. and tell you what to ask them. WhatsApp +1 443 595 9000 · keralarising.com Kerala Rising › Money › Investing · Money 16

Before you act

This page is general orientation, not personal insurance, investment, medical, legal, lending, tax, or professional advice. Rules, rates, benefits, and claim or application decisions can change. Confirm the current position with the named official source and use a licensed or qualified professional where your situation requires one. Kerala Rising does not decide whether you may qualify, approve claims, or promise an outcome.