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Overlap, asset mix, cost and dormant folios, in plain English.
AMFI-registered mutual fund distributorARN-366347Distributor, not an investment adviser
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CAS_APR2026.pdf · 6 folios
Scheme / folioUnitsValue
Flexi Cap Fund — GrowthFolio ****39011,204.55₹8,42,110
Large Cap Fund — GrowthFolio ****77242,880.10₹6,10,480
Bluechip Fund — GrowthFolio ****1188944.20₹5,27,900
ELSS Fund — GrowthFolio ****44603,110.00₹3,18,240
Short Duration FundFolio ****90527,420.80₹2,96,700
Liquid Fund — GrowthFolio ****2317418.66₹1,44,020
What this portfolio looks like₹27.4 L · 6 schemes
64%Equity
Equity 64%
Debt 19%
ELSS (locked) 12%
Liquid 5%
!
38% overlap. Three of your equity funds hold largely the same top-20 stocks.
%
1.42% weighted expense ratio. Two schemes sit well above their category median.
₹
One dormant folio. No transaction since 2019, and the bank mandate has lapsed.
Illustrative example. Your report is generated from your own statement.
₹ 30 CrAssets under management
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Returns shown are past performance and do not guarantee future results. Mutual fund investments are subject to market risk; please read all scheme-related documents carefully.
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SONAM KUMAR
FOUNDER & DIRECTOR · PGDM (FAM) · 36 yearsT
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Mutual fund investments are subject to market risks. Read all scheme related documents carefully.
Disclosures
The fine print, printed at full size.
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