How to Handle Parag Parikh Flexi & HDFC Flexi, both? #MutualFunds

本站添加: 2026-05-28

[00:00:00]How to handle duplicate funds in your portfolio? Like if I'm holding both Parag Parikh Flexi and HDFC Flexi. Parag Parikh has international stocks as 10% of the portfolio. HDFC doesn't do that.

[00:00:12]HDFC is concentrated with just 63 instruments. Parag Parikh has over 200.

[00:00:17]HDFC looks for stocks that will benefit from the next cycle. Parag Parikh looks for stocks that are coming today at a discount to fair price. Bottom line is if the funds are different enough, I'm not worried. But I don't go only by the overlap because that changes every few months when they buy and sell stocks.

[00:00:34]Save this for later and have a profitable day.