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Personal Finance News

The Economic Times

Personal Finance / The Economic Times

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Fund houses face fresh compliance push on portfolio overlap

SEBI now requires fund houses to cap portfolio overlap between sectoral/thematic funds and other equity schemes at 50%, giving them three years to comply. This move aims to enhance diversification and prevent investors from unknowingly holding duplicate stocks across multiple funds. Wealth managers urge investors to also scrutinize their personal portfolios for such overlaps.

13 May 2026 6:18 am