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  • shubh05

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    6 months

    Simplify overlapping MF

    Okay so I’ll keep this short. On the Coin app, I have portfolio of some 30 lakhs and total 22 mutual funds. (Tho just 5-6 hold 80% of the value) Looking at the comments from other similar posts on this sub, I have started to think if I should re-structure the funds by first analysing the funds that overlap with each other. Can’t do it manually, too much effort. Is there any reliable tool which can do this for me? - Analyse stock holdings of all the funds - Check for overlapping stocks - A brief report on funds that must be exited. Thank ya!
    5

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