I KNOW I HAVE A LOT OF OVERLAP IN MY PF, Pls help me to Rectify..
I’m investing for the long term (20+ years) through SIPs. I realize my portfolio has significant overlap across categories (large cap, mid cap, small cap, defence, infrastructure, gold, etc.), and several funds may hold many of the same stocks. I’m looking to simplify it while maintaining diversification and strong long-term returns. I’d appreciate feedback on which funds to keep, merge, or remove based on portfolio overlap, fund quality, AMC consistency, expense ratios, AUM, and overall strategy rather than just past returns.
u/Crazy_Day_2822 — 10 hours ago