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Photo: iStock

How concentrated is your mutual fund scheme?

Diversified funds, too, can hold a concentration of their larger holdings and a much more diversified portfolio among the smaller holdings

Most mutual fund schemes diversify across stocks and sectors. But sometimes managers follow a concentrated strategy either due to a scheme’s mandate or because of the manager’s style. If these stock prices go up, the net asset value tends to rise sharply. But a concentrated portfolio can also backfire if the strategy goes wrong. Diversified funds, too, can hold a concentration of their larger holdings and a much more diversified portfolio among the smaller holdings.

Here is a list of funds with the highest concentration of top 10 holdings (data from valueresearchonline.com).

Here is a list of funds with the highest concentration of top 10 holdings
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Here is a list of funds with the highest concentration of top 10 holdings
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