Topics to discuss:
-What do we actually mean by overlap in mutual funds?
-How is over-diversification different from overlap? Is it the same thing?Why do investors feel that adding more funds leads to more returns?
-If a particular market cap (like midcap or small cap) is performing well and investors add multiple funds from that category, how can that backfire?
-How does overlapping actually curtail returns and reduce profit in a portfolio?
-How can investors check whether their portfolio is overlapping or not?
-What methods or strategies can investors use to identify overlap?
-What degree of overlap is acceptable, and how much overlap is a strict no requiring exit from a fund?
-If another fund in the same category has better exposure or strategy, should investors exit the existing one and buy the better-performing one? How should they decide?

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by Amit Kukreja