Portfolio Overlap

Scheme A
Scheme B

SCHEME A

  • % WEIGHT

  • In Scheme A, not in scheme B
  • common stocks

SCHEME B

  • IN SCHEME B, NOT IN SCHEME A
Note: The Venn diagram potrays portfolio overlap between scheme A and B. Cash is not included.
percentage portfolio overlap
50
# common stocks
50
# uncommon stocks in A
48
# total stocks in A
50
# uncommon stocks in B
53
# total stocks in B
Stocks Overlapping in mutual fund schemes
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