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How to Analyse your Mutual Fund Portfolio? | Investment Masterclass

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CA Rachana Phadke Ranade

In today's video, we will understand how to Analyse your Mutual Funds Portfolio. Let me know in the comments section if you are enjoying the Investment Masterclass series.

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Portfolio Overlap Tool:
Advisor Khoj: https://www.advisorkhoj.com/mutualfu...
The Fundoo: https://www.thefundoo.com/Tools/Portf...
Free Fincal: https://freefincal.com/mutualfundpo...
Note: We are not responsible for any of the data irregularities on these websites.

What is covered?
00:00 Start
00:28 Introduction
00:58 What is a Mutual Fund portfolio overlap?
01:37 How to calculate Mutual Fund portfolio overlap
03:28 Solution 1 Advisorkhoj
05:17 Solution 2 thefundoo
07:03 How to make Investment Decision using the Portfolio Overlap tool
09:17 Conclusion

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