Lesson 4 of 5Back to course
Holdings, sector mix, and overlap
Spot concentration, duplication, and benchmark drift.
This lesson is part of Mutual Fund Selection Framework and turns the course plan into a real route with practical context, companion surfaces, and a guided next step.
Support registry rows
11
In progress
4
Blocked
3
Support continuity
amitbhawani@gmail.com
Format
Portfolio review
Duration
17 min
Course level
Beginner
Access
Free
What to prepare before this lesson
Basic understanding of SIPs or long-term investing
No prior fund-analysis experience required
Keep one category page and one fund detail route open while learning
What this lesson unlocks
Spot concentration, duplication, and benchmark drift.
Read category, benchmark, and risk information correctly
Compare funds using holdings, returns, and costs
Build a basic long-term fund shortlist with confidence
Included support assets
Fund shortlist worksheet
Risk and benchmark comparison cheat-sheet
SIP decision framing template
Lesson path
Lesson 1Fund categories and what they meanVideo lesson · 16 minLesson 2Risk, benchmark, and suitabilityFramework lesson · 18 minLesson 3Returns without return-chasingTable walkthrough · 14 minLesson 4Holdings, sector mix, and overlapPortfolio review · 17 minLesson 5Build a shortlist and take actionPractical module · 12 min
Next best move
Lesson operating note
The education layer now has real lesson destinations instead of stopping at course-level summaries. The remaining work is progress persistence, media embeds, replay assets, and bundle-aware access control, but this route already gives users a concrete lesson-by-lesson reading path.