5
Intermediate PremiumBuilding a Portfolio
Learn asset allocation, diversification, portfolio overlap, and the core-satellite strategy.
Premium Content
This module includes interactive AI explanations and advanced metrics. Upgrade to unlock all 37 lessons.
1
Asset Allocation Basics
Equity, debt, and gold — how to split your investments.
2
Diversification vs Diworsification
Why 2-3 funds is enough and 15 is counterproductive.
3
Fund Overlap
How to detect if your funds hold the same stocks.
4
Core-Satellite Strategy
Build a stable core with focused satellites for alpha.
5
When to Rebalance
Annual vs threshold rebalancing and tax implications.
Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.