Download the app
← Latest news

SEBI tells fund houses to cap overlapping stock bets at 50 percent

Economy
Published on 13 May 2026
SEBI tells fund houses to cap overlapping stock bets at 50 percent

Your fund may hold the same stocks twice

SEBI has mandated that fund houses cap portfolio overlap between sectoral or thematic funds and other equity schemes at 50%, with three years to comply. The regulator says the rule will improve diversification and stop investors from unknowingly owning duplicate stocks across multiple funds. Wealth managers add that individuals should also check their own holdings for overlap.

  • SEBI caps overlap between sectoral thematic and other equity funds at 50%
  • Fund houses get three years to implement the compliance change
  • Goal is better diversification and fewer duplicate stock exposures
  • Investors are urged to review personal portfolios for overlaps too
Read the full story at The Economic Times

This summarization was done by Beige for a story published on The Economic TimesThe Economic Times

The full experience is on mobile.

Swipe through stories, personalise your feed, and save articles for later — all on the app.