List of Mutual Fund Categories
Equity Mutual Funds
An Equity fund is a type of mutual fund that pools funds from investors and invests in shares of companies listed on stock exchanges.
Flexi Cap
Invest across large mid and small cap stocks
Mid Cap
Invest minimum 65% in Mid Cap Companies
Value
Invest by Value Investing Strategy
Focused
Invest in focused small number of stocks
Nifty 50 Index
Invest in Nifty 50
Dividend Yield
Dividend Yield theme
Large and Mid Cap
Invest in Large and Mid cap stocks
Multi Cap
Invest in at least 65% assets in large, mid & small companies
Small cap
At least 65% investments in small size companies
Large Cap
Invest minimum 80% in Large Cap Companies
Contra
Invest against prevailing sentiment
ELSS
Get tax benefits
Auto
Invest in automobile and auto parts companies
Banks and Financial Services
Invest in banks and financial institutions
Consumption
Invest in companies benefiting from consumer spending
Energy and Power
Invest in energy, power, and utility companies
Global
Invest in international markets
Nifty Next 50 Index
Invest in Nifty Next 50
BSE Sensex Index
Invest in BSE Sensex index
Other Index Funds
Invest in other benchmark indices
Infrastructure
Invest in infrastructure-related businesses
Media and Entertainment
Invest in media and entertainment sector
MNC
Invest in multinational companies
Pharma and Health Care
Invest in healthcare and pharma companies
Service Industry
Invest in companies offering services
Technology
Invest in technology sector companies
Thematic
Invest based on specific themes or trends
Debt Mutual Funds
A Debt fund is a type of mutual fund that invests in fixed income instruments such as corporate bonds, government bonds, corporate debt securities, money market instruments, etc.
Low Duration
Funds with Macaulay Duration of 6-12 months.
Gilt Fund 10Y Constant Duration
Invest in government bonds with 10-year duration
Overnight
Invest in overnight securities
Banking and PSU
Invest in debt instruments of Banks, PSU Banks etc
Medium to Long Duration
Funds with Macaulay Duration of 4-7 years.
Gilt
Invest in government securities
Dynamic Bond
Invest in bonds, managed dynamically
Ultra Short Duration
Funds with Macaulay Duration of 3-6 months
Short Duration
Funds with Macaulay Duration of 1-3 years.
Long Duration
Long duration funds invest in debt instruments maintaining the fund's Macaulay Duration at more than 7 years.
Corporate Bond
Invest in corporate bonds
Liquid
Invest in liquid assets
Medium Duration
Funds with Macaulay Duration of 3-4 years.
Money Market
Medium duration funds invest in debt instruments such maintaining the fund's Macaulay Duration at 3-4 Years.
Floating Rate
Invest in floating rate instruments
Credit Risk
Invest in Corporate bonds with a lower credit quality
Hybrid Mutual Funds
A Hybrid fund is a type of mutual fund that invests in a mix of equity and debt instruments for stable returns as well as long term capital appreciation.
Equity Savings
At least 65% in equity, 10% in debt instruments
Multi Asset Allocation
Invest across asset classes, equity, debt, commodity etc
Dynamic Asset Allocation
Invest in a dynamic mix of equity and debt Instruments
Aggressive Hybrid
Aggressive investing in equity and debt instruments
Conservative Hybrid
Invest in a small portion in Equity, large portion in Debt
Arbitrage
Invest using arbitrage strategy