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
Sectoral
Sector/Theme based investing
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
Equity Index Fund
Invest in Equity Index
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 with 10 year Constant duration
Invest in G-Secs with constant Macaulay Duration of 10 years
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
Funds with Macaulay Duration of 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
Invest in money market instruments
Floater
Invest in floating rate instruments
Credit Risk
Invest in Corporate bonds with a lower credit quality
Debt Index Fund
Invest in Debt Index
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 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
Hybrid Index Fund
Invest in Hybrid Index