Mutual Funds

Get In Touch

Mutual Funds

Equity Funds

Equity Funds

These mutual funds select stocks for investment from the largest 100 stocks listed in the Indian markets (highest market capitalization).

Mid Cap Mutual Funds are equity funds that invest in the mid-sized companies of India. The companies are some of the fastest-growing companies in India and are at a stage today's leaders were a few years back.

These mutual funds select stocks for investment from the small cap category, which includes all stocks except largest 250 stocks (by market capitalization).

These mutual funds primarily invest in stocks selected from all the listed stocks in the Indian market (NSE/BSE).

Large and Mid Cap Mutual Funds are equity funds that invest in India's top 200 companies. These funds bring together India's biggest companies,

Tax-planning funds cater to the investors' need of minimizing tax burden on the returns from investments. They are also called equity-linked tax saving funds or ELSS.

Hybrid Funds are mutual fund schemes which invest in more than one asset class i.e. equity, debt and other asset classes depending on the investment objective of the scheme.

If the company's market value is less than its intrinsic value, then it is considered to have 'value'. Therefore, a Value Fund is an equity fund which invests in stocks of companies having 'value'.

Short-term debt funds primarily invest in debt instruments with shorter maturity or duration.

Debt funds

Debt funds

Overnight Funds are a type of open-ended debt scheme that invests in debt securities maturing the next day.

A Liquid Mutual Fund is a debt fund which invests in fixed-income instruments like commercial paper, government securities, treasury bills, etc.

Ultra Short Duration Funds are debt funds that lend to companies for a period of 3 to 6 months.

Low Duration Funds are debt Mutual Fund Schemes which as per the SEBI categorisation circular should invest in Debt & Money Market instruments

A debt fund is a mutual fund scheme that invests in fixed income instruments, such as Corporate and Government Bonds, corporate debt securities, and money market instruments etc.

Medium duration funds are debt funds that lend to quality companies for 3 or more years. The longer tenure of loan means these funds returns are subject to the interest rate changes that borrowing companies

Long Duration funds are debt funds that lend to quality companies for 5 or more years. The tenure of loan means that investment.

DBFs invest in debt securities of different maturity profiles. These funds are actively managed and the portfolio varies dynamically according to the interest rate view of the fund managers.

A debt fund is a mutual fund scheme that invests in fixed income instruments, such as Corporate and Government Bonds, corporate debt securities.

Credit risk funds are debt funds that lend at least 65% of their money to not-so-highly rated companies.

Banking and PSU funds are debt funds that lend only to banks and public sector companies. The high quality of borrowers allows these loans mean the risk of default is very less.

Gilt funds are debt funds that invest primarily in government securities. These funds have no risk of non-payment of interest or principal amount but get affected by interest rate movements

Gilt funds with 10 year constant duration are open-ended debt mutual funds. According to SEBI, these funds invest at least 80% of their total assets in government securities where the Macaulay duration for the portfolio is 10 years or more.

Unlike a typical debt fund where the return is fixed, a floating rate fund provides diversification to your fixed-income portfolio at a low investment limit.

Hybrid Funds

Hybrid Funds

In addition to these two asset classes, hybrid funds may also invest in cash and cash equivalents, money market instruments, and/or gold.

Balanced funds, also known as hybrid funds, are a class of mutual funds that contain a bond (debt) component and a stock (equity) component in a specific ratio in a single portfolio.

Aggressive hybrid funds are mutual funds that primarily invest in stocks and allocate only a limited amount of capital toward debt instruments.

Dynamic asset allocation funds are a type of balanced funds or Hybrid Funds. Most of the funds in this category are invested and spread across various sectors including equity funds, real estate, stocks, and bonds.

Arbitrage funds are hybrid mutual funds that generate returns by using the strategy of simultaneously buying and selling of securities in different markets to take advantage of different prices.

Hybrid Funds are mutual fund schemes which invest in more than one asset class i.e. equity, debt and other asset classes depending on the investment objective of the scheme.

International Funds

International Funds

International mutual funds work like regular mutual funds. The investments are made in the Indian rupee. A fund manager invests your money in foreign companies listed on foreign exchanges. The fund manager either builds an investor's portfolio after buying companies' stocks or invests in a global fund.

International mutual funds work like regular mutual funds. The investments are made in the Indian rupee. A fund manager invests your money in foreign companies listed on foreign exchanges. The fund manager either builds an investor’s portfolio after buying companies’ stocks or invests in a global fund.