Wondering about the different types of mutual funds? Here, we categorise them based on asset class, investment goal, structure, and more
Fund Name | Description | Allocation |
---|---|---|
Equity | Invests in stocks | Variable in large-cap, mid-cap, small-cap |
Debt | Invests in bonds and debt securities | 80-100 percent |
Money market | Focuses on short-term, low-risk securities | Variable |
Hybrid | Mix of stocks and bonds | Variable |
Fund Name | Description | Allocation |
---|---|---|
Growth | Aims for long-term capital appreciation | Mostly in stocks |
Income | Seeks regular income through interest | Primarily in bonds |
Liquid | Focuses on high liquidity and safety | Predominantly in liquid assets |
Tax-Saving | Offers tax benefits under Section 80C | Mix of stocks and bonds |
Aggressive Growth | Seeks high returns with higher risk | Predominantly in high-growth assets |
Capital Protection | Aims to protect the capital invested | Mix of low-risk and capital protection assets |
Fixed Maturity | Has a fixed maturity date | Predominantly in fixed-income securities with the same maturity date |
Pension | Designed for retirement planning | Mix of growth and income assets tailored for retirement |
Fund Name | Description | Allocation |
---|---|---|
Open-ended | Offers unlimited shares at Net Asset Value | Varies, based on investor demand |
Closed-ended | Has a fixed number of shares traded on exchanges | Varies, may trade at a premium or discount |
Interval | Combines open-end and closed-end funds | Varies, typically allows limited redemptions at specified intervals |
Fund | Description | Allocation Percentage |
---|---|---|
Very-Low Risk | Focuses on capital preservation with minimal risk | Predominantly in low-risk assets |
Low-Risk | Aims for steady returns with relatively low risk | Mix of low to medium-risk assets |
Medium-Risk | Balances risk and return with moderate risk | Mix of low to high-risk assets |
High-Risk | Seeks potentially high returns with higher risk | Predominantly in high-risk assets |
Fund Name | 1-Liner Description |
---|---|
Concentrates on a specific industry or sector | Sector |
Passively tracks a market index | Index |
Invests in other mutual funds | Fund of Funds |
Focuses on developing economies | Emerging Market |
Invests in foreign markets | International |
Invests in both domestic and foreign markets | Global |
Invests in real estate properties or securities | Real Estate |
Focuses on commodity-related stocks | Commodity-Focused Stock |
Aims to generate returns regardless of market direction | Market neutral |
Profits from declining markets | Inverse |
Allocates across various asset classes | Asset Allocation |
Facilitates charitable giving | Gift |
Trades on stock exchanges like individual stocks | Exchange-Traded |