The document outlines different types of mutual fund schemes including equity funds such as diversified, value, special, sectoral, and tax saving funds. It also describes debt fund schemes like money market, short-term bond, long-term bond, gilt, and fixed maturity plans. Hybrid schemes include aggressive, conservative, dynamic asset allocation, and multi asset allocation funds. Finally, it mentions solution-oriented schemes for retirement and children as well as other fund types like index funds and fund-of-funds.
The document outlines different types of mutual fund schemes including equity funds such as diversified, value, special, sectoral, and tax saving funds. It also describes debt fund schemes like money market, short-term bond, long-term bond, gilt, and fixed maturity plans. Hybrid schemes include aggressive, conservative, dynamic asset allocation, and multi asset allocation funds. Finally, it mentions solution-oriented schemes for retirement and children as well as other fund types like index funds and fund-of-funds.
The document outlines different types of mutual fund schemes including equity funds such as diversified, value, special, sectoral, and tax saving funds. It also describes debt fund schemes like money market, short-term bond, long-term bond, gilt, and fixed maturity plans. Hybrid schemes include aggressive, conservative, dynamic asset allocation, and multi asset allocation funds. Finally, it mentions solution-oriented schemes for retirement and children as well as other fund types like index funds and fund-of-funds.
Diversified Equity Funds–Large-cap(ex. HDFC Top 200, Reliance Growth Fund, and Kotak30) Mid-cap(ex. HDFC Capital Builder and HSBC Midcap Equity Fund) Small-cap (ex. Sundaram BNP Paribas Select Small Cap Fund) Value (ex. ICICI Prudential Discovery, Tata Equity PE and UTI Master Value) Special (ex. ICICI Child Care Plan–Gift Plan, Tata Young Citizen’s Fund, and UTI Mahila Unit Scheme) Sectoral (ex. Reliance Diversified Power Sector Fund, Reliance Pharma Fund, and Reliance Media Entertainment) Tax Saving (ex. equity linked saving scheme and pension scheme) Quant Debt Fund Schemes Money Market/Liquid (ex. treasury bills, commercial paper, certificate of deposit) Short-term Bond (ex. HSBC Ultra Short Term Bond Fund and Kotak Bond Short Term) Long-term Bond (ex. government dated securities and corporate bonds) Gilt Floating Rate Fixed Maturity Plans Capital Protection Schemes Hybrid-oriented schemes Aggressive Conservative Dynamic Asset Allocation Multi Asset Allocation Arbitrage Equity Savings Solution-oriented schemes Retirement Children’s