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MUTUAL FUND SCHEMES

Equity Funds Schemes


 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

Other
Index Funds
Fund-of-Funds

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