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Types Of Funds

  • Diversified Equity Mutual Fund Scheme
    A mutual fund scheme that achieves the benefits of diversification by investing in the stocks of companies across a large number of sectors. As a result, it minimizes the risk of exposure to a single company or sector.

  • Sectoral Equity Mutual Fund Scheme
    A mutual fund scheme which focuses on investments in the equity of companies across a limited number of sectors -- usually one to three.

  • Index Funds
    These funds invest in the stocks of companies, which comprise major indices such as the BSE Sensex or the S&P CNX Nifty in the same weightage as the respective indice.

  • Equity Linked Tax Saving Schemes (ELSS)
    Mutual Fund schemes investing predominantly in equity, and offering tax deduction to investors under section 80 C of the Income Tax Act. Currently rebate u/s 80C can be availed up to a maximum investment of Rs 1,00,000. A lock-in of 3 years is mandatory.

  • Monthly Income Plan Scheme
    A mutual fund scheme which aims at providing regular income (not necessarily monthly, don't get misled by the name) to the unit holder, usually by way of dividend, with investments predominantly in debt securities (upto 95%) of corporates and the government, to ensure regularity of returns, and having a smaller component of equity investments (5% to 15%)to ensure higher return.

  • Income schemes
    Debt oriented schemes investing in fixed income securities such as bonds, corporate debentures, Government securities and money market instruments.

  • Floating-Rate Debt Fund
    A fund comprising of bonds for which the interest rate is adjusted periodically according to a predetermined formula, usually linked to an index.

  • Gilt Funds
    These funds invest exclusively in government securities.

  • Balanced Funds
    The aim of balanced funds is to provide both growth and regular income as such schemes invest both in equities and fixed income securities in the proportion indicated in their offer documents. They generally invest 40-60% in equity and debt instruments.

  • Fund of Funds
    A Fund of Funds (FoF) is a mutual fund scheme that invests in other mutual fund schemes. Just as fund invests in stocks or bonds on your behalf, a FoF invests in other mutual fund schemes