Equity Fund Categories

Mid Cap Fund
At least 65% investment in mid cap stocks

Multi Cap Fund
At least 65% investment in equity & equity related instruments

Large Cap Fund
At least 80% investment in equity & equity related instruments

Small cap Fund
At least 65% investment in small cap stocks

Large & Mid Cap Fund
At least 35% investment in large cap stocks and 35% in mid cap stocks

Flexi Cap Fund
An open ended dynamic equity scheme investing across large cap, mid cap, small cap stocks

Focused Fund
Focused on the number of stocks (maximum 30) with at least 65% in equity & equity related instruments

Dividend Yield Fund
Predominantly invest in dividend yielding stocks, with at least 65% in stocks

Value Fund
Value investment strategy, with at least 65% in stocks

Sectoral/ Thematic Fund
At least 80% investment in stocks of a particular sector/ theme

Contra Fund
Scheme follows contrarian investment strategy with at least 65% in stocks

ELSS
At least 80% in stocks in accordance with Equity Linked Saving Scheme, 2005, notified by Ministry of Finance