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