Equity funds2019-02-15T11:03:11+00:00

About Equity Funds

Multi Cap Fund  :Minimum investment in equity & equity related instruments- 65% of total assets
Large Cap Fund: Minimum investment in equity & equity related instruments of large cap companies- 80% of total assets
Large & Mid Cap Fund: Minimum investment in equity & equity related instruments of large cap companies- 35% of total assets Minimum investment in equity & equity related instruments of mid cap stocks- 35% of total assets
Mid Cap Fund: Minimum investment in equity & equity related instruments of mid cap companies- 65% of total assets
Small cap Fund: Minimum investment in equity & equity related instruments of small cap companies- 65% of total assets
Dividend Yield Fund: Scheme should predominantly invest in dividend yielding stocks. Minimum investment in equity- 65% of total assets
Value Fund: Scheme should follow a value investment strategy. Minimum investment in equity & equity related instruments – 65% of total assets
Contra Fund: Scheme should follow a contrarian investment strategy. Minimum investment in equity & equity related instruments – 65% of total assets
Focused Fund: A scheme focused on the number of stocks (maximum 30). Minimum investment in equity & equity related instruments – 65% of total assets. Funds will mention where the scheme intends to focus, viz.,multi cap, large cap, mid cap, small cap
Sectoral/ Thematic Fund: FundMinimum investment in equity & equity related instruments of a particular sector/ particular theme- 80% of total assets
ELSS ( Equity Linked Savings Scheme) :Minimum investment in equity & equity related instruments – 80% of total assets. An open ended equity linked saving scheme with a statutory lock in of 3 years and tax benefit