Equity

Large Cap (Large Capitalization) is an asset sub-class that consists of stocks or funds that invest in companies with a large market capitalization. These are well-established, financially stable companies with a strong market presence and consistent performance history.

Small Cap (Small Capitalization) is an asset sub-class that consists of stocks or funds investing in companies with a relatively smaller market capitalization. These companies are in the early stages of growth and have high potential for future expansion but also come with higher risk and volatility.

Mid Cap (Mid Capitalization) is an asset sub-class that includes stocks or funds investing in companies with a medium-sized market capitalization. These companies offer a balance between the stability of large-cap stocks and the high growth potential of small-cap stocks.

A Multi Cap Fund is a type of equity mutual fund that invests in companies across different market capitalizations—large-cap, mid-cap, and small-cap stocks. This strategy provides a diversified portfolio, reducing risks associated with investing in a single market segment.

A Thematic Consumption Fund is an equity mutual fund that invests in companies benefiting from rising consumer demand. These funds focus on industries and sectors driven by consumption patterns, including:

• FMCG (Fast-Moving Consumer Goods) – Food, beverages, personal care, and household products
• Automobiles – Car manufacturers, two-wheelers, and auto components
• Retail & E-commerce – Supermarkets, online shopping platforms, and fashion retailers
• Media & Entertainment – Streaming services, television, and digital media
• Consumer Durables – Electronics, home appliances, and white goods
• Travel & Leisure – Hotels, airlines, and tourism services

A Large & Mid Cap Fund is an equity mutual fund that invests in both large-cap and mid-cap stocks, offering a mix of stability and high-growth potential.

A Focused Fund is an equity mutual fund that invests in a concentrated portfolio of up to 30 stocks across market capitalizations (large-cap, mid-cap, and small-cap). Unlike diversified funds, which spread investments across many stocks, focused funds aim to maximize returns by investing in a limited number of high-conviction bets.

A Flexi Cap Fund is an equity mutual fund that invests across large-cap, mid-cap, and small-cap stocks without any fixed allocation limits. This provides fund managers the flexibility to shift investments dynamically based on market conditions and opportunities.

A Thematic (Business Cycle) Fund is a type of equity mutual fund that follows a business cycle-based investment strategy. These funds allocate assets dynamically based on the different phases of the economic cycle, such as expansion, peak, slowdown, and recovery.

A Thematic (Manufacturing Sector) Fund is an equity mutual fund that focuses on investing in companies engaged in manufacturing, production, and industrial activities. These funds aim to capitalize on India's growing manufacturing sector, industrialization, and government initiatives such as Make in India and Production Linked Incentive (PLI) schemes.

A Flexi Cap Fund is a type of equity mutual fund that has the flexibility to invest across companies of different market capitalizations—large-cap, mid-cap, and small-cap stocks—without any fixed allocation constraints.

A Multi Cap Fund is a type of equity mutual fund that invests in companies across different market capitalizations, including large-cap, mid-cap, and small-cap stocks. Unlike Flexi Cap funds, Multi Cap funds are required to maintain a minimum allocation across different categories, ensuring a balanced portfolio structure.

A Value-Oriented mutual fund follows the value investing strategy, where the fund manager seeks to invest in undervalued stocks that have strong fundamentals but are currently trading at a lower price than their intrinsic value.

A Dividend Yield Mutual Fund primarily invests in stocks of companies that have a high dividend yield. These companies have a strong track record of distributing dividends regularly, which indicates financial stability and consistent earnings.

Thematic Transportation and Logistics mutual funds primarily invest in companies that are involved in the transportation, logistics, and allied industries. These funds focus on businesses that facilitate the movement of goods and people, including sectors such as automobiles, auto components, aviation, railways, shipping, warehousing, and supply chain management.

A thematic defence sector mutual fund primarily invests in companies involved in the defence, aerospace, and allied industries. These funds focus on businesses that manufacture, develop, and supply equipment, technology, and services for national security, defence modernization, and aerospace advancements.

Sectoral/Thematic Healthcare funds are equity mutual funds that focus on investing in companies operating in the healthcare sector. This includes pharmaceutical companies, biotechnology firms, medical device manufacturers, hospitals, diagnostics, and healthcare service providers.

Thematic Quant-Based funds are equity mutual funds that use quantitative models and algorithms to select stocks for investment. Instead of relying on traditional human judgment or discretionary stock picking, these funds use data-driven approaches, statistical models, and mathematical techniques to build and rebalance portfolios.

A Focused Fund is an equity mutual fund that invests in a limited number of stocks, typically up to 30 companies, instead of diversifying across a broad range of stocks.

A Sectoral – Technology Fund is an equity mutual fund that primarily invests in companies from the technology sector. These funds focus on IT and tech-driven industries, such as software, hardware, digital services, and emerging tech trends like AI, cloud computing, and cybersecurity.

A Thematic – Banking and Financial Services Fund is an equity mutual fund that primarily invests in stocks of companies operating within the banking, financial services, and insurance (BFSI) sector. These funds are categorized under thematic funds, meaning they focus on a specific theme rather than being diversified across multiple industries.