EQUITY MUTUAL FUND CATEGORIES AS PER SEBI GUIDELINES

Large Cap Fund

It invests atleast 80% investment in large cap stocks.

Large & Mid Cap Fund

It invests atleast 35% investment in large cap stocks and 35% in mid cap stocks.

Mid Cap Fund

It invests atleast 65% in mid cap stocks.

Small Cap Fund

It invests atleast 65% in small cap stocks.

Multi Cap Fund

It invests atleast 25% each in large, mid and small cap stocks.

Flexi Cap Fund

It invests atleast 65% investment in equity and equity-related instruments across market capitalisation at fund manager’s discretion.

Value Fund

It invests in Value investment strategy, with at least 65% in stocks

Contra Fund

It follows contrarian investment strategy with at least 65% in stocks. A fund house can either offer a contra or a value fund not both.

Focused Fund

It has atleast 65% investment in equity but can have a maximum of 30 stocks only

Sectoral or Thematic Fund

It invests atleast 80% investment in stocks of a particular sector/ theme.

ELSS Fund

It invests atleast 80% in stocks across market capitalisation in accordance with Equity Linked Saving Scheme, 2005, notified by Ministry of Finance

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