Wealth Simplified
Explore Mutual Fund Categories
Different mutual fund categories have different investment objectives, portfolio structures and risk characteristics.
Understanding the category can help investors better understand what a particular scheme is designed to do. Adeethya Investments does not use "best fund" or guaranteed-return positioning.
- Equity FundsPredominantly equity and equity-related securities.
- Flexi Cap FundsAcross large, mid and small cap, subject to mandate.
- Large Cap FundsPrimarily focused on large-cap companies.
- Mid Cap FundsPredominantly mid-cap companies.
- Small Cap FundsPredominantly small-cap; higher market risk possible.
- Hybrid FundsCombine asset classes per mandate.
- Debt FundsPredominantly debt and money-market instruments.
- Index FundsTrack a specified market index.
- ELSSTax-saving objective under law with statutory lock-in. Not tax advice.
Adeethya Investments · AMFI-registered Mutual Fund Distributor · ARN-366563. Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.