Equity Mutual Funds

Equity Mutual Funds Our in-house research team picks the right funds in alignment with your long term financial objectives. Our investment criteria’s include the stature and track record of the fund, the fund house and the fund manager.

• Bluechip: A category in diversified equity funds in which major exposure is into the large cap domain. This product is suitable for long term wealth creation with a buy and hold approach.
• Core Diversified: Core diversified equity funds have higher exposure to large cap stocks. These funds also take small exposure in mid cap stocks so as to generate more returns.
• Mid and Small Cap: Mid and Small cap funds add a lot of diversity to the portfolio and are capable of offering above-average returns when the markets are rising. At the same time, this category are more prone to volatility when markets tank.
• Balanced: Balanced funds are equity oriented hybrid funds which has around 60%-65% of the portfolio in equity and rest in debt. These funds give capital growth and are a medium to long term investment.
• Sector or Thematic funds: Investing in the stocks of only select sectors or industries. The returns in these funds are dependent on the performance of the respective sectors or industries. For eg: Banking, FMCG, Pharmaceuticals, I.T. etc. Thematic funds invest in multiple sectors and stocks pertaining to a specific theme.
• Arbitrage: Arbitrage fund is a type of mutual fund that leverages the price differential in the cash and derivatives market to generate returns. This product is suitable for investors who are seeking to generate low volatility returns over short to medium term.
• ELSS: Equity Linked Savings Schemes (ELSS) is an open-ended Equity Mutual Fund that doesn't just help you save tax, but also gives you an opportunity to grow your money. It qualifies for tax exemptions under section (u/s) 80C of the Indian Income Tax Act, 1961
• ETF: An exchange-traded fund (ETF) is an investment fund traded on stock exchanges, much like stocks. An ETF holds assets such as stocks, commodities and bonds. The return and risk on ETF is directly related to the underlying index or asset.