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Mutual fund (Types (Types (based on asset class) (Equity/growth funds …
Mutual fund
Types
Types
(based on risk)
High risk
Medium risk
Low risk
Types
(based on structure)
Open ended funds
Close ended funds
Interval funds
Types
(based on asset class)
Equity/growth funds
:point_right: high risk
:point_right: high returns
:point_right: long term investment
Large cap
:point_right: market cap >= $10 billion
:point_right: low risk
Mid cap
:point_right: >= $2b market cap <=$10b
Small cap
:point_right: market cap <= $2b
Micro cap
:point_right: >= 50m & <=$2b
Nano cap
:point_right: mc <= $50m
Debt/Income funds
:point_right: safe investment
:point_right: fixed returns
:point_right: short term investment
Money market/Liquid funds
Balanced/Hybrid funds
:point_right: 60% invested in stocks
:point_right: 40% invested in debts
Tax saving funds
(ELSS)
Terms
Short term
(1~3 years)
Mid term
(3~5 years)
Long term :
(5~10 years)
Plans
Direct
Regular