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Investments - Coggle Diagram
Investments
AssetType
Mutual Fund
IND_MF_L1
Equity
IND_MF_L2
Small cap
Mid cap
Large cap
Multi cap
Sector/ Thematic
Debt
IND_MF_L2
Govt debt
Corporate debt
Short/ Low duration
Medium/ Long duration
Credit risk
FMP
Arbitrage
Hybrid
Stock
MarketCap
Large cap
Mid cap
Small cap
Sector
Financial Services
Consumer Cyclical
Basic Materials
Consumer Defensive
Industrials
Real Estate
Utilities
Energy
Technology
Communication Services
Healthcare
ETF
Bond
Bond_OrgType
Public sector unit
Corporate bank
Public sector unit bank
Sovereign gold bond
Tax free
Corporate
FD
FD_OrgType
Bank
Corporate
Port office
PMS
AIF
AIFCategory
Category I
Category II
Category III
EPF
US Stocks
Real estate (to be depricated)
PropertyType_L2
Commercial
Residential
Other
PPF
NPS
AssetClassL2
Equity
Asset Type
Mutual Fund
IND_MF_L2
Small cap
Mid cap
Large cap
Multi cap
Sector/ Thematic
Stock
MarketCap
Small cap
Mid cap
Large cap
Sector
Financial Services
Consumer Cyclical
Basic Materials
Consumer Defensive
Industrials
Real Estate
Utilities
Energy
Technology
Communication Services
Healthcare
ETF
PMS
Other Investment
InstrumentType
Preferential Shares
Foreign Holdings
Stock Options & Warrants
AIF
Debt
Asset Type
Mutual Fund
IND_MF_L2
Govt debt
Corporate debt
Short/ Low duration
Medium/ Long duration
Credit risk
FMP
Bond
Bond_OrgType
Corporate
Public sector unit
Corporate bank
Public sector unit bank
Sovereign gold bond
Tax free
FD
FD_OrgType
Bank
Corporate
Port office
EPF
PPF
AIF
Other Investment
Instrument Type
Structured Bonds
Private Lending
Hybrid
Asset Type
Mutual Fund
Liquid
Asset Type
Mutual Fund
IND_MF_L2
Liquid/ Overnight
Arbitrage
Savings a/c balance
Savings_AC
Axis Bank
HDFC Bank
ICICI Bank
Alternate
Asset Type
Real estate (to be depricated)
PropertyType_L2
Commercial
Residential
Other
AIF
AIFCategory
Category I
Category II
Category III
Other Investment
InstrumentType
Private Equity
Real Estate
Art & Artifacts
Crypto
Commodities
Gold
AssetType
Bond
Bond_OrgType
Gold
Other Investment
Instrument Type
Gold Bullion
Stocks
Sector
ETF