Equity Funds - 7 Different Types for Mutual Fund Investment

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EQUITY MUTUAL FUNDS

S E YP

FOR INVESTMENT

Before choosing the category of equity funds, don’t forget to know your risk appetite, investment amount and time horizon. https://www.mysiponline.com/equity-funds

Equity Mutual Funds Are Good Pick For The Investors `

` In search of Long Term Capital Appreciation

`

` Having Long Term Investment Perspective

Having Moderate to High Risk Appetite

`

Classification Based On MARKET CAPITALIZATION Lower Risk & Return

1

LARGE-CAP

Invests majorly in the companies ranked between 1-100 on the basis of market capitalization.

Higher Risk & Return

2

MULTI-CAP

Invests in a combination of large-cap, mid-cap, and small-cap stocks.

3

MID & SMALL-CAP

Invests majorly in Mid-Cap companies (ranked 101-250) & Small-Cap companies (ranked 251 and above).

Classification Based On THEME

4

SECTOR FUNDS

5

INTERNATIONAL FUNDS

Invests in a particular sector of Indian Economy such as, IT, Infrastructure, etc.

Invest in equities of the foreign company. Also called as Foreign Funds.

Classification Based On MANAGEMENT

6

Active Funds

VS

Such funds are actively managed by fund managers who pick stocks that will deliver high performance and beat the defined benchmark of the equity fund.

Index Funds These funds replicate the indexes such as NIFTY, SENSEX, etc., and invests same proportion of assets in the equities as invested by the benchmark.

Classification Based On TAX

7 www.mysiponline.com

ELSS Funds https://www.mysiponlinfunds e.com/mutual-funds/elss provide tax-saving option to the investors under Section ELSS 80C of Income Tax Law. An investor can save Rs. 46800* on an investment of Rs. 1.5 Lakh.

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Mutual fund investments are subject to market risks, read all schemes related documents carefully


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