All that you need to know about your mutual funds schemes – category, details, summary, data, opinion, updates and insights.
SEBI Categorisation
By June 2018, most mutual funds schemes have compiled with the new categorisation norms issued by SEBI. Here’s an eagle’s eye view of the categorisation for Equity, Debt and Hybrid Funds.
The tables below provide the category, the minimum allocation required under market caps, credit quality, duration or a combination of both.
You will also see popular scheme names against every category to understand the difference better.
Equity Funds categorisation with examples
The Equity fund categorisation is primarily on market cap basis or the lack of it. See table below.
Debt Funds categorisation with examples
The Debt fund categorisation is primarily on credit quality basis and duration (also called sensitivity to interest rate changes). See table below.
Hybrid Funds categorisation with examples
The Hybrid fund categorisation is primarily on the basis of the allocation to different asset classes. See table below.
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Mutual Fund Schemes
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