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Fund
Category
Aggressive Growth Funds
Meaning
Primarily invests in equities with the
aim of achieving high capital appreciation
over the long term
...
These funds aim
to mirror the returns of the chosen index by
holding the same components in the Div
same
proportions
●
I
Value Funds
Investing in undervalued stocks
...
These
funds can be more volatile due to their
narrow focus
Invest in stocks of companies listed outside
of the investor's home country, providing
exposure to global markets
...
These funds offer a balance between
potential growth and risk, as mid-cap and
small-cap companies can provide significant
returns but may also be more volatile
Utilize options strategies to generate
income, often through writing (selling)
options
...
These funds focus on a specific type of debt
security, such as corporate bonds or
government securities
...
These are marketed as providing fixed or
assured returns, often with guarantees
from a parent company or insurance
component
...
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Moderate risk
Stable returns
Diversification
•
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Higher risk than diversified funds
Concentrated exposure
Better returns if the specific
segment performs well
High risk
Higher return potential
Greater chance of default
...
lock in returns at the time of
investment
investors cannot withdraw until
maturity
Return depends on the prevailing
interest rates and the credit quality
of securities in the portfolio
•
•
•
•
SBI Dynamic Bond Fund
HDFC Dynamic Debt Fund
ICICI Prudential All Seasons
Bond Fund
SBI Magnum Gilt Fund
Axis Banking & PSU Debt
Fund
SBI Credit Risk Fund:
HDFC Credit Risk Debt Fund
ICICI Prudential Credit Risk
Fund
In India, mutual funds are
generally not permitted to offer
assured
returns
due
to
regulatory guidelines
...
Growth and Income Funds
Hybrid Funds
Asset allocation funds
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Stable Growth
Moderate Risk
Fixed Asset Allocation
Ideal for Medium to Long-Term
Goals
Similar to balanced funds but may have a
higher allocation to equity for growth, while
also investing in debt for stability
...
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Higher Growth Potential
Steady Income Generation
Moderate to High Risk
Focus on Long-Term Capital
Appreciation
Dynamic Asset Allocation
Risk Mitigation
Multi-Asset Exposure
Suitable for All Market
Conditions
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SBI Balanced Advantage
Fund
Axis Balanced Advantage
Fund
HDFC Balanced Advantage
Fund
● ICICI Prudential
Balanced Advantage
Fund
SBI Equity Hybrid Fund
Axis Triple Advantage Fund
HDFC Hybrid Equity Fund
ICICI Prudential Equity &
Debt Fund
SBI Dynamic Asset
Allocation Fund
Axis Dynamic Equity Fund
HDFC Dynamic PE Ratio
Fund of Funds
ICICI Prudential MultiAsset Fund
Money Market Liquid Funds
Gilt Funds
•
•
•
Debt fund that invests in fixed-income
instruments like commercial paper,
government securities, treasury bills, etc
...
These
investments are made in instruments
having varying maturities
...
Real Estate Funds
Real estate funds invest in real estate
companies, real estate investment trusts
(REITs), or related securities
...
Fund of Funds
...
These funds offer diversification
across asset classes, sectors, or
geographies
...
• High risk due to market volatility
• Returns depend on global
commodity prices and demandsupply dynamics
...
• Medium to high risk
• Returns are linked to property
values, rental income, and market
demand
...
•
Higher expense ratio as they
charge fees for both the
underlying funds and the FoF
itself
...
•
Available in domestic and
international variants