Mutual Fund 1v1 Comparisons

Flexi Cap equity mutual funds invest minimum 65% in equity and equity-related instruments with dynamic asset allocation across large cap, mid cap, and small cap companies without statutory market cap caps.

Large Cap mutual funds invest at least 80% of total assets in the top 100 Indian companies by market capitalization, offering portfolio stability, steady dividends, and defensive capital preservation.

Mid Cap funds allocate a minimum of 65% of assets to companies ranked 101 to 250 by market capitalization, offering higher growth momentum than large caps along with moderate cyclical volatility.

Small Cap mutual funds invest at least 65% of total assets in companies ranked 251 and below by market capitalization, capturing high multi-bagger potential during industrial expansion cycles.

Index mutual funds passively replicate the exact composition of major market indices (such as NIFTY 50 or BSE SENSEX), delivering market returns with ultra-low expense ratios and zero fund manager bias.

Equity Linked Savings Schemes (ELSS) qualify for tax deductions up to Rs 1,50,000 under Section 80C of the Income Tax Act with the shortest mandatory lock-in period (3 years) among all 80C instruments.

Liquid mutual funds invest in short-term debt and money market instruments with maturity up to 91 days, designed for emergency funds, capital safety, and systematic transfer plans (STP).

Multi Cap mutual funds mandate strict 25-25-25 portfolio allocation across large cap, mid cap, and small cap equities under SEBI rules, ensuring disciplined multi-cap diversification.

Value and Contra funds follow contrarian investing strategies, picking fundamentally strong businesses trading at temporary market discounts with attractive margin of safety.

Balanced Advantage Funds dynamically shift allocation between equity and debt using valuation models like PE and PB, providing downside protection during market corrections.

Arbitrage funds generate returns by simultaneously buying in cash equity and selling in futures derivative markets, offering low risk debt-like returns taxed at equity tax rates.