Mutual Fund Categories

Sectoral-Banking Funds

Sectoral-Pharma Funds

Sectoral-Technology Funds

Thematic-Business Cycle Funds

Thematic-Consumption Funds

Thematic-Dividend Yield Funds

Thematic-Energy Funds

Thematic-ESG Funds

Thematic-Infrastructure Funds

Thematic-Innovation Funds

Thematic-Manufacturing Funds

Commodities Mutual Funds

2 Categories

Commodity mutual funds provide exposure to commodity-related assets such as gold, silver and other commodity-linked instruments. These funds are often explored for portfolio diversification and inflation hedging.

Hybrid Mutual Funds

8 Categories

Hybrid mutual funds combine equity and debt investments within a single portfolio to balance growth opportunities and risk management. These categories are commonly used for diversified asset allocation strategies.

Aggressive Hybrid Funds

Arbitrage Funds

Balanced Hybrid Funds

Conservative Hybrid Funds

Dynamic Asset Allocation Funds

Equity Savings Funds

Income plus Arbitrage Funds

Multi Asset Allocation Funds

Debt Mutual Funds

19 Categories

Debt mutual funds invest in fixed-income instruments such as government securities, treasury bills and corporate bonds. These funds are generally considered for relatively stable returns, liquidity and lower volatility compared to equity funds.

Debt

Banking and PSU Funds

Gilt with 10 year Constant Duration Funds

Medium Duration Funds

Debt

Medium to Long Duration Funds

Target Maturity Funds

Debt

Ultra Short Duration Funds

Explore Mutual Funds by Category

Mutual fund categories help investors identify funds based on investment strategy, market capitalization, risk profile and asset allocation. Investors can compare equity funds, debt funds, hybrid funds, index funds and thematic funds depending on their financial goals and investment horizon.

Explore different mutual fund categories to understand their investment objectives, portfolio composition, historical performance and suitability before making investment decisions.

Understanding Mutual Fund Categories

Mutual fund categories help investors identify schemes based on their investment strategy, asset allocation and risk profile. In India, mutual fund schemes are categorized under different segments such as equity, debt, hybrid, solution-oriented and other categories. These classifications make it easier for investors to compare similar mutual funds and choose schemes aligned with their financial goals.

The Securities and Exchange Board of India (SEBI) introduced mutual fund categorization guidelines to standardize fund classifications across the industry. Under these guidelines, asset management companies (AMCs) are required to clearly define the investment objective, portfolio allocation and category type of every scheme. This improves transparency and prevents overlap between similar mutual fund schemes.

Equity mutual fund categories generally invest in stocks and are commonly used for long-term wealth creation, while debt mutual funds focus on fixed-income instruments and are often preferred for relatively stable returns and lower volatility. Hybrid funds combine equity and debt exposure, whereas index funds and ETFs aim to track benchmark indices.

Investors should compare mutual fund categories based on factors such as risk level, investment horizon, liquidity, taxation and portfolio strategy before investing. Choosing the right mutual fund category is an important step in building a diversified investment portfolio aligned with long-term financial goals.

Explore Mutual Fund Tools

Explore mutual fund calculators, comparison tools and investment analysis utilities to compare schemes, analyze returns and plan long-term financial goals.

Dashboard

Track mutual fund performance, allocation trends and investment insights.

Create and manage mutual fund investment and allocation strategies.

Strategies

Filter and discover mutual funds based on returns, risk and categories.

Screener

Analyze mutual funds using quantitative and factor-based scoring models.

Factor Model