Explore empirical historical backtests, risk-adjusted returns, and constituent scheme analytics across equity, debt, and hybrid fund categories.
| Category Name | Asset Class | Description & Objective | Benchmark | Action |
|---|---|---|---|---|
| Aggressive Funds AMFI: 'Hybrid Scheme - Aggressive Hybrid Fund', 'Hybrid Schemes - Aggressive Hybrid Fund' | Hybrid |
Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% - 35% of total assets. Moderately higher... |
aggressive-portfolio | View Category |
| Arbitrage Funds AMFI: 'Hybrid Scheme - Arbitrage Fund', 'Hybrid Schemes - Arbitrage Fund' | Hybrid |
Minimum investment in equity & equity related instruments - 65% of total assets. Asset allocation in case of defensive consideration shall be stated... |
NIFTY1DRATE | View Category |
| Balanced Funds AMFI: 'Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage', 'Hybrid Schemes - Dynamic Asset Allocation or Balanced Advantage', 'Hybrid Scheme - Balanced Hybrid Fund', 'Hybrid Schemes - Balanced Hybrid Fund', 'Hybrid Schemes - Balanced Advantage Fund/ Dynamic Asset Allocation' | Hybrid |
In our product we combine balanced funds (equity between 40-60%) and balanced advantage funds which are dynamic asset allocation funds and can vary equity... |
balanced-portfolio | View Category |
| Conservative Funds AMFI: 'Hybrid Scheme - Conservative Hybrid Fund', 'Hybrid Schemes - Conservative Hybrid Fund' | Hybrid |
Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and ... |
conservative-portfolio | View Category |
| ELSS Funds AMFI: 'Equity Scheme - ELSS', 'Equity Schemes - ELSS- Tax Saver Fund' | Equity |
Minimum investment in equity & equity related instruments - 80% of total assets Tax benefits under old tax regime. Taxed as equity. How do returns... |
NIFTY500 | View Category |
| Equity Savings Funds AMFI: 'Hybrid Scheme - Equity Savings', 'Hybrid Schemes - Equity Savings Fund' | Hybrid |
Minimum investment in equity & equity related instruments - 65% of total assets. Net equity exposure - 15% - 40% of total assets. Minimum Investment ... |
equity-savings-portfolio | View Category |
| Flexi Cap Funds AMFI: 'Equity Scheme - Flexi Cap Fund', 'Equity Schemes - Flexi Cap Fund' | Equity |
Minimum Investment in equity & equity related instruments – 65% of total assets Exposure to equity as per fund manager's discretion. Taxed as... |
NIFTY500 | View Category |
| Focused Funds AMFI: 'Equity Scheme - Focused Fund', 'Equity Schemes - Focused Fund' | Equity |
A scheme focused on the number of stocks (maximum 30) Minimum investment in equity & equity related instruments - 80 % of total assets... |
NIFTY500 | View Category |
| Gilt Funds AMFI: 'Income/Debt Oriented Schemes - Gilt Fund', 'Debt Scheme - Gilt Fund' | Debt |
Minimum investment in G-secs - 80% of total assets (across maturity) Exposure to g-secs and generally long term government securities. Taxed as debt. What... |
IND-GSEC-5YR | View Category |
| Large Cap Funds AMFI: 'Equity Scheme - Large Cap Fund', 'Equity Schemes - Large Cap Fund' | Equity |
Minimum investment in equity & equity related instruments of large cap companies - 80% of total assets. Exposure to actively managed large cap... |
NIFTY100 | View Category |
| Large Mid Cap Funds AMFI: 'Equity Scheme - Large & Mid Cap Fund', 'Equity Schemes - Large & Mid Cap Fund' | Equity |
Minimum investment in equity & equity related instruments of large cap companies - 35% of total assets. Minimum investment in equity ... |
NIFTYLARGEMIDCAP250 | View Category |
| Liquid Funds AMFI: 'Income/Debt Oriented Schemes - Liquid Fund', 'Debt Scheme - Liquid Fund' | Debt |
Investment in only Debt and money market securities with maturity of upto 91 days. They are generally considered safe but ensure that you are selecting a... |
NIFTY1DRATE | View Category |
| Long Term Funds AMFI: 'Income/Debt Oriented Schemes - Long Term Fund', 'Debt Scheme - Long Duration Fund' | Debt |
Investment in Debt & Money Market Instruments such that the Macaulay duration of the portfolio is greater than 7 years Exposure to long term bonds... |
IND-GSEC-10YR | View Category |
| Medium Term Funds AMFI: 'Income/Debt Oriented Schemes - Medium Term Fund', 'Debt Scheme - Medium Duration Fund' | Debt |
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 4 to 7 years. Portfolio Macaulay ... |
IND-GSEC-5YR | View Category |
| Mid Cap Funds AMFI: 'Equity Scheme - Mid Cap Fund', 'Equity Schemes - Mid Cap Fund' | Equity |
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets. Exposure to midcap funds. Taxed as... |
NIFTYMIDCAP150 | View Category |
| Multi Asset Funds AMFI: 'Hybrid Scheme - Multi Asset Allocation', 'Hybrid Schemes - Multi Asset Allocation Fund' | Hybrid |
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes. This fund gives exposure... |
multi-asset-portfolio | View Category |
| Multi Cap Funds AMFI: 'Equity Scheme - Multi Cap Fund', 'Equity Schemes - Multi Cap Fund' | Equity |
Minimum investment in equity & equity related instruments - 75% of total assets in the following manner: a) Minimum investment in equity & ... |
NIFTYMULTICAP502525 | View Category |
| Overnight Funds AMFI: 'Debt Scheme - Overnight Fund', 'Income/Debt Oriented Schemes - Overnight Fund' | Debt |
Investment in overnight securities having maturity of 1 day Overnight funds can deploy, not exceeding, 5% of the net assets of the... |
NIFTY1DRATE | View Category |
| Short Term Funds AMFI: 'Income/Debt Oriented Schemes - Short Term Fund', 'Debt Scheme - Short Duration Fund' | Debt |
An open ended short term debt scheme investing in instruments such that the Macaulay duration of the portfolio is between 1 year to 3 years. These funds... |
IND-GSEC-5YR | View Category |
| Small Cap Funds AMFI: 'Equity Scheme - Small Cap Fund', 'Equity Schemes - Small Cap Fund' | Equity |
Minimum investment in equity & equity related instruments of small cap companies - 65% of total assets. Exposure to small cap companies.... |
NIFTYSMALLCAP250 | View Category |
| Ultra Short Term Funds AMFI: 'Income/Debt Oriented Schemes - Ultra Short Term Fund', 'Debt Scheme - Ultra Short Duration Fund' | Debt |
Investment in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months to 6 months. Safety of... |
NIFTY3TO6MONTHRATE | View Category |
| Ultra Short to Short Term Funds | Debt |
Ultra Short to Short Term Funds funds typically invest into debt and money market securities with a maturity between 6 to 12 months. Given the maturity can... |
NIFTY9TO12MONTHRATE | View Category |
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