Articles tagged “SEBI Categorisation”
30 articles.
2026 (30)
- Flexi Cap mutual fund in India
Encyclopedic reference on the Flexi Cap equity mutual fund category in India: SEBI November 2020 creation, no market-cap minimum requirement, comparison with …
- Aggressive hybrid mutual fund
Encyclopedic reference on aggressive hybrid mutual funds in India: SEBI 65 to 80% equity and 20 to 35% debt allocation rules, equity taxation treatment, …
- Arbitrage mutual fund
Encyclopedic reference on arbitrage mutual funds in India: cash-futures spread exploitation, SEBI 65% equity (arbitrage) minimum, equity-fund taxation, …
- Balanced advantage fund
Encyclopedic reference on Balanced Advantage Funds (BAF) and Dynamic Asset Allocation Funds in India: dynamic equity-debt rebalancing models, equity taxation, …
- Conservative hybrid mutual fund
Encyclopedic reference on conservative hybrid mutual funds in India: SEBI 10 to 25% equity and 75 to 90% debt rules, debt-fund taxation, CRISIL Hybrid 85+15 …
- Contra mutual fund
Encyclopedic reference on contra (contrarian) equity mutual funds in India: SEBI definition requiring contrarian investment strategy, difference from value …
- Corporate bond mutual fund
Encyclopedic reference on corporate bond mutual funds in India: SEBI definition (80% in AA+ and above rated bonds), credit quality screen, duration flexibility, …
- Credit risk mutual fund
Encyclopedic reference on credit risk mutual funds in India: SEBI definition (65% in below-AA rated bonds), accrual strategy, Franklin Templeton 2020 winding-up …
- Dividend-yield mutual fund
Encyclopedic reference on dividend-yield equity mutual funds in India: SEBI mandate for 65% in high-dividend-yield stocks, income-oriented equity strategy, …
- Dynamic bond mutual fund
Encyclopedic reference on dynamic bond mutual funds in India: SEBI definition allowing any duration and credit mix, active management across yield curve, …
- ELSS mutual fund
Encyclopedic reference on Equity Linked Savings Scheme (ELSS) mutual funds in India: Section 80C tax deduction up to ₹1.5 lakh, 3-year lock-in, SEBI rules, new …
- Equity ETF in India
Encyclopedic reference on equity exchange-traded funds (ETFs) in India: SEBI definition, creation-redemption mechanism, tracking error, NSE/BSE listing, …
- Equity savings mutual fund
Encyclopedic reference on equity savings mutual funds in India: SEBI rules for unhedged equity, arbitrage, and debt allocation, equity-fund taxation treatment, …
- Focused equity mutual fund
Encyclopedic reference on focused equity mutual funds in India: SEBI 30-stock maximum concentrated portfolio rule, no market-cap constraint, high conviction …
- Gilt mutual fund
Encyclopedic reference on gilt mutual funds in India: SEBI definition (80% in government securities across maturities), interest rate risk, RBI monetary policy …
- Gold ETF in India
Encyclopedic reference on Gold ETFs in India: SEBI definition, 99.5% purity physical gold backing, demat form, GST exemption, taxation, custodian arrangements, …
- Large-and-midcap mutual fund
Encyclopedic reference on large-and-midcap equity mutual funds in India: SEBI 35% large-cap and 35% mid-cap mandatory allocation, benchmark NIFTY LargeMidcap …
- Large-cap mutual fund
Comprehensive reference on large-cap equity mutual funds in India: SEBI October 2017 categorisation rules, top-100 company mandate, asset allocation, taxation, …
- Liquid mutual fund
Encyclopedic reference on liquid mutual funds in India: SEBI definition (debt instruments maturing up to 91 days), graded exit load, instant redemption, …
- Mid-cap mutual fund
Encyclopedic reference on mid-cap equity mutual funds in India: SEBI 2017 definition (101st-250th companies), 65% minimum allocation rule, benchmark indices, …
- Multi-asset allocation mutual fund
Encyclopedic reference on multi-asset allocation mutual funds in India: SEBI requirement for at least three asset classes with minimum 10% each, …
- Multi-cap fund vs flexi-cap fund in India
A factual comparison of SEBI-defined multi-cap and flexi-cap equity mutual fund categories in India, covering mandatory allocation rules, portfolio …
- Multi-cap mutual fund
Encyclopedic reference on multi-cap equity mutual funds in India: SEBI September 2020 mandatory 25-25-25 allocation rule across large-cap, mid-cap, and …
- NIFTY 50 index fund
Encyclopedic reference on NIFTY 50 index funds in India: passive replication of the benchmark, low TER, tracking error, SEBI rules, taxation, comparison with …
- Overnight mutual fund
Encyclopedic reference on overnight mutual funds in India: SEBI definition (overnight maturity instruments only), near-zero credit and duration risk, TREPS and …
- Sectoral and thematic mutual fund
Encyclopedic reference on sectoral and thematic equity mutual funds in India: SEBI definition, 80% minimum in sector or theme, one-scheme-per-sector exception, …
- Short-duration mutual fund
Encyclopedic reference on short-duration mutual funds in India: SEBI Macaulay duration 1 to 3 year rule, credit quality flexibility, return expectation, …
- Small-cap mutual fund
Encyclopedic reference on small-cap equity mutual funds in India: SEBI 2017 definition (251st company onwards), 65% minimum rule, liquidity risk, benchmark …
- Ultra-short-duration mutual fund
Encyclopedic reference on ultra-short-duration mutual funds in India: SEBI Macaulay duration 3 to 6 months rule, comparison with liquid and low-duration funds, …
- Value mutual fund
Encyclopedic reference on value equity mutual funds in India: SEBI definition requiring value investment strategy, 65% minimum equity, comparison with contra …