Mutual Fund Categorization and Type of Schemes

Mutual Fund Categorization

SEBI has broadly classified all mutal fund schemes in the following groups:

  • Equity Schemes
  • Debt Schemes
  • Hybrid Schemes
  • Solution Oriented Schemese
  • Other Scheme

Types of Mutual Funds Schemes

There are many varieties of Mutual funds schemes. These schemes are designed to meet various goals of investors. Mutual funds can be broadly classified based on –

  • Organisation Structure – Open ended, Close ended, Interval
  • Management of Portfolio – Actively or Passively
  • Investment Objective – Growth, Income, Liquidity
  • Underlying Portfolio – Equity, Debt, Hybrid, Money market instruments, Multi Asset
  • Thematic / solution oriented – Tax saving, Retirement benefit, Child welfare, Arbitrage
  • Exchange Traded Funds
  • Overseas funds
  • Fund of funds

How to get started Investment in Mutual Fund

As an investor it is very important to choose correct mutal fund scheme based on your financial goals and risk profile. We at Meta Investment can help you in selecting right Mutual fund for your financial goal.

Connect with Meta Investment to choose mutual fund which is right for your financial goal. Click here to fill the form with some basic details. We will connect with you and will walk you through various details.

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