| ISIN | MFSS Code | Scheme Name | Geojit Rating | Updated Date | Remarks |
| Equity - Large Cap Funds - Large cap funds will invest minimum 80% of the total assets in top 100 companies by market capitalisation. These 100 companies are industry leaders and are having highest growth potential.Hence considered as the safest equity bets and exhibit least volatility in share prices during market uncertainties.Suitable for first time investors and those who hold conservative allocation in equities |
| INF109K01BL4 | IPFOCU1191 | ICICI PRUDENTIAL FOCUSED BLUECHIP EQUITY RETAIL GROWTH | ***** | 30/04/2024 | |
| INF754K01046 | EDGEA | EDELWEISS LARGE CAP FUND - GROWTH | **** | 30/04/2024 | |
| INF174K01153 | K30 | Kotak Bluechip Fund(G) | **** | 30/04/2024 | |
| INF251K01894 | BNP01G | BNP Paribas Large Cap Fund(G) | **** | 30/04/2024 | |
| INF200K01180 | SBCF-G | SBI BlueChip Fund-Reg(G) | **** | 30/04/2024 | |
| INF760K01AR3 | CRLCGP | Canara Rob Bluechip Equity Fund-Reg(G) | *** | 30/04/2024 | # Under Review |
| Equity - Large & Midcap Funds - These funds will keep a minimum of 35% each of its total assets in large and mid cap companies.The mid-cap exposure as well as the rest 30% discretionary portfolio(after 70% specified mid and large-cap exposure, the rest could be invested in debt or other equity instruments) will increase the risk reward ratio of the scheme above the pure large- cap. Medium to long term investors with better risk tolerance levels could select this scheme. |
| INF200K01305 | MMPS-G | SBI Large & Midcap Fund-Reg(G) | **** | 30/04/2024 | |
| INF846K01J79 | AXISOGGPG | Axis Growth Opp Fund-Reg(G) | **** | 30/04/2024 | |
| Equity - Flexicap Funds - Flexicap funds holds a well diversified portfolio as its 65 % of total assets can be invested in stocks across market caps.Known as ‘fund manager's fund’ which leaves it to the fund manager to decide which market cap to invest into. Choose to invest in this fund looking at fund manager's credentials than looking at the portfolio because asset allocation can change any time |
| INF582M01104 | UNEFGR | Union Flexi Cap Fund-Reg(G) | **** | 30/04/2024 | |
| INF663L01FJ3 | PRMDEGP | PGIM India Diversified Equity Fund-Reg(G) | **** | 30/04/2024 | |
| Equity - Mid Cap Funds - A minimum of 65% of its total asset is invested in mid-cap stocks that are in included in 101th -250th companies by market capitalisation.This midcap exposure makes it a completely long term oriented portfolio since one cannot rely on mid-caps for shorter-term goals. Suitable for investors having an investment horizon beyond 7 Years and desirable for SIP portfolio |
| INF204K01323 | RELGROWTGP | Nippon India Growth Fund(G) | **** | 30/04/2024 | |
| INF174V01473 | MMEBYRG | Mahindra Manulife Mid Cap Unnati Yojana-Reg(G) | **** | 30/04/2024 | |
| INF174K01DS9 | KEMEG | KOTAK EMERGING EQUITY SCHEME | *** | 30/04/2024 | # Under Review |
| Equity - Small cap Funds - A minimum of 65 % of its total assets is invested in small cap stcoks (other than large and mid cap stocks in term of market capitalisation). With least liquidity among all equity stocks and highly volatile nature, small-cap funds are best suited for really long-term goals like retirement. Minimum investment horizon should be 10 years and SIP is the best option. |
| INF204K01HY3 | RELSMLCPGR | RELIANCE SMALL CAP FUND - GROWTH PLAN - GROWTH OPTION | ***** | 30/04/2024 | |
| INF754K01JJ4 | EMFSCFRGGR | Edelweiss Small Cap Fund-Reg(G) | **** | 30/04/2024 | |
| INF760K01JF9 | CRSCGP | Canara Rob Small Cap Fund-Reg(G) | *** | 30/04/2024 | # Under Review |
| Equity - Value Funds - Scheme follows a value investment strategy. Minimum investment in equity and equity related instruments -65% of total assets.Value investing is a long term strategy where fund manager identifies businesses which are futuristic but low-priced now. Long- term lumpsum and SIP investments could be done in these schemes. |
| INF109K01AF8 | IPDISCODFG | ICICI Pru Value Discovery Fund(G) | ***** | 30/04/2024 | |
| INF194K01342 | IDFC215 | IDFC Sterling Value Fund-Reg(G) | ***** | 30/04/2024 | |
| INF204K01GB3 | RELREGSEGP | NIPPON INDIA VALUE FUND PLAN - GROWTH PLAN GROWTH OPTION | **** | 30/04/2024 | |
| Equity - Focused Funds - This scheme focused on particular number of stocks (maximum30). Minimum investment in equity and equity related instruments -65% of total assets.This could be seen as a concentrated multi-cap fund. The risk reward ratio will be higher than multi-cap scheme. Choice of the scheme is mainly based on fund manager’s credentials and suited for SIP towards long term goals |
| INF579M01878 | IGRG | IIFL Focused Equity Fund-Reg(G) | ***** | 30/04/2024 | |
| Equity - Infrastructure Funds - A minimum of 80% of the total assets is invested in companies closely associated with the infrastructure theme. The risk associated with this is high but lower compared to sectoral funds. Suitable for those having long term horizon and this category is best suited for SIP |
| INF277K01782 | TATAINFG | TATA INFRASTRUCTURE FUND - GROWTH | **** | 30/04/2024 | |
| INF200K01CT2 | SBIIFI | SBI INFRASTRUCTURE FUND I GROWTH | **** | 30/04/2024 | |
| Equity - Equity Linked Savings Schemes - ELSS will invest 80% of its total assets in equity and equity related instruments.This category is generally used for tax saving purpose. Investors could make use of the lock-in feature in these schemes for real wealth creation. SIP investors should note that each instalment will get locked for 3 years. Plan your redemptions accordingly |
| INF194K01292 | IDFC223 | IDFC Tax Advt(ELSS) Fund-Reg(G) | ***** | 30/04/2024 | |
| INF740K01185 | DSPBRTSF | DSP TAX SAVER FUND - REGULAR PLAN - GROWTH | **** | 30/04/2024 | |
| INF174K01369 | KTAX | KOTAK TAX SAVER-GROWTH | **** | 30/04/2024 | |
| INF582M01302 | UNTSG | Union Long Term Equity Fund(G) | **** | 30/04/2024 | |
| INF769K01DK3 | MIRAETSRGG | MIRAE ASSET TAX SAVER FUND REGULAR PLAN GROWTH | *** | 30/04/2024 | # Under Review |
| Equity - Aggressive Hybrid - Aggressive hybrid scheme will invest 65-80% of its assets in equity and equity related instruments and 20-35% of the assets in debt instruments.This category was an evergreen choice of investors seeking debt cushion in equity investments. This category is a great choice for long-term investment |
| INF174K01E92 | KBG | Kotak Equity Hybrid Fund(G) | **** | 30/04/2024 | |
| INF251K01OW4 | 629RG | BNP PARIBAS BALANCED FUND REGULAR GROWTH | **** | 30/04/2024 | |
| Equity - Balanced Advantage - A Hybrid category fund which will invest in equity and debt that is managed dynamically.This type of schemes take investment decisions based on algorithms. Buy and sell decisions as well as portfolio constitution decisions happen according to pre-set models. Hence even though not high return yielding, the scheme tries to manage volatility effectively |
| INF277K010S4 | TBAFB | Tata Balanced Adv Fund-Reg(G) | ***** | 30/04/2024 | |
| INF754K01285 | EARE | Edelweiss Balanced Advantage Fund-Reg(G) | **** | 30/04/2024 | |
| INF204K01604 | RELNRIEQGP | Nippon India Balanced Advantage Fund(G) | **** | 30/04/2024 | |
| INF174KA1186 | KBALAFGR | Kotak Balanced Advantage Fund-Reg(G) | *** | 30/04/2024 | # Under Review |
| Debt - Overnight Funds - Investment in debt and money market instruments with a maturity of one day. Suitable for those investors who park their surplus money for one day or a week. |
| INF200K01LQ9 | SBIMICFFLT | SBI Overnight Fund-Reg(G) | **** | 30/04/2024 | |
| Debt - Liquid Funds - Investment in debt and money market securities with maturity of up to 91 days only. Liquid funds cannot be viewed as investment but one way of parking funds with least risk. Generally used by STP investors for staggered equity investment |
| INF846K01412 | AXISCFGP | AXIS LIQUID FUND - INSTITUTIONAL GROWTH | **** | 30/04/2024 | |
| Debt - Money Market Funds - Investment in money market instruments having maturity up to 1 year.Ideal for short term investment matching the duration of the portfolio. |
| INF174K01NA6 | KFLRG | KOTAK MONEY MARKET FUND | **** | 30/04/2024 | |
| Debt - Low Duration Funds - Investment in debt and money market instruments such that the Macaulay duration of the portfolio is between 6 to 12 months.Ideal for short term investment matching the duration of the portfolio |
| INF200K01MO2 | SBISHFURGR | SBI MAGNUM LOW DURATION FUND REGULAR GROWTH | ***** | 30/04/2024 | |
| Debt - Short duration funds - Investment in debt and money market instruments such that the Macaulay duration of the portfolio is between 1 to 3 years. Ideal for those investors who look for alternatives for bank FDs |
| INF179K01CU6 | HSTOG | HDFC Short Term Debt Fund(G) | ***** | 30/04/2024 | |
| INF204K01FL4 | RELSHORTGP | Nippon India Short Term Fund(G) | **** | 30/04/2024 | |