Equity fund categories
Multi Cap needs 75 per cent equity with 25 per cent each in large, mid and small caps; Large Cap 80 per cent; Large and Mid Cap 35 per cent each in large and mid; Mid Cap and Small Cap 65 per cent; Flexi Cap 65 per cent…
This one is not written up yet
The definition above is the short version. A full explanation — how it works, a worked example and the exam traps — is still being written. In the meantime the chapter below covers it in context.
Written up from the same chapter
- Key Information MemorandumThe short summary of the SID and SAI that SEBI requires to accompany every mutual fund application form — the one scheme document an investor is guaranteed to be handed.
- Specialized Investment FundA mutual fund product line introduced by SEBI in 2024 for sophisticated strategies, with a minimum investment of Rs 10 lakh across all of an AMC's strategies — sitting between mutual funds and PMS.
Where this is taught
Free preparation for NISM Series II-B← All terms