Others
ESG - Environmental, social and corporate governance
https://en.wikipedia.org/wiki/Environmental,_social_and_corporate_governance
Balanced Funds
which are a category of mutual funds that offer the best of both through a single fund as they invest in both asset types: Equity & Debt
| BALANCED SUB CATEGORIES | DESCRIPTION | 3Y CATEGORY RETURNS |
|---|---|---|
| Aggressive | Invest 65-80% of its total assets in equity instruments and 20-35% of its total assets in debt instruments. | 8.90% - 17.15% |
| Equity Savings | Invest at least 65% of its total assets in equity and equity related instruments's at least 10% of its total assets in debt instruments. | 5.59% - 13.24% |
| Multi Asset Allocation | Invest in at least 3 different asset classes, with a minimum asset allocation of 10% in each of the three asset classes. | 5.74% - 14.98% |
| Arbitrage | Invest at least 65% of its total assets in equity and equity related instruments, with an arbitrage strategy. | 3.73% - 7.03% |
| Balanced Hybrid | Invest at least 40-60% of its total assets in each of equity and debt instruments. | 6.91% - 13.03% |
| Conservative Hybrid | Invest 75-90% of its total assets in debt instruments and 10-25% of its total assets in equity instruments. | 6.72% - 12.61% |
| Dynamic Asset Allocation | Invest in equity or debt instruments which are managed dynamically. | 6.34% - 16.04% |
| Smart Beta Funds | Smart Beta Funds | Factor Investing | Momentum, Alpha, Value, Quality, Low Volatility etc. | ETMONEY |
Balanced Advantage vs Aggressive Hybrid Funds: When to use what
Commodity mutual funds
Arbitrage Mutual Funds
An arbitrage fund is a type of mutual fund that appeals to investors who want to profit from volatile markets without taking on too much risk.
Arbitrage funds work by exploiting the price differential between assets that should theoretically have the same price. One of the most important types of arbitrage takes place between the cash and futures markets. A typical fund purchases stocks with the hope of selling them later after the price has gone up. Instead, an arbitrage fund purchases stock in the cash market and simultaneously sells that interest in the futures market. The differences between stock prices and futures contracts are usually very small. As a result, arbitrage funds must execute a large number of trades each year to make any substantial gains.
https://www.investopedia.com/articles/investing/100515/what-exactly-are-arbitrage-mutual-funds.asp
Infrastructure Fund
- QUANT Infrastructure Fund / HDFC Infrastructure Fund
CAT Bonds (Catastrophe Bonds)
Links
8 Mutual Funds You Should Never Buy | यह Mutual Funds कभी मत ख़रीदना - YouTube
- Balanced Hybrid Fund (more money earned by broker)
- Fund of Funds (Investment in a basket of Mutual Funds)
- New fund offerings (No previous track record / history)
- Regular Funds (Invest in Direct funds)
- Large Cap ACTIVE Funds (Invest in large cap index fund)
- Mid Cap Funds (Invest in Large + Midcap funds)
- Sectoral and Thematic Funds (Risky)
- Debt Funds