Debt Mutual Fund Strategy
Risk Profile based Asset - allocation
Classification - Restricted
Asset Allocation
Asset Class
Overall View
Aggressive Moderate Conservative
Equity Funds
75%
55%
25%
Debt Funds
20%
40%
70%
Gold
Category wise view
Note:
5%
5%
5%
Optimistic
Cautiously Optimistic
Cautious
MF Categories
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MF Categories
Equity Oriented Funds
Largecap Funds
Large Cap Index Funds
Multi/Flexicap Funds
Large and Mid Cap Funds
Mid cap/Small cap
ELSS
Value / Contra / Dividend Yield Funds
Focused Funds
Aggressive Hybrid Funds/Dynamic Asset
Allocation/Balanced Advantage Funds
Equity Savings Funds
Sector/Thematic Funds
1
Confidential/Restricted
Debt Oriented Funds
Short Duration Funds/Medium Duration Funds
Target Maturity Index Funds
Medium to Long / Long Duration Funds
Dynamic Bond Funds
Gilt Funds
Ultra Short Duration/Low Duration/Money Market Funds
Arbitage Funds
Liquid/Overnight Funds
Conservative Hybrid Funds
Credit Risk Funds
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