These funds must invest in at least three asset classes and maintain a minimum of 10% in each asset class. These funds expose investors to a broader range of asset classes, and the asset allocation is determined by the fund manager.
These funds are required to invest 65% to 80% in equity & equity related instruments and 20% to 35% in debt. They offer the opportunity of large returns at a low risk level due to the tiny amount of debt they hold. They are taxed similarly to equity-oriented schemes.
These funds are actually dynamic, shifting from 100% debt to 100% equity. Asset allocation is determined based on the fund's financial model's suggestion. These funds are ideal for investors interested in automating their asset allocation process.
These funds invest between 40% and 60% of their assets in both equities & equity related instruments and debt. The purpose is to achieve long-term capital growth through equity investments and risk management through debt allocation. Arbitrage is prohibited in this type of arrangement.
These funds must invest between 10% and 25% of their total assets in equity and equity related instruments. The remainder, between 75% and 90%, will be invested in debt securities. The objective of these funds is to earn income from the portfolio's debt and to use the tiny equity component to boost the overall return. It is an attractive alternative for those seeking debt plus returns and are willing to take on some additional risk.
These funds invest in equity and equity related instruments, derivatives, and debt in order to achieve a balance of risk and return. Derivatives mitigate directional stock risk, lowering volatility and producing a consistent return. The stock asset gives growth, and the derivative asset provides regular, predictable returns. These funds invest 65–100% in equity and equity related instruments and 0–35% in debt asset classes.
An arbitrage fund invests in the cash market while simultaneously selling futures contracts in order to profit from the price gap between the two markets. These funds invest 65–100% in Equity and equity related instruments and 0–35% in debt asset classes. This fund is appropriate for low-risk investors seeking debt-like returns with equity taxation during a period of high volatility.
Note: equity and equity related assets, doesn’t have to be only pure equity. Options are equity related, but not equity.
Equity savings min debt is 10%
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