Module 9 of 12 · 20 min
Types of schemes, and picking one
Match a scheme to an investor. Everything here is free. Work through the lessons in order, or jump to the one you need.
6 lessons in this module
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What you will cover
- 1 The three families Every fund fits one of three families. Learn them and the rest is detail.
- 2 Equity funds, by size and styletrickiest How SEBI groups equity funds, by company size (large, mid, small) and by style (multi cap, flexi cap, focused, value, sectoral, ELSS), with the exact definitions.
- 3 Debt funds, by safety and timetrickiest The two risks every debt fund carries, and how SEBI's debt categories climb a ladder from overnight to long duration, plus the credit-based categories.
- 4 Hybrid and the resttrickiest How SEBI defines the hybrid categories by their equity-debt mix, from conservative to aggressive, plus arbitrage, equity savings, ETFs, funds of funds and gold.
- 5 Picking the right fund The one habit that turns fund types into a real recommendation.
- 6 Reading a fund before you buytrickiest The factors that actually separate a good scheme from a poor one, benchmark, tracking error, expense ratio, portfolio, the manager and AMC, plus the risk-o-meter and where to find it all.
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