SIP Systematic Investment PlanLong
SIP Systematic Investment Plan monthly
Source: encyclopedia
STP Systematic TransferMulti
STP Systematic Transfer Plan source-target
Source: encyclopedia
SWP Systematic WithdrawalMulti
SWP Systematic Withdrawal Plan retirement
Source: encyclopedia
Lump sum vs SIPMulti
Lump sum vs SIP debate dollar-cost average
Source: encyclopedia
Direct vs Regular planLong
Direct plan saves 0.5-1% expense ratio
Source: encyclopedia
Equity LCG STCG eq fundMulti
Equity MF LCG 12.5% > ₹1.25L STCG 20%
Source: encyclopedia
Debt MF taxed slab 2023+Short
Debt MF taxed at slab from Apr 2023 LTCG removed
Source: encyclopedia
ELSS 80C tax deductionLong
ELSS 80C tax deduction 3-year lock-in
Source: encyclopedia
NPS 80CCD additional 50KLong
NPS National Pension Scheme additional ₹50K 80CCD
Source: encyclopedia
EPF mandatory 12% employeeMulti
EPF Employee Provident Fund 12% match
Source: encyclopedia
PPF Public Provident FundLong
PPF Public Provident Fund 15Y EEE
Source: encyclopedia
SCSS Senior Citizen SavingLong
SCSS Senior Citizen Saving Scheme 8.2%
Source: encyclopedia
Sukanya Samriddhi YojanaLong
Sukanya Samriddhi Yojana girl child 8.2%
Source: encyclopedia
Kisan Vikas Patra KVPMulti
Kisan Vikas Patra KVP 115 months 7.5%
Source: encyclopedia
NSC National Savings CertLong
NSC National Savings Certificate 5Y 7.7%
Source: encyclopedia
POMIS Post Office MISLong
POMIS Post Office Monthly Income 7.4%
Source: encyclopedia
FD Fixed Deposit bankMulti
FD Bank Fixed Deposit 6.5-8%+ 2026
Source: encyclopedia
RD Recurring DepositLong
RD Recurring Deposit monthly 6-7%
Source: encyclopedia
1600+ schemes available
IndustryMulti
1600+ MF schemes available 2026
Source: Dhan
3-fund 40 FC + 30 LC + 30 MC
StrategyLong
3-fund 40 FC + 30 LC/Index + 30 MC
Source: Markets
40+ AMCs registered
IndustryMulti
40+ AMCs registered SEBI
Source: Dhan
AMFI industry body
IndustryMulti
AMFI Association of Mutual Funds India
Source: encyclopedia
Abakkus AMC equity heavy
IndustryLong
Abakkus Asset Manager AMC
Source: Cafemutual
Aggressive hybrid 65-80% eq
CategoriesMulti
Aggressive hybrid 65-80% equity
Source: Markets
Axis Bluechip Fund concentrated
AxisLong
Axis Bluechip 25-30 high-conviction 0.58%
Source: Markets
Axis Focused 25 concentrated
AxisLong
Axis Focused 25 Fund concentrated
Source: encyclopedia
Axis Long Term Equity ELSS
AxisLong
Axis Long Term Equity Fund ELSS
Source: encyclopedia
Axis Midcap Fund
AxisLong
Axis Midcap Fund growth-oriented
Source: MyMoney
Axis Nifty 50 ETF
AxisLong
Axis Nifty 50 ETF
Source: Dhan
Axis Nifty Bank ETF
AxisMulti
Axis Nifty Bank ETF
Source: Dhan
Axis Small Cap Fund
AxisLong
Axis Small Cap Fund
Source: encyclopedia
Conservative hybrid 10-25% eq
CategoriesMulti
Conservative hybrid 10-25% equity
Source: encyclopedia
ELSS 80C tax saver 3yr lockin
CategoriesLong
ELSS 80C tax saver 3-year lock-in
Source: encyclopedia
Equity 68% of total AUM
IndustryLong
Equity 68% of MF AUM ₹53.96L cr Mar 2026
Source: Cafemutual
Flexi cap manager rotates best SIP
CategoriesLong
Flexi cap manager rotates best for most SIPs
Source: Markets
HDFC Balanced Advantage
HDFCMulti
HDFC Balanced Advantage Fund largest BAF
Source: Markets
HDFC Defence Fund thematic
HDFCLong
HDFC Defence Fund thematic
Source: encyclopedia
HDFC Flexi Cap Fund
HDFCLong
HDFC Flexi Cap Fund value-tilt classic
Source: Markets
HDFC Hybrid Equity
HDFCMulti
HDFC Hybrid Equity Fund 65-80% equity
Source: encyclopedia
HDFC Infrastructure thematic
HDFCLong
HDFC Infrastructure Fund AUM ₹2452 cr 12.28%
Source: StockEdge
HDFC MF #3 equity ₹6.19L cr
IndustryLong
HDFC MF #3 equity AUM ₹6.19 lakh cr
Source: Cafemutual
HDFC Mid-Cap Opportunities
HDFCLong
HDFC Mid-Cap Opportunities largest mid cap India
Source: Markets
HDFC Nifty 50 Index Fund
HDFCLong
HDFC Nifty 50 Index Fund passive
Source: Markets
HDFC Sensex ETF
HDFCLong
HDFC Sensex ETF passive
Source: Dhan
HDFC Small Cap Fund
HDFCLong
HDFC Small Cap Fund
Source: encyclopedia
HDFC Top 100 Large Cap
HDFCLong
HDFC Top 100 Fund Large Cap
Source: encyclopedia
Helios 97.11% equity
IndustryLong
Helios MF 97.11% equity
Source: Cafemutual
Hybrid balanced advantage 30-80% eq
CategoriesMulti
Balanced Advantage 30-80% equity dynamic
Source: Markets
ICICI Pru #2 equity ₹7.03L cr
IndustryLong
ICICI Pru #2 equity AUM ₹7.03 lakh cr
Source: Cafemutual
ICICI Pru Balanced Advantage
ICICI PruMulti
ICICI Pru Balanced Advantage pioneer ~₹1.08L cr
Source: StockEdge
ICICI Pru Banking Financial
ICICI PruMulti
ICICI Pru Banking & Financial Services
Source: encyclopedia
ICICI Pru Bharat 22 ETF
ICICI PruMulti
ICICI Pru Bharat 22 ETF PSU
Source: Dhan
ICICI Pru Bluechip Large Cap
ICICI PruLong
ICICI Pru Bluechip Fund Large Cap
Source: TradeBrains
ICICI Pru Equity & Debt
ICICI PruMulti
ICICI Pru Equity & Debt Fund
Source: encyclopedia
ICICI Pru Multi-Asset
ICICI PruMulti
ICICI Pru Multi-Asset Fund
Source: encyclopedia
ICICI Pru Tech Fund
ICICI PruLong
ICICI Pru Technology Fund thematic
Source: encyclopedia
ICICI Pru Value Discovery
ICICI PruLong
ICICI Pru Value Discovery value-style
Source: TradeBrains
Index funds passive low cost
CategoriesLong
Index funds passive low cost beat majority active
Source: Markets
India MF AAUM ₹79.42 lakh cr
IndustryLong
India MF AAUM ₹79.42L cr Mar 2026
Source: Cafemutual
JioBlackRock new entrant
IndustryLong
JioBlackRock new entrant 2025
Source: Dhan
Kotak Bluechip Large Cap
KotakLong
Kotak Bluechip Fund Large Cap
Source: encyclopedia
Kotak Emerging Equity Mid Cap
KotakLong
Kotak Emerging Equity 0.37% expense low
Source: Markets
Kotak Equity Opportunities
KotakLong
Kotak Equity Opportunities Fund
Source: encyclopedia
Kotak Flexi Cap Fund
KotakLong
Kotak Flexi Cap balanced
Source: Markets
Kotak Nifty 50 ETF
KotakLong
Kotak Nifty 50 ETF passive
Source: Dhan
Kotak Small Cap Fund
KotakLong
Kotak Small Cap Fund
Source: encyclopedia
Kotak Standard Multicap
KotakLong
Kotak Standard Multicap Fund
Source: encyclopedia
Kotak ₹3.61L cr equity
IndustryLong
Kotak MF equity AUM ₹3.61 lakh cr
Source: Cafemutual
Large cap stable lower vol
CategoriesLong
Large cap stable lower vol entry
Source: Markets
MOAMC 96.5% equity
IndustryLong
Motilal Oswal AMC 96.5% equity highest
Source: Cafemutual
Mid cap higher growth +30% DD
CategoriesLong
Mid cap +30% drawdowns volatility 16-18% CAGR
Source: Markets
Mirae Asset Emerging Bluechip
MiraeLong
Mirae Asset Emerging Bluechip L&MC
Source: TradeBrains
Mirae Asset Healthcare
MiraeMulti
Mirae Asset Healthcare Fund
Source: encyclopedia
Mirae Asset Large Cap
MiraeLong
Mirae Asset Large Cap Fund popular
Source: Markets
Mirae Asset Tax Saver ELSS
MiraeLong
Mirae Asset Tax Saver Fund ELSS
Source: encyclopedia
Nippon Gold ETF NETF
NipponMulti
Nippon India Gold ETF NETF
Source: Dhan
Nippon India Banking sector
NipponMulti
Nippon India Banking Sector Fund
Source: encyclopedia
Nippon India Growth mid cap
NipponLong
Nippon India Growth Fund mid cap
Source: encyclopedia
Nippon India Large Cap
NipponLong
Nippon India Large Cap
Source: encyclopedia
Nippon India Multi Cap
NipponLong
Nippon India Multi Cap
Source: encyclopedia
Nippon India Pharma
NipponMulti
Nippon India Pharma Fund
Source: encyclopedia
Nippon India Small Cap
NipponLong
Nippon India Small Cap Fund largest SC India
Source: Markets
Nippon India ₹4.69L cr
IndustryLong
Nippon India equity AUM ₹4.69 lakh cr
Source: Cafemutual
Nippon Nifty 50 ETF
NipponLong
Nippon India Nifty 50 ETF
Source: Dhan
Nippon Nifty Consumption ETF
NipponLong
Nippon India Nifty Consumption ETF
Source: Dhan
Old Bridge 100% equity
IndustryLong
Old Bridge MF 100% from equity emerging
Source: Cafemutual
PPFAS Tax Saver ELSS
Parag ParikhLong
PPFAS Tax Saver Fund ELSS
Source: encyclopedia
PPFAS international 35%
Parag ParikhLong
PPFAS Flexi Cap up to 35% international
Source: encyclopedia
Parag Parikh Flexi Cap best
Parag ParikhLong
Parag Parikh Flexi Cap best 5Y CAGR 0.63%
Source: Markets
Quant Active Fund flexicap
QuantLong
Quant Active Fund flexicap
Source: encyclopedia
Quant ELSS Tax Saver
QuantLong
Quant ELSS Tax Saver top performer
Source: Markets
Quant Mid Cap Fund
QuantLong
Quant Mid Cap Fund momentum
Source: encyclopedia
Quant Small Cap aggressive
QuantLong
Quant Small Cap aggressive momentum top
Source: Markets
SBI Banking Financial Services
SBIMulti
SBI Banking & Financial Services Fund
Source: encyclopedia
SBI Bluechip Fund Large Cap
SBILong
SBI Bluechip Fund SBI MF Large Cap
Source: TradeBrains
SBI Contra Fund contrarian
SBIMulti
SBI Contra Fund contrarian
Source: TradeBrains
SBI Equity Hybrid 65-70%
SBIMulti
SBI Equity Hybrid Fund 65-70% equity
Source: Markets
SBI Healthcare Opportunity
SBIMulti
SBI Healthcare Opportunities Fund
Source: encyclopedia
SBI Long Term Equity ELSS
SBILong
SBI Long Term Equity Fund ELSS
Source: encyclopedia
SBI MF #1 equity AUM ₹9.12L cr
IndustryLong
SBI MF #1 equity AUM ₹9.12 lakh cr Mar 2026
Source: Cafemutual
SBI Magnum Mid Cap Fund
SBILong
SBI Magnum Mid Cap Fund
Source: encyclopedia
SBI Magnum Multicap
SBILong
SBI Magnum Multicap Fund
Source: encyclopedia
SBI PSU Fund thematic
SBIMulti
SBI PSU Fund thematic AUM ₹5816 cr
Source: StockEdge
SBI Small Cap Fund
SBILong
SBI Small Cap Fund popular
Source: encyclopedia
SEBI primary regulator
IndustryMulti
SEBI primary MF regulator India
Source: encyclopedia
SIP rupee cost averaging
StrategyLong
SIP systematic investment rupee cost averaging
Source: encyclopedia
Samco 98.99% equity
IndustryLong
Samco MF 98.99% equity
Source: Cafemutual
Small cap 16-20% CAGR 40-50% DD
CategoriesLong
Small cap 16-20% CAGR 40-50% drawdowns
Source: Markets
Tauras 100% equity
IndustryLong
Tauras MF 100% equity emerging
Source: Cafemutual
UTI Flexi Cap Fund
UTILong
UTI Flexi Cap Fund
Source: encyclopedia
UTI Gold ETF
UTIMulti
UTI Gold ETF
Source: Dhan
UTI Mastershare large cap
UTILong
UTI Mastershare Unit Scheme oldest
Source: encyclopedia
UTI Mid Cap Fund
UTILong
UTI Mid Cap Fund
Source: encyclopedia
UTI Nifty 50 Index Fund
UTILong
UTI Nifty 50 Index Fund best-in-class index
Source: Markets
UTI ₹2.86L cr
IndustryLong
UTI Mutual Fund equity AUM ₹2.86L cr
Source: Cafemutual
WhiteOak Capital MF
IndustryLong
WhiteOak Capital Mutual Fund
Source: Cafemutual
Zerodha MF entered passives
IndustryLong
Zerodha MF entered passive space
Source: Dhan
₹70 lakh cr forecast 2026
IndustryLong
₹70 lakh cr AUM forecast 2026
Source: TradeBrains
An encyclopedia of publicly documented strategies for education. YCAI does not recommend, endorse, or trade any of these. Not investment advice.