Category of Schemes Scheme Characteristics Type of scheme (uniform description of scheme)
Conservative Hybrid Fund Investment in equity & equity related instruments- between 10% and 25% of total assets; Investment in Debt instruments-between 75% and 90% of total assets An open ended hybrid scheme investing predominantly in debt instruments
Balanced Hybrid Fund @ Equity & Equity related instruments- between 40% and 60% of total assets; Debt instruments- between 40% and 60% of total assets No Arbitrage would be permitted in this scheme An open ended balanced scheme investing in equity and debt instruments
Aggressive Hybrid Fund @ Equity & Equity related instruments- between 65% and 80% of total assets; Debt instruments- between 20% 35% of total assets An open ended hybrid scheme investing predominantly in equity and equity related instruments
Dynamic Asset Allocation or Balanced Advantage Fund Investment in equity/ debt that is managed dynamically An open ended dynamic asset allocation fund
Multi Asset Allocation ## Fund Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes An open ended scheme investing in , , (mention the three different asset classes)
Arbitrage Fund Scheme following arbitrage strategy. Minimum investment in equity & equity related instruments-65% of total assets An open ended scheme investing in arbitrage opportunities
Equity Savings Fund Minimum investment in equity & equity related instruments- 65% of total assets and minimum investment in debt- 10% of total assets Minimum hedged & unhedged to be stated in the SID. Asset Allocation under defensive considerations may also be stated in the Offer Document. An open ended scheme investing in equity, arbitrage and debt