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Funds, ETFs & Index Investing

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Funds, ETFs & Index Investing

Multi-Cap Fund

An equity fund required to hold a minimum allocation to each of the large, mid and small-cap segments.

Test: at least 25% each in large-cap, mid-cap and small-cap, totalling a minimum of 75% in equity % Funds, ETFs & Index Investing

Mutual Fund

A pooled investment vehicle that collects money from many investors and invests it in securities according to a stated objective.

Investor's Value = Units Held x Net Asset Value per Unit ₹