MF Categorization
SEBI scheme categorization rules, equity/debt/hybrid sub-categories, and asset allocation thresholds.
Equity Scheme Categories (SEBI)
| Category | Definition | Min equity |
|---|---|---|
| Large Cap | Top 100 by m-cap | 80% |
| Mid Cap | 101st – 250th | 65% |
| Small Cap | 251st onwards | 65% |
| Multi Cap | Across large/mid/small | 75% (≥25% each) |
| Flexi Cap | No m-cap restriction | 65% |
| ELSS | 3-year lock-in | 80% |
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SIP Future Value
Project the future value of a Systematic Investment Plan with monthly contributions and assumed CAGR.
Get the full reference offline
All 8 references, search-indexed and cross-linked to calculators and the relevant NISM exams.
