Equities (figure over the past one year)

• Large-cap: Mostly invested in large cap companies
• Multi-cap: Mostly invested in large- and mis-cap companies
• Mid-cap: Mostly invested in mid-cap companies
• Small-cap: Mostly invested in samll-cap companies
• Tax planning: Offer tax rebate under Section 80C
• International: More than 65% of assets invested aboard
• Income: Average maturity varies according to objectives
• Gilt: Medium- and long-term;invest in gilt securities
• Equity-oriented: Average equity exposure more than 60%
• Debt-oriented aggressive: Average equity exposure between 25-60%
• Debt-oriented conservative: Average equity exposure less than 25%
• Arbitrage: Seek arbitrage opportunities between equity and derivatives
• Asset allocation: Invest fully in equity or debt as per market conditions
• Debt-oriented conservative: Average equity exposure less than 25%
• Arbitrage: Seek arbitrage opportunities between equity and derivatives
• Asset allocation: Invest fully in equity or debt as per market conditions