Equity Schemes

Equity mutual funds are designed to generate long-term wealth by investing primarily in shares of publicly listed companies across different market capitalizations. These funds aim to deliver higher returns by participating in the growth potential of strong and well-performing businesses.

Since equity funds are linked to market performance, they generally carry moderate to high risk, but they also offer the potential for higher returns compared to many other investment options. The overall performance of the companies in which the fund invests plays a key role in determining the returns earned by investors.

At AFS Mutual Fund Distributor, we help investors choose the right equity mutual fund schemes based on their financial goals, risk appetite, and investment horizon.

Equity mutual funds are typically most suitable for long-term investors, usually those who are willing to stay invested for five years or more, allowing them to benefit from market growth and compounding returns over time.

Contact Us Now

Equity Schemes Sub-Types

Exploring Equity Schemes

Small cap schemes

At AFS Mutual Fund Distributor, we guide investors in selecting suitable small cap schemes based on their risk tolerance, financial goals, and long-term investment plans. These funds are typically ideal for investors who are willing to take higher risk in exchange for the possibility of higher growth over the long term.

Index funds

Index funds are a type of mutual fund designed to replicate the performance of a specific market index. Instead of actively selecting stocks, these funds invest in the same securities that make up the chosen index, maintaining a similar proportion and structure.

Thematic funds

Thematic funds Certain equity funds invest in companies inside a specific industry, such as banking or pharmaceuticals, while others invest across multiple industries but adhere to a theme, such as Consumer funds.

Large-cap schemes

Large Cap Mutual Fund Schemes invest primarily in well-established and market-leading companies with a strong track record and large market capitalization. These companies are typically industry leaders and are known for their stability, strong financial performance, and consistent growth.

Multi-cap schemes

Multi-Cap Mutual Fund Schemes invest across large-cap, mid-cap, and small-cap companies, providing a diversified investment approach within a single fund. By spreading investments across different market capitalizations, these funds aim to balance growth potential and stability. Unlike funds that focus only on a single market segment, multi-cap schemes allow fund managers to allocate investments dynamically among large, mid, and small companies depending on market opportunities.

Mid-cap schemes

Mid-Cap Mutual Fund Schemes invest primarily in mid-sized companies that have strong growth potential and the capability to become future market leaders. These businesses are generally in a developing stage and are expanding faster than many large companies. Because of their growth potential, mid-cap funds can offer higher returns compared to large-cap funds. However, they also involve higher risk and market volatility, as mid-sized companies may be more sensitive to economic and market changes.

One Simple Step Today, A Lifetime of Wealth Ahead