| Sr. No. | Category of Schemes | Scheme Characteristics | Type of Scheme (Uniform description of scheme) |
|---|---|---|---|
| 1. | Conservative Hybrid Fund | Investment in equity & equity related instruments- between 10% and 25% of total assets; Investment in Debt instrumentsbetween 75% and 90% of total assets | An open ended hybrid scheme investing predominantly in debt instruments |
| 2. | Balanced Hybrid Fund @ | Equity & Equity related instrumentsbetween 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 instrumentsbetween 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 | |
| 3. | Dynamic Asset Allocation or Balanced Advantage | Investment in equity/ debt that is managed dynamically | An open ended dynamic asset allocation fund |
| 4. | Multi Asset Allocation ## | 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) |
| 5. | Arbitrage Fund | Scheme following arbitrage strategy. Minimum investment in equity & equity related instruments65% of total assets | An open ended scheme investing in arbitrage opportunities |
| 6. | Equity Savings | 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. | An open ended scheme investing in equity, arbitrage and debt |
| Asset Allocation under defensive considerations may also be stated in the Offer Document |
@ Mutual Funds will be permitted to offer either an Aggressive Hybrid fund or Balanced
fund
## Foreign securities will not be treated as a separate asset class
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