{"id":24405,"date":"2022-05-30T15:52:04","date_gmt":"2022-05-30T15:52:04","guid":{"rendered":"https://www.5paisa.com/finschool/?post_type=markets\u0026#038;p=24405"},"modified":"2026-10-19T18:58:27","modified_gmt":"2026-10-19T13:28:27","slug":"the-equity-scheme","status":"publish","type":"markets","link":"https://www.5paisa.com/finschool/course/financial-planning-through-mutual-funds-course/the-equity-scheme/","title":{"rendered":"The Equity Scheme"},"content":{"rendered":"\u003cdiv data-elementor-type=\u0022wp-post\u0022 data-elementor-id=\u002224405\u0022 class=\u0022elementor elementor-24405\u0022\u003e\u003csection class=\u0022elementor-section elementor-top-section elementor-element elementor-element-ce9f9cf elementor-section-full_width tab_container elementor-section-height-default elementor-section-height-default\u0022 data-id=\u0022ce9f9cf\u0022 data-element_type=\u0022section\u0022\u003e\u003cdiv class=\u0022elementor-container elementor-column-gap-default\u0022\u003e\u003cdiv 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eael-tab-nav-item\u0022 aria-selected=\u0022false\u0022 data-tab=\u00222\u0022 role=\u0022tab\u0022 tabindex=\u0022-1\u0022 aria-controls=\u0022slides-tab\u0022 aria-expanded=\u0022false\u0022\u003e\u003ci class=\u0022fas fa-book-open\u0022\u003e\u003c/i\u003e\u003cspan class=\u0022eael-tab-title title-after-icon\u0022\u003eસ્લાઈડસ\u003c/span\u003e\u003c/li\u003e\u003cli id=\u0022videos\u0022 class=\u0022 eael-tab-item-trigger eael-tab-nav-item\u0022 aria-selected=\u0022false\u0022 data-tab=\u00223\u0022 role=\u0022tab\u0022 tabindex=\u0022-1\u0022 aria-controls=\u0022videos-tab\u0022 aria-expanded=\u0022false\u0022\u003e\u003ci class=\u0022far fa-eye\u0022\u003e\u003c/i\u003e\u003cspan class=\u0022eael-tab-title title-after-icon\u0022\u003eવિડિયો\u003c/span\u003e\u003c/li\u003e\u003c/ul\u003e\u003c/div\u003e\u003cdiv class=\u0022eael-tabs-content\u0022\u003e\u003cdiv id=\u0022study-tab\u0022 class=\u0022clearfix eael-tab-content-item active-default\u0022 data-title-link=\u0022study-tab\u0022\u003e\u003cp\u003e\u003cdiv class=\u0027white\u0027 style=\u0027background:rgb(255, 255, 255); border:solid 0px rgb(255, 255, 255); border-radius:0px; padding:0px 0px 0px 1px;\u0027\u003e\u003cdiv id=\u0027text_slider\u0027 class=\u0027owl-carousel sa_owl_theme owl-pagination-true\u0027 data-slider-id=\u0027text_slider\u0027 style=\u0027visibility: visible;visibility:visible;\u0027\u003e\u003cdiv id=\u0027text_slider_slide01\u0027 class=\u0027sa_hover_container\u0027 data-hash=\u0027Factsheets-\u0026#038;-The-Regulatory-Overhaul\u0027 style=\u0027padding:4.9% 5%; margin:0px 0%; background-color:rgb(255, 255, 255); min-height:405px; \u0027\u003e\u003ch2 style=\u0022text-align: left\u0022\u003e\u003cstrong\u003e9.1 \u003c/strong\u003e\u003cstrong\u003e\u003cb\u003eફેક્ટશીટ અને રેગ્યુલેટરી ઓવરહોલ\u003c/b\u003e\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cimg fetchpriority=\u0022high\u0022 decoding=\u0022async\u0022 class=\u0022aligncenter 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/\u003e\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003eમ્યુચ્યુઅલ ફંડનું મૂલ્યાંકન કરવા માટે ભૂતકાળના પ્રમોશનલ હાઇલાઇટ્સ જોવાની અને માળખાકીય નિયમનો રોકાણકારોને કેવી રીતે સુરક્ષિત કરે છે તે સમજવાની જરૂર છે.\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eમાર્કેટિંગથી આગળ વાંચવું: \u003c/b\u003e\u003c/strong\u003eફેક્ટશીટ માહિતી સારાંશના ડૉક્યુમેન્ટ તરીકે કાર્ય કરે છે, પરંતુ તેઓ અનુકૂળ ડેટાને હાઇલાઇટ કરવા માટે પણ ડિઝાઇન કરવામાં આવ્યા છે. રોકાણકારોએ અનુકૂળ માર્કેટ સાઇકલ દરમિયાન પાછલા પરફોર્મન્સ હાઇલાઇટ્સ કરતાં ઐતિહાસિક ડ્રોડાઉન, ખર્ચ રેશિયો અને પોર્ટફોલિયો ટર્નઓવર જેવા હાર્ડ મેટ્રિક્સ પર ધ્યાન કેન્દ્રિત કરવું જોઈએ.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eપ્રી-2017 માર્કેટ લેન્ડસ્કેપ: \u003c/b\u003e\u003c/strong\u003eસ્કીમના વર્ગીકરણ અને તર્કસંગતકરણ પર સેબીના ઑક્ટોબર 2017 ના પરિપત્ર પહેલાં, ફંડ હાઉસ વારંવાર બહુવિધ ઓવરલેપિંગ ફંડ શરૂ કરે છે. યોજનાના નામો ઘણીવાર ભ્રામક હતા; 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વધુ.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eડુપ્લિકેટ સ્કીમને દૂર કરવી: \u003c/b\u003e\u003c/strong\u003eફંડ હાઉસ સામાન્ય રીતે નિર્ધારિત કેટેગરી દીઠ માત્ર એક સ્કીમ ઑફર કરવા માટે પ્રતિબંધિત છે એટલે કે index ફંડ, ઇટીએફ, ફંડ ઓફ ફંડ અને સેક્ટોરલ/થીમેટિક ફંડ મુખ્ય અપવાદ છે. આ પોર્ટફોલિયોની પારદર્શિતા સુનિશ્ચિત કરે છે અને સ્કીમની પસંદગીને સરળ બનાવે છે.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003c/div\u003e\u003cdiv id=\u0027text_slider_slide02\u0027 class=\u0027sa_hover_container\u0027 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https://www.5paisa.com/finschool/wp-content/uploads/2022/05/The-Structural-Framework-of-Mutual-Funds-50x39.png 50w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/The-Structural-Framework-of-Mutual-Funds-100x79.png 100w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/The-Structural-Framework-of-Mutual-Funds-150x118.png 150w\u0022 sizes=\u0022(max-width: 885px) 100vw, 885px\u0022 /\u003e\u003c/p\u003e\u003cp\u003eમ્યુચ્યુઅલ ફંડને અસરકારક રીતે નેવિગેટ કરવા માટે, યોજનાઓને પાંચ વ્યાપક જૂથોમાં વિભાજિત કરવામાં આવે છે, દરેક વિશિષ્ટ ઇન્વેસ્ટમેન્ટ આદેશોમાં વિભાજિત થાય છે.\u003c/p\u003e\u003ctable\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eપ્રાથમિક કેટેગરી\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eમુખ્ય ઉદ્દેશ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eમુખ્ય પેટા-કેટેગરીના ઉદાહરણો\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eઇક્વિટી\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003eબિઝનેસની માલિકી દ્વારા સંપત્તિ નિર્માણ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003eલાર્જ-કેપ, મિડ-કેપ, સ્મોલ-કેપ, ફ્લૅક્સી-કેપ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eડેબ્ટ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003eમૂડી સંરક્ષણ અને નિશ્ચિત ઇન્કમ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003eલિક્વિડ, શોર્ટ ડ્યૂરેશન, ગિલ્ટ, કોર્પોરેટ બોન્ડ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eહાઇબ્રિડ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003eવૃદ્ધિ અને સ્થિરતા માટે સંતુલિત એક્સપોઝર\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003eકન્ઝર્વેટિવ હાઇબ્રિડ, ઍગ્રેસિવ હાઇબ્રિડ, મલ્ટી-એસેટ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eલાઇફ સાઇકલ \u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003eલક્ષ્યની તારીખથી ગ્લાઇડ પાથ સાથે લક્ષ્ય-આધારિત રોકાણ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003e5-30 વર્ષની ટાર્ગેટ મેચ્યોરિટી સાથે લાઇફ સાઇકલ ફંડ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022207\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eઅન્ય\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022459\u0022\u003e\u003cp\u003eપેસિવ ટ્રેકિંગ અને એસેટ કૉમ્બિનેશન\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022316\u0022\u003e\u003cp\u003eઇન્ડેક્સ ફંડ, ઈટીએફ, ફંડ ઑફ ફંડ (એફઓએફ)\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003cp\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eક્ષેત્રીય અને વિષયગત અપવાદો:\u003c/b\u003e\u003c/strong\u003eસ્ટાન્ડર્ડ કેટેગરીથી વિપરીત, ફંડ હાઉસ એકથી વધુ સેક્ટરલ ફંડ શરૂ કરી શકે છે કારણ કે તેઓ સામાન્ય માર્કેટ કેપિટલાઇઝેશનના બદલે વિશિષ્ટ આર્થિક ઉદ્યોગો પર ધ્યાન કેન્દ્રિત કરે છે. SEBI ના ફેબ્રુઆરી 2026 ના પરિપત્ર હેઠળ, જો કે, સેક્ટરલ અથવા થીમેટિક ફંડનો પોર્ટફોલિયો ફંડ હાઉસની અન્ય ઇક્વિટી યોજનાઓ સાથે 50% થી વધુને વધુ ઓવરલેપ કરી શકે છે, અને નવા લોંચ માટે AMFI ની સેક્ટર અને થીમની પ્રકાશિત સૂચિનો ઉપયોગ કરવો આવશ્યક છે.\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003c/div\u003e\u003cdiv id=\u0027text_slider_slide03\u0027 class=\u0027sa_hover_container\u0027 data-hash=\u0027Equity-Funds-Principles-\u0026#038;-Investor-Mindset\u0027 style=\u0027padding:4.9% 5%; margin:0px 0%; background-color:rgb(255, 255, 255); min-height:405px; \u0027\u003e\u003ch2 style=\u0022text-align: left\u0022\u003e\u003cstrong\u003e9.3. \u003c/strong\u003e\u003cstrong\u003e\u003cb\u003eઇક્વિટી ફંડ: સિદ્ધાંતો અને રોકાણકારની માનસિકતા\u003c/b\u003e\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cimg decoding=\u0022async\u0022 class=\u0022aligncenter wp-image-77853 size-full\u0022 src=\u0022https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset.png\u0022 alt=\u0022Equity Funds Principles and Investor Mindset\u0022 width=\u00221006\u0022 height=\u0022996\u0022 srcset=\u0022https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset.png 1006w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-300x297.png 300w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-150x149.png 150w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-768x760.png 768w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-50x50.png 50w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-100x100.png 100w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Equity-Funds-Principles-and-Investor-Mindset-96x96.png 96w\u0022 sizes=\u0022(max-width: 1006px) 100vw, 1006px\u0022 /\u003e\u003c/p\u003e\u003cp\u003eઇક્વિટી ફંડ જાહેરમાં ટ્રેડ કરેલા બિઝનેસમાં શેર ખરીદવા માટે કેપિટલ એકત્રિત કરે છે, જે રિટેલ રોકાણકારોને વ્યાપક આર્થિક વિકાસની ઍક્સેસ પ્રદાન કરે છે. જો કે, આ લાભોને કૅપ્ચર કરવા માટે યોગ્ય વ્યૂહાત્મક અભિગમની જરૂર છે.\u003c/p\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eસમય ક્ષિતિજ નિયમ: \u003c/b\u003e\u003c/strong\u003eઇક્વિટી રોકાણ લાંબા ગાળા (7-10 + વર્ષ) માં સંયોજન માટે બનાવવામાં આવે છે. ટૂંકા ગાળાની ફાઇનાન્શિયલ જરૂરિયાતો (2-3 વર્ષ) માટે ઇક્વિટી ફંડનો ઉપયોગ કરવાથી માર્કેટ ટાઇમિંગ જોખમો અને ગંભીર ડ્રોડાઉન સામે મૂડીનો સંપર્ક થાય છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eવોલેટિલિટીનું સંચાલન: \u003c/b\u003e\u003c/strong\u003eબજારમાં ઉતાર-ચઢાવ એ ઇક્વિટી માર્કેટની કુદરતી સુવિધા છે. બજારમાં વિસ્તૃત સમય ટૂંકા ગાળાના અસ્થિરતાને શોષી લે છે, જે અંતર્ગત કમાણીની વૃદ્ધિને ઇન્વેસ્ટમેન્ટ મૂલ્યને આગળ વધારવાની મંજૂરી આપે છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eપોર્ટફોલિયો ચર્ન ટાળવું: \u003c/b\u003e\u003c/strong\u003eતાજેતરના ટોચના પરફોર્મર્સને અનુસરવા માટે ફંડ વચ્ચે વારંવાર હટી જવાથી કમ્પાઉન્ડ ગ્રોથ સાઇકલ તોડી જાય છે, તેમાં ઘર્ષણનો ખર્ચ થાય છે અને ઘણીવાર માર્કેટ ટોપ્સ પર ખરીદી તરફ દોરી જાય છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eમીડિયા અને નૉઇઝ આઇસોલેશન:\u003c/b\u003e\u003c/strong\u003eરોકાણના નિર્ણયો લાંબા ગાળાના નાણાકીય લક્ષ્યો દ્વારા પ્રેરિત હોવા જોઈએ, સંવેદનશીલ સમાચાર ચક્ર અથવા ટૂંકા ગાળાના મેક્રોઇકોનોમિક આગાહીઓ નહીં.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eયોજનાની કાર્યક્ષમતા: \u003c/b\u003e\u003c/strong\u003eનિયમિત પ્લાન કરતાં ડાયરેક્ટ પ્લાન પસંદ કરવાથી વાર્ષિક ફંડ રનિંગ ખર્ચ (ખર્ચના રેશિયો) ઘટે છે, જે દાયકાઓમાં નોંધપાત્ર રીતે વધુ નેટ વેલ્થમાં સંયોજન કરે છે.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003c/div\u003e\u003cdiv id=\u0027text_slider_slide04\u0027 class=\u0027sa_hover_container\u0027 data-hash=\u0027 Analyzing-Equity-Subcategories-\u0026#038;-Portfolio-Allocation\u0027 style=\u0027padding:4.9% 5%; margin:0px 0%; background-color:rgb(255, 255, 255); min-height:405px; \u0027\u003e\u003ch2 style=\u0022text-align: left\u0022\u003e\u003cstrong\u003e9.4 \u003c/strong\u003e\u003cstrong\u003e\u003cb\u003eઇક્વિટી સબકેટેગરી અને પોર્ટફોલિયો ફાળવણીનું વિશ્લેષણ કરવું\u003c/b\u003e\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003e\u003cimg loading=\u0022lazy\u0022 decoding=\u0022async\u0022 class=\u0022aligncenter wp-image-77854 size-full\u0022 src=\u0022https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation.png\u0022 alt=\u0022Analysing Equity Subcategories and Portfolio Allocation\u0022 width=\u00221009\u0022 height=\u0022980\u0022 srcset=\u0022https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation.png 1009w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation-300x291.png 300w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation-768x746.png 768w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation-50x50.png 50w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation-100x97.png 100w, https://www.5paisa.com/finschool/wp-content/uploads/2022/05/Analysing-Equity-Subcategories-and-Portfolio-Allocation-150x146.png 150w\u0022 sizes=\u0022(max-width: 1009px) 100vw, 1009px\u0022 /\u003e\u003c/p\u003e\u003ch3 style=\u0022text-align: left\u0022\u003e\u003c/h3\u003e\u003cp\u003eમાર્કેટ-કેપિટલાઇઝેશન મેન્ડેટને સમજવાથી રોકાણકારોને તેમની રિસ્ક સહનશીલતા અને લાંબા ગાળાના ફાઇનાન્શિયલ લક્ષ્યોને અનુરૂપ પોર્ટફોલિયો બનાવવા માટે મંજૂરી મળે છે.\u003c/p\u003e\u003col\u003e\u003cli\u003e\u003cstrong\u003e\u003cb\u003e લાર્જ-કેપ ઇક્વિટી ફંડ\u003c/b\u003e\u003c/strong\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eRegulatory Mandate:\u003c/b\u003e\u003c/strong\u003eMust allocate a minimum of \u003cstrong\u003e\u003cb\u003e80%\u003c/b\u003e\u003c/strong\u003e of total assets to equity instruments of companies ranked within the top 100 by market capitalization.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eરિસ્ક અને રિટર્નની લાક્ષણિકતાઓ:\u003c/b\u003e\u003c/strong\u003eસાબિત બિઝનેસ મોડેલ સાથે સ્થાપિત ઉદ્યોગના નેતાઓનું પ્રતિનિધિત્વ કરે છે. આ ફંડ વ્યાપક ઇક્વિટી માર્કેટની તુલનામાં ઓછી અસ્થિરતા દર્શાવે છે, જે પોર્ટફોલિયો માટે સ્થિર ફાઉન્ડેશન તરીકે કાર્ય કરે છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eઇન્વેસ્ટમેન્ટ પ્રોફાઇલ:\u003c/b\u003e\u003c/strong\u003eપ્રમાણમાં સ્થિર, index જેવી લાંબા ગાળાની વૃદ્ધિ ઇચ્છતા રોકાણકારો માટે ડિઝાઇન કરેલ છે (બધા ઇક્વિટી ફંડની જેમ, તેઓ ટૂંકા ગાળામાં મૂડીનું રક્ષણ કરતા નથી).\u003c/li\u003e\u003c/ul\u003e\u003c/li\u003e\u003c/ol\u003e\u003col start=\u00222\u0022\u003e\u003cli\u003e\u003cstrong\u003e\u003cb\u003e મિડ-કેપ ઇક્વિટી ફંડ્સ\u003c/b\u003e\u003c/strong\u003e\u003c/li\u003e\u003c/ol\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eRegulatory Mandate: \u003c/b\u003e\u003c/strong\u003eMust allocate a minimum of \u003cstrong\u003e\u003cb\u003e65%\u003c/b\u003e\u003c/strong\u003e of assets to companies ranked 101st to 250th by market capitalization.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eરિસ્ક અને રિટર્નની લાક્ષણિકતાઓ:\u003c/b\u003e\u003c/strong\u003eતેમના વિકાસના તબક્કામાં મધ્યમ કદના ઉદ્યોગોને લક્ષ્ય બનાવે છે. સંપૂર્ણ માર્કેટ સાઇકલ પર લાર્જ કેપ કરતાં વધુ રિટર્ન ક્ષમતા પ્રદાન કરતી વખતે, આ સ્ટૉક્સમાં માર્કેટ સુધારાઓ દરમિયાન તીવ્ર કિંમતના ડ્રોડાઉનનો અનુભવ થાય છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eઇન્વેસ્ટમેન્ટ પ્રોફાઇલ:\u003c/b\u003e\u003c/strong\u003e7+ વર્ષના ઇન્વેસ્ટમેન્ટ ક્ષિતિજો સાથે વૃદ્ધિ-કેન્દ્રિત રોકાણકારો માટે યોગ્ય છે જે ઉચ્ચ અસ્થિરતાને સહન કરી શકે છે.\u003c/li\u003e\u003c/ul\u003e\u003col start=\u00223\u0022\u003e\u003cli\u003e\u003cstrong\u003e\u003cb\u003e સ્મોલ-કેપ ઇક્વિટી ફંડ્સ\u003c/b\u003e\u003c/strong\u003e\u003c/li\u003e\u003c/ol\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eRegulatory Mandate: \u003c/b\u003e\u003c/strong\u003eMust allocate a minimum of \u003cstrong\u003e\u003cb\u003e65%\u003c/b\u003e\u003c/strong\u003e of assets to companies ranked 251st and beyond by market capitalization.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eરિસ્ક અને રિટર્નની લાક્ષણિકતાઓ:\u003c/b\u003e\u003c/strong\u003eઉભરતા વ્યવસાયોમાં રોકાણ કરે છે. સ્મોલ-કેપ ફંડ્સ નોંધપાત્ર લિક્વિડિટી રિસ્ક અને ટૂંકા ગાળાની કિંમતની વધઘટ ધરાવે છે, પરંતુ પોર્ટફોલિયો કંપનીઓ વિસ્તૃત કરતી હોવાથી નોંધપાત્ર મલ્ટી-બેગર ક્ષમતા પ્રદાન કરે છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eઇન્વેસ્ટમેન્ટ પ્રોફાઇલ: \u003c/b\u003e\u003c/strong\u003eમાત્ર આક્રમક, લાંબા ગાળાના રોકાણકારો માટે ભલામણ કરવામાં આવે છે જે વિસ્તૃત સાઇક્લિકલ અન્ડરપરફોર્મન્સને સ્થાયી કરવામાં સક્ષમ છે.\u003c/li\u003e\u003c/ul\u003e\u003col start=\u00224\u0022\u003e\u003cli\u003e\u003cstrong\u003e\u003cb\u003eલાર્જ અને મિડ-કેપ ઇક્વિટી ફંડ\u003c/b\u003e\u003c/strong\u003e\u003c/li\u003e\u003c/ol\u003e\u003cul\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eRegulatory Mandate: \u003c/b\u003e\u003c/strong\u003eMust maintain a dual allocation floor of at least \u003cstrong\u003e\u003cb\u003e35% in Large-Cap stocks\u003c/b\u003e\u003c/strong\u003e અને \u003cstrong\u003e\u003cb\u003e35% in Mid-Cap stocks\u003c/b\u003e\u003c/strong\u003e at all times.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eરિસ્ક અને રિટર્નની લાક્ષણિકતાઓ:\u003c/b\u003e\u003c/strong\u003eબ્લેન્ડેડ ઇક્વિટી સોલ્યુશન તરીકે કાર્ય કરે છે. લાર્જ-કેપ બકેટ ડાઉનવર્ડ માર્કેટ શૉક સામે બફર કરે છે, જ્યારે મિડ-કેપ બકેટ રિટર્નની સંભાવના વધારે છે.\u003c/li\u003e\u003cli\u003e\u003cb\u003e\u003c/b\u003e\u003cstrong\u003e\u003cb\u003eઇન્વેસ્ટમેન્ટ પ્રોફાઇલ: \u003c/b\u003e\u003c/strong\u003eઅલગ ફાળવણીને મેનેજ કરવાને બદલે એક જ ફંડમાં મુખ્ય વૃદ્ધિ અને સ્થિરતાને એકીકૃત કરવા માંગતા રોકાણકારો માટે આદર્શ છે.\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eતુલનાત્મક સારાંશ મેટ્રિક્સ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003ctable\u003e\u003ctbody\u003e\u003ctr\u003e\u003ctd width=\u0022213\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eફંડ સબ-કેટેગરી\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022229\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eન્યૂનતમ પ્રાથમિક ફાળવણીનું લક્ષ્ય\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022193\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eસંબંધિત વોલેટિલિટી\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022227\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eરિટર્નની અપેક્ષા\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022165\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eઆદર્શ ઇન્વેસ્ટમેન્ટ ક્ષિતિજ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022213\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eલાર્જ-કેપ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022229\u0022\u003e\u003cp\u003eટોચની 100 કંપનીઓમાં 80%\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022193\u0022\u003e\u003cp\u003eસૌથી ઓછું\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022227\u0022\u003e\u003cp\u003eમધ્યમ/સ્થિર\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022165\u0022\u003e\u003cp\u003e5-7+ વર્ષ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022213\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eમિડ-કેપ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022229\u0022\u003e\u003cp\u003e101-250 કંપનીઓમાં 65 %\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022193\u0022\u003e\u003cp\u003eઉચ્ચ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022227\u0022\u003e\u003cp\u003eઉચ્ચ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022165\u0022\u003e\u003cp\u003e7-10+ વર્ષ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022213\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eસ્મોલ-કેપ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022229\u0022\u003e\u003cp\u003e251+ કંપનીઓમાં 65%\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022193\u0022\u003e\u003cp\u003eસૌથી વધુ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022227\u0022\u003e\u003cp\u003eખૂબ જ ઊંચું\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022165\u0022\u003e\u003cp\u003e10+ વર્ષ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003ctr\u003e\u003ctd width=\u0022213\u0022\u003e\u003cp\u003e\u003cstrong\u003e\u003cb\u003eલાર્જ અને મિડ-કેપ\u003c/b\u003e\u003c/strong\u003e\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022229\u0022\u003e\u003cp\u003e35% લાર્જ + 35% મિડ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022193\u0022\u003e\u003cp\u003eમધ્યમ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022227\u0022\u003e\u003cp\u003eમધ્યમથી વધુ\u003c/p\u003e\u003c/td\u003e\u003ctd width=\u0022165\u0022\u003e\u003cp\u003e7+ વર્ષ\u003c/p\u003e\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\u003c/table\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003cp\u003e\u0026nbsp;\u003c/p\u003e\u003c/div\u003e\u003c/div\u003e\u003c/div\u003e\u003cscript type=\u0027text/javascript\u0027\u003ejQuery(document).ready(function()  {jQuery(\u0027#text_slider\u0027).owlCarousel({items  :  1,smartSpeed  :  400,autoplay  :  false,autoplayHoverPause  :  false,smartSpeed  :  400,fluidSpeed  :  400,autoplaySpeed  :  400,navSpeed  :  400,dotsSpeed  :  400,dotsEach  :  1,loop  :  false,nav  :  true,navText  :  [\u0027Previous\u0027,\u0027Next\u0027],dots  :  true,responsiveRefreshRate  :  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