Equity Fund
Stock mutual funds are principally categorized according to company size, the investment style of the holdings in the portfolio and geography:
Size is determined by a company's market capitalization, while the investment style, reflected in the fund's stock holdings, is also used to categorize equity mutual funds.
Stock funds are also categorized by whether they are domestic (U.S.) or international. These can be broad market, regional or single-country funds.
There are so-called "specialty" stock funds that target business sectors such as healthcare, commodities and real estate.
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Equity Fund
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6 factors to choose the right diversified equity fund
To invest in a diversified equity fund, you need to pick the right one that suits your requirement best is plain wisdom. It is easier said than done. Where there are hundreds of equity funds each claiming the best returns, it is quite puzzling to zero in on one. And the problem gets further confounded by the self-seeking mutual funds agents .who survive only by cooking the figures.
https://www.holisticinvestment.in/diversified-equity-fund
Regards
Ramalingam K, MBA, CFP,
Director and Chief Financial Planner,
Holistic Investment Planners
“Best Performing Financial Advisor Award” Winners from CNBC TV18
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