Diversified Equity Funds

What are Diversified Equity Mutual Funds?

Diversified Equity Mutual Funds invest in a combination of assets from various sectors e.g. Pharmaceuticals, IT, Banking, Real estate, Oil & Gas, FMCG, Telecom, etc. with the aim of achieving long-term capital appreciation. The mutual fund portfolio focuses on equity investments and is not restricted to a specific sector. This diversified allocation of funds across various sectors ensures that risk is minimized. It has been proven that in the long term, diversified equity mutual funds have performed well in the market and have accrued good returns for the investor, even during inflation.

Classification of Diversified Equity Funds

Diversified Equity Funds are classified into various categories, based on the type of companies in which it initiates an investment. There are 3 main categories which are explained below:

  • Small Cap Diversified Funds – Small Cap Diversified Mutual Funds are characterized as high risk and high return funds. These funds are suitable for young investors – those who fall below 35 years of age. However, it is important that these funds are managed carefully, in order to prevent losses and ensure good returns.
  • Mid Cap Diversified Funds - Mid Cap Diversified Mutual Funds invest in companies with market capitalization worth Rs. 4000 Crores to Rs. 20,000 Crores. These funds are comparatively less riskier than small cap diversified mutual funds. If investment is made in the right mid cap funds, the investor has a high chance of earning absolute returns on investment.
  • Large Cap Diversified Funds - Large Cap Diversified Mutual Funds invest in companies with market capitalization worth Rs. 20,000 Crore and above. Generally, the investment is made in shares of popular blue chip companies. Nifty is the index which is used as a benchmark by large cap diversified equity mutual funds. Since investment is made in high ranking companies with good capital worth, the risk probability is very low.

List of Diversified Equity Funds

UTI-Focused Equity - Sr I-RP (G)

UTI-Focused Equity - Sr II-DP (G)

Tata Equity Management - Direct (G)

Tata Dividend Yield Fund - Regular (G)

Tata Dividend Yield Fund - Direct (G)

Sundaram Value Fund - Sr II - Regular (G

SBI Magnum Multiplier Fund (G)

SBI Contra Fund (G)

SBI Contra Fund - Direct (G)

Sahara Growth Fund (G)

Reliance Vision Fund - RP (G)

Reliance Close-End Eqty-2-Sr-A (G)

Reliance Close Ended Eqty-Sr-A-DP-G

Quantum Long-Term Equity (G)

Principal Growth Fund -Direct (G)

Principal Growth Fund (G)

Principal Emerging Bluechip(G)

Peerless Equity Fund - Direct (G)

Mirae India-China Consumption (G)

Mirae India-China Cons. -Direct (G)

L&T Equity Fund -Direct (G)

L&T Equity Fund (G)

L&T Business Cycles - Regular (G)

L&T Business Cycles - Direct (G)

Kotak Opportunities Fund - Regular (G)

Kotak Opportunities - Direct (G)

Kotak India Growth Fund-Sr I-Regular (G)

IDBI Diversified Equity Fund-DP (G)

ICICI Prudential Multicap Fund (G)

ICICI Prudential Multicap Fund - DP (G)

ICICI Pru Value Fund - Sr 6-RP (G)

ICICI Pru Growth Fund-Sr2-DP (G)

ICICI Pru Exp&Other Services-RP (G)

HSBC India Opportunities (G)

HSBC India Opport. - Direct (G)

HDFC Small and Mid Cap Fund (G)

HDFC Top 200 Fund

Franklin India Prima Plus (G)

Franklin (I) Flexi Cap (G)

Edelweiss EDGE Top 100 -Direct (G)

Edelweiss E.D.G.E. Top 100 -C (G)

DSP-BR Opportunities - RP (G)

BNP Paribas Dividend Yield -Dir (G)

BNP Paribas Dividend Yield (G)

Birla Sun Life Equity Fund (G)

Birla SL Dividend Yield -Direct (G)

Birla SL Dividend Yield (G)

Birla SL Advantage Fund -Direct (G)

Birla SL Advantage Fund (G)

Birla SL (I) Opportunities (G)

Axis Focused 25 Fund - Direct (G)

Axis Equity Fund (G)

Axis Equity Fund - Direct (G)


Mutual Fund investments will be subject to market risks. Any mutual fund listed in the document does not guarantee fund performance or its underlying creditworthiness. Do read the mutual fund document thoroughly before investing. Specific investment needs and other factors have to be taken into account while designing a mutual fund portfolio.

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