Reliable vehicle

A nine-box matrix that displays both the fund’s investment approach and size of companies in which it invests. Vertically, the three squares indicate size orientation of fund—from the bottom, small-cap, mid-cap and large-cap. Horizontally, the three squares indicate, from right to left, three stages on the value-to-growth spectrum. While the market cap group is assigned as per cut-offs arrived at while finding market cap ranks for individual stocks, investment style is determined by using cut-off points of valuation score for the particular market cap group in which the fund lies.

Also See Mint 50 Best Funds (PDF)

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