| Equity Moderate | Kotak India EQ Contra | Can be used by any investor for portfolios of at least 4-5 years. Use along with index funds and/or growth-based funds for a balanced portfolio. Shares high overlap with Kotak Standard Multicap so avoid holding both funds in the same portfolio. |
| Index/ Passive | UTI Nifty Index | Can be used by any investor for portfolios of at least 4-5 years, as part of large-cap allocations. Do not hold both the Nifty 50 and the Nifty 100 index as they are very similar indices. |
| Theme/ strategy | Tata Digital India | Can be used by high-risk investors to play the growth story in the IT space. Keep allocations limited and avoid if you directly own large-cap IT stocks. |
