Sentences with phrase «+ midcap»

You may first create your Core MF portfolio (one diversified equity fund + midcap fund) and then you may add one or two sector funds.

Qn.no 1) In one of your earlier Q & A session i noted that you have answered for a retirement corpus requirement to start investing in Diversified equity + Midcap considering his existing status; In similar lines, kindly let me know the combinations that suits me for achieving my child education, marriage & Retirement goals falls under 12 yrs, 16 yrs & 23 yrs respectively.

Not exact matches

Moderate income model portfolio: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 19 % Bloomberg Barclays U.S. Aggregate Bond Index (1 — 3Y), 30 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 7 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 5 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 12 % S&P 500 Index, 2 % Russell Midcap ® Index, 2 % Russell 2000 ® Index, 4 % MSCI EAFE Index (USD), 5 % FTSE EPRA / NAREIT Developed Index.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

Ex - Franklin prima plus + HDFC midcap opp fund + TATA balnced fund.

So should we strict to balance fund for investment or use Small & Mid-cap fund category (Like UTI Midcap) for long term investment (10 + years)

hi sreekanth, if i want to select one which was best for 10 + year (1) hdfc Midcap opp.

1) Long term goals (10 +)-- Consider mid-cap fund (HDFC midcap / UTI Mid Cap / Franklin Ind..

1) Long term goals (10 +)-- Should I Consider mid-cap fund (HDFC midcap / UTI Mid Cap / Franklin Ind..

SBI Emerging Business Fund — Midcap + Had the best returns 3 years back over 5 - 10 years when I started Parag Parikh Long Term Value Fund — Influenced by his Value Investing Philosophy ICICI Prudential Long Term Savings Fund (Major Portion — Fulfilled my 80 C criteria & Had the best returns 3 years back over 5 - 10 years when I started) + Canara Robecco Equity Tax Saver Fund (A very minor Portion)