Sentences with phrase «bluechip equityfund»

Mirae Asset Emerging BlueChip - Reg (G)-- 2K — Mid & Small - cap 4.

Do have a look at funds like Sundaram Select Mid cap, DSP Micro Cap, Franklin Bluechip, Franklin Prima Plus, Quantum Long Term Equity Fund.

Why is SBI emerging Bluechip a part of your portfolio?

We prefer Franklin Smaller Companies and Mirae Asset Emerging Bluechip Funds, in same space.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

First scheme is SBI Bluechip.

I have started 2 SIP SBI Bluechip Fund (INR.

So, you may continue with this fund.Also, we would prefer Franklin Smaller Companies and Mirae Asset Emerging Bluechip Funds, in same space.

Example: In this example on an average Franklin India Bluechip fund has generated 1.17 % of alpha over ICICI Prudential Nifty Next 50 Index Fund i.e. actively managed fund has beaten passively managed fund by 1.17 %.

Dear Suman, You may consider SBI Bluechip fund.

Dear Maninder, You may consider HDFC Mid-cap or UTI mid-cap or Mirae Emerging bluechip.

apart from these, for around 10 years tenure, Birla Pure value & SBI Bluechip..

Take for example, Franklin India Bluechip Fund.

% Allocation Class FUND =================================================== 35 % Large Cap ==================================================== --------- A) 18 % SBI Bluechip Fund ---------- B) 17 % Birla Sunlife Frontline Equity Fund ===================================================== 20 % Mid Cap Mirae Asset Emerging Bluechip Equity Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ====================================================

The flagship scheme from the Franklin Templeton House is the Bluechip Fund, a true blue large cap fund.

In this MFs list i have dilemma between Mirae Asset Emerging Bluechip Fund vs UTI Mid Cap Fund plz suggest

Dear Naveen, You may consider: ICICI Pru focused bluechip fund, Franklin Smaller cos fund, Axis Long term equity fund (tax saving) & HDFC Balanced fund.

icici focus bluechip g Is the selection is ok for wealth creatio.

Both represent some of the largest, ivy league and bluechip companies.

Regarding the overlap, Franklin India Tax Shield has around 35 % with SBI Bluechip but all other funds have around 10 - 20 % overlap with other funds in the same category.

Ex: ICICI Focused bluechip & HDFC Balanced fund.

SBI Magnum MidCap Fund — Gr — 2000 rs Mirae Asset Emerging Bluechip Fund — Gr — rs. 2000 Birla Sun Life Frontline Equity Fund — Gr — rs. 2000 Birla Sun Life Monthly Income Plan II — Wealth 25 — Gr — rs. 2000 Tata Balanced Fund — Regular Plan — Gr — rs 2000 ICICI Prudential Value Discovery Fund Gr — rs. 1000 UTI MNC Fund — Gr — rs500 Axis MidCap Fund — Gr - rs5500 Axis Long Term Equity Fund — Gr — rs. 1000 Kotak Emerging Equity Scheme — Gr - rs. 4000 Motilal Oswal Most Focused Midcap 30 Fund — Gr — rs. 2000 Motilal Oswal MOSt Focused Multicap 35 Fund — Gr — rs. 3000 Reliance Pharma Fund — Gr — rs. 3000 Reliance Small Cap Fund — Gr - rs3000 Sundaram Select MidCap — Gr — rs5000 Canara Robeco Emerging Equities — Growth — rs1000 HDFC Mid Cap Opportunities Fund Growth — rs1000 UTI - Transportation and Logistics Fund - Growth — rs500 UTI - Transportation and Logistics Fund - Growth — rs500 DSP BlackRock Micro Cap Fund — Gr — rs1000

ICICI Pru Focused BlueChip Eq Fund (G) 3.

Sir, I have a following SIP portfolio: 1) ICICI FOCUSED BLUECHIP FUND: 1500 RS 2) ICICI VALUE DISCOVERY FUND — 1000 RS. 3) HDFC BALANCE FUND: 1500 RS.

But I can observe that you have invested in multiple funds from the same fund category, for ex: 3 funds from Large cap (bluechip) category.

Here are my current holdings — DSPBR Micro-Cap Fund - Reg (G)-- 2000 / - SBI BlueChip Fund - Reg (G)-- 1000 / - SBI Magnum Balanced Fund - Reg (G)-- 1000 / -

Franklin India Smaller Companies Fund (G)- Rs. 1000 Axis long term equity - Rs. 1000 Canara Robeco Emerging Equities (G)- Rs. 1000 SBI BlueChip Fund (G)- Rs. 1000 L&T India Value Fund (G)- Rs. 500 ICICI Pru Exports and Other Services Fund (G)- Rs. 1000 ICICI Pru Discovery Fund (G)- Rs. 1000 SBI Magnum Global Fund - Rs. 500 SBI Magnum Balanced Fund - Rs. 1000 Thanks, Tanmoy

ICICI Prudential Top 100 Fund — Regular Plan — Growth ICICI Prudential Focused Bluechip Equity Fund — Regular Plan — Growth ICICI Prudential Value Discovery Fund — Regular Plan — Growth ICICI Prudential Exports and Other Services — Regular Plan — Growth Now the question... are these funds good to continue?

Mirae Asset Emerging Bluechip Fund — Direct Plan - Sip 1K

Mf's planned: HDFC balanced fund ICICI Pru focussed bluechip

SBI Bluechip is benchmarked to BSE 100 but invests in midcap which I feel is like mixing kerosene in petrol.

Mirae Emerging Bluechip Fund — 1500 monthly 3.

Focused Bluechip Equity - Drt Growth - 3000 per month uti Equity Fund - Direct plan - Growth - 3000 per month HDFC Balanced Fund - DP - Growth - 1500 per month Franklin India Prima Plus — Direct — Growth 1500 per month HDFC Infrastructure Fund — Growth - 20,000 one time investment 8 years back.

Hdfc balanced 25 % Axis Long Term Equity Fund (ELSS) 20 % aditya birla sun life advantage 20 % L&T india value fund Multicap: 20 % Mirae Asset Emerging Bluechip Fund 15 %

ICICI Pru Focused Bluechip Equity Fund — G 2.

You may discontinue your future investments and divert them to may be HDFC mid cap or Mira Emerging bluechip or Franklin prima fund.

Please note I have 30 % allocation for Mid caps (Mirae asset Emerging bluechip).

For example: In your retirement goal, the portfolio overlap between Kotak select focus and SBI bluechip (both are large cap funds) is around 40 %, if you would like to have an efficient portfolio, you may drop one fund and stick to only one large cap fund.

I have already started Mirae Asset Emerging Bluechip - Reg (G) few month back but before starting other 4, it would be good if you review them and let me know if change is required.

SBI Bluechip can be considered.

Mirae Asset Emerging Bluechip Fund Direct Growth monthly SIP: Rs. 3000 6.

Ex: Mirae Asset Emerging bluechip fund.

Retirement (ELSS)-- 15000 PM — Axis Long Term Equity Fund and Birla Sun Life Tax Relief 96 Children Education — 5000 PM — SBI Bluechip Tax Savings — 10000 PM — DSP BlackRock Tax Saver Fund Emergency — 5000 PM — Mirae Asset India Opportunities (large / mid cap), — 5000 PM — Motilal Oswal MOSt Focused Multicap 35 Fund (multi cap) or ICICI Prudential Value Discovery Fund — Direct Plan — 5000 PM — Mirae Emerging Bluechip Fund (G)(small cap) / Reliance Tax Saver

But you may pick either of the two large cap funds (Birla frontline or SBI bluechip) and kotak select focus or L&T value fund.

The other notable mid-cap funds are Mirae Asset Emerging blue - chip fund and Principal Emerging Bluechip fund.

Ex: SBI Bluechip fund, HDFC Balanced fund etc., You may avoid investing in Mid / small cap funds.

Hi, I like your articles and your analysis.I had started SIP is SBI Bluechip and Kotak Select focus fund one year back.

SBI Bluechip fund 2.

Furthermore, this fund could not reap benefits of the Breexit and Demonetisation downtime, they should have really anticipated this and made good outcomes as other funds have done — look at Birla SunLife Frontline or SBI Bluechip (I know it is large cap, but ICICI Pru Value discovery is almost large cap too).

So my portfolio would be DSP BlackRock Tax Saver Fund Regular — Direct Plan (G): 4000 SBI Blue Chip: 3000 Mirae Asset Emerging Bluechip Fund: 1000 Franklin India Smaller companies Fund: 1000 HDFC / some other balance fund: 8000