Educators rated Exemplary or Proficient are placed on self -
directed growth plans of up to two years in length.
Current Debt portfolio: PF — 1500 & RD — 2000 per month Current Equity portfolio: (
all Direct Growth plan monthly SIP for 3 years)-------------------------------------------------------------------------------- SBI bluechip — Rs 2000 ICICI value discovery - Rs 1000 — > Need to remove this multi cap as I am planning to add one ELSS (multi cap) DSP BR Micro Cap — Rs 1000 Franklin smaller comp - Rs 1000 I was having two small caps as their portfolio overlap is 15 %.
RELIANCE EQUITY OPPORTUNITIES FUND —
DIRECT GROWTH PLAN GROWTH OPTION - 2500 ICICI Prudential Foused Blue Chip —
DIRECT GROWTH PLAN GROWTH OPTION — 5000 Birla SL Frontline Equity fund —
DIRECT GROWTH PLAN GROWTH OPTION — 5000 Mirae Asset Emerging Bluechip Fund —
DIRECT GROWTH PLAN GROWTH OPTION — 5000
Axis Long Term Equity Fund — Direct Growth - 2000 Birla Sun Life India GenNext Fund — Growth - Direct Plan - 6000 Birla Sun Life MIP II — Wealth 25 Plan — Growth - Direct Plan - 5000 Franklin India High Growth Companies Fund — Direct - GROWTH - 3000 Franklin India PRIMA PLUS — Direct - GROWTH - 3000 HDFC Balanced Fund — Direct Plan — Growth Option - 2500 ICICI Prudential Exports and Other Services - Direct - Growth - 5000 RELIANCE EQUITY OPPORTUNITIES FUND —
DIRECT GROWTH PLAN GROWTH OPTION - 1000 SBI Blue Chip Fund — Direct Plan — Growth - 2000 SBI Emerging Businesses Fund — Direct Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWTH 3000
Not exact matches
Such risks, uncertainties and other factors include, without limitation: (1) the effect of economic conditions in the industries and markets in which United Technologies and Rockwell Collins operate in the U.S. and globally and any changes therein, including financial market conditions, fluctuations in commodity prices, interest rates and foreign currency exchange rates, levels of end market demand in construction and in both the commercial and defense segments of the aerospace industry, levels of air travel, financial condition of commercial airlines, the impact of weather conditions and natural disasters and the financial condition of our customers and suppliers; (2) challenges in the development, production, delivery, support, performance and realization of the anticipated benefits of advanced technologies and new products and services; (3) the scope, nature, impact or timing of acquisition and divestiture or restructuring activity, including the pending acquisition of Rockwell Collins, including among other things integration of acquired businesses into United Technologies» existing businesses and realization of synergies and opportunities for
growth and innovation; (4) future timing and levels of indebtedness, including indebtedness expected to be incurred by United Technologies in connection with the pending Rockwell Collins acquisition, and capital spending and research and development spending, including in connection with the pending Rockwell Collins acquisition; (5) future availability of credit and factors that may affect such availability, including credit market conditions and our capital structure; (6) the timing and scope of future repurchases of United Technologies» common stock, which may be suspended at any time due to various factors, including market conditions and the level of other investing activities and uses of cash, including in connection with the proposed acquisition of Rockwell; (7) delays and disruption in delivery of materials and services from suppliers; (8) company and customer -
directed cost reduction efforts and restructuring costs and savings and other consequences thereof; (9) new business and investment opportunities; (10) our ability to realize the intended benefits of organizational changes; (11) the anticipated benefits of diversification and balance of operations across product lines, regions and industries; (12) the outcome of legal proceedings, investigations and other contingencies; (13) pension
plan assumptions and future contributions; (14) the impact of the negotiation of collective bargaining agreements and labor disputes; (15) the effect of changes in political conditions in the U.S. and other countries in which United Technologies and Rockwell Collins operate, including the effect of changes in U.S. trade policies or the U.K.'s pending withdrawal from the EU, on general market conditions, global trade policies and currency exchange rates in the near term and beyond; (16) the effect of changes in tax (including U.S. tax reform enacted on December 22, 2017, which is commonly referred to as the Tax Cuts and Jobs Act of 2017), environmental, regulatory (including among other things import / export) and other laws and regulations in the U.S. and other countries in which United Technologies and Rockwell Collins operate; (17) the ability of United Technologies and Rockwell Collins to receive the required regulatory approvals (and the risk that such approvals may result in the imposition of conditions that could adversely affect the combined company or the expected benefits of the merger) and to satisfy the other conditions to the closing of the pending acquisition on a timely basis or at all; (18) the occurrence of events that may give rise to a right of one or both of United Technologies or Rockwell Collins to terminate the merger agreement, including in circumstances that might require Rockwell Collins to pay a termination fee of $ 695 million to United Technologies or $ 50 million of expense reimbursement; (19) negative effects of the announcement or the completion of the merger on the market price of United Technologies» and / or Rockwell Collins» common stock and / or on their respective financial performance; (20) risks related to Rockwell Collins and United Technologies being restricted in their operation of their businesses while the merger agreement is in effect; (21) risks relating to the value of the United Technologies» shares to be issued in connection with the pending Rockwell acquisition, significant merger costs and / or unknown liabilities; (22) risks associated with third party contracts containing consent and / or other provisions that may be triggered by the Rockwell merger agreement; (23) risks associated with merger - related litigation or appraisal proceedings; and (24) the ability of United Technologies and Rockwell Collins, or the combined company, to retain and hire key personnel.
While it hadn't been part of Sears's
plan, the closures will free up money to be
directed toward
growth.
By the way, both those comments and my subsequent article of May 10 were not a «single purpose project» designed to attack anyone, but the substance of both interventions was to focus on government's Economic Recovery and
Growth Plan (ERGP), highlight lessons Nigeria could learn from failed or sub-optimal implementation of previous economic blueprints, and discuss constraints and / or impediments which must be removed for the plan to succeed, especially in relation to private capital and foreign direct investm
Plan (ERGP), highlight lessons Nigeria could learn from failed or sub-optimal implementation of previous economic blueprints, and discuss constraints and / or impediments which must be removed for the
plan to succeed, especially in relation to private capital and foreign direct investm
plan to succeed, especially in relation to private capital and foreign
direct investment.
Direct Group are now looking to develop a new appraisal system using Totara LMS, and want to put in place learning
plans to encourage further personal
growth and development of their team.
is it
direct fubd
growth or fund
growth plan....
Kotak Select Focus Fund —
Direct Plan —
Growth — 1000 K 5.
Principal Emerging Bluechip Fund —
Direct Plan Growth —
Growth — 2000 K 9.
Mirae Asset Emerging Bluechip Fund -
Direct Plan —
Growth -
Growth — 1000 K 6.
DSP BlackRock Micro Cap Fund —
Direct Plan —
Growth — 2500 K 3.
SBI Blue Chip Fund —
Direct Plan —
Growth — 1000 K 4.
Direct Plans (w.e.f. 01 Jan 2013): Dividend Option,
Growth Option.
yearly 60,000 SIP all in
growth direct plan.
I am thinking of investing in the Following ELSS MF on a monthly basis through SIP
DIRECT PLAN -
GROWTH Option
In comparison, the expense ratio of HDFC
Growth Fund —
Direct Plan, another large cap fund from HDFC MF, is just 1.65 %.
Dear Sir I Started Investing in MF from year 2009 in Regular
Plans without any brokerages involved directly in IDFC Premier Equity fund, reliance Regular Savings Fund and in 2010 ICICI Focused Blue Chip all SIPs are in
Growth Option and subsequently from Jan 2013 all old SIPs were stopped and new SIP in
Direct Plan was Started automatically.
i) Axis Long Term Equity Fund —
Direct Plan with
Growth Option on Monthly Basis For 3 years Minimum amount to invest is 500 or 1000.
Mututal Fund Amount IDFC Sterling Equity Fund
Growth Direct Plan 2000 DSPBRMF Micro Cap Fund — Dir — G 4000 HDFC Top 200 Fund —
Direct Plan —
Growth Option 2000 HDFC Mid-Cap Opportunities Fund —
Direct Plan —
Growth Option 2000 HDFC Equity Fund —
Direct Plan —
Growth Option 2000 ICICI Prudential Value Discovery Fund —
Direct Plan —
Growth 4000 ICICI Prudential Focused Bluechip Equity Fund —
Direct Plan —
Growth 3000
HDFC BALANCED FUND —
DIRECT PLAN —
GROWTH OPTION NAV (105.9920)-- Not available on FundsIndia 2.)
1000 PM - started Feb 2016 - ICICI Prudential Value Discovery Fund —
Direct Plan —
Growth 9.
Direct Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term
Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance
plans LIC — 2000 / Month (all
plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI
Direct Focused Blue chip — 1000 / month (10 year horizon) Franklin India Smaller Companies Fund
GROWTH — 2000 / month (10 year horizon)
In
direct plans there will be two options ie
Growth (G) and Dividend (D).
Now I am
planning to invest in Indian mutual fund with SIP mode: (Let me know your views about funds) Franklin India Opportunities Fund (G)- large cap — 10K SBI Small & Midcap Fund —
Direct Plan (G)-- small & mid cap — 5K Sundaram Select Micro Cap — Series IV —
Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced Fund
Growth — Balanced — 10K Franklin high growth Cos fund — Diversified &mdas
Growth — Balanced — 10K Franklin high
growth Cos fund — Diversified &mdas
growth Cos fund — Diversified — 10K
Source: Unovest; All data is for the
direct plans and the
growth option of the respective funds.
Mirae Asset Emerging Bluechip Fund —
Growth /
Direct Plan — 5000 / month.
ICICI Prudential Value Discovery Fund —
Growth /
Direct Plan — 4000 / month.
1) SBI Blue Chip Fund —
Direct Plan —
Growth — 10k 2) Mirae Asset Emerging Bluechip Fund -
Direct Plan —
Growth -
Growth — 10tk
Second, Investment Company Institute research indicates that about 90 % of the
growth in IRA assets from 1996 to 2008 was associated with rollovers from employer
plans into IRA, and only about 10 % was associated with
direct traditional IRA or Roth IRA contributions.
Kotak Corporate Bond Fund NAV as on April 30, 2018: Rs2289.7308 (Regular
Plan -
Growth Option), Rs1047.3356 (Regular
Plan - Monthly Dividend), Rs2335.9466 (
Direct Plan -
Growth Option), Rs1100.9351 (
Direct Plan - Monthly Dividend)
Regular
Growth would give better return than
Direct Plan (G)?
Birla Sun Life Frontline Equity Fund —
Direct Plan (G) 4000 / - Franklin India Bluechip fund
growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund —
Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000 / -
Icici Pru Value Discovery Fund -
Direct Growth - Diversified 6000 +12000 = 18000 17 % Franklin India Prima Plus - Direct Growth - Diversified 6000 + nil = 6000 6 % Franklin India High Growth co's Fund - Direct Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced Fund - Direct Plan - Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund - Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Diversified 6000 +12000 = 18000 17 % Franklin India Prima Plus -
Direct Growth - Diversified 6000 + nil = 6000 6 % Franklin India High Growth co's Fund - Direct Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced Fund - Direct Plan - Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund - Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Diversified 6000 + nil = 6000 6 % Franklin India High
Growth co's Fund - Direct Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced Fund - Direct Plan - Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund - Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth co's Fund -
Direct Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced Fund - Direct Plan - Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund - Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Diversified 6000 + nil = 6000 6 % Tata Balanced Fund -
Direct Plan -
Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund - Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Hybrid 11000 +5000 = 16000 15 % ICICI Pru Focussed Bluechip Equity Fund -
Direct Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity - Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Large Cap 3000 +2000 = 5000 5 % Birla Sunlife Frontline Equity -
Direct growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund - Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
growth - Large Cap - Nil +10000 = 10000 9 % HDFC Mid Cap Oppurtunities Fund -
Direct Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund - Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth - Mid / smallCap 9000 +7000 = 16000 15 % Franklin India Smaller Companies Fund -
Direct Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth Mid / smallCap 7000 + nil = 7000 6 % DSP Blackrock Micro Cap Fund -
Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 100
Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss -
Direct growth - 5000 +5000 = 100
growth - 5000 +5000 = 10000 9 %
MultiCap Birla Sun Life Pure Value Fund —
Direct Plan (G) 1500 Franklin India High
Growth Companies Fund (G) 1500
Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional
Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund
Direct Plan —
Growth 35000 / 9.28 % / Onetime
The first two funds are Regular Schemes (with
growth & dividend options) & The 3rd and 4th funds are
Direct plans of the same scheme.
Beside this, also started three new funds based on your articles and suggested funds: • Birla SunLife Frontline Equity (3k SIP from Feb 2016) • Tata Balanced Fund (2.5 k from Feb 2016) • HDFC Prudence Fund (1.5 k from Jan 2015) All funds are under
Growth options, and
Direct Investment (whenever created)
plans.
Reliance Regular Saving Equity -
Direct -
Growth Plan - Rs. 1,500 (monthly SIP) 3.
HDFC Top 200 Fund -
Direct -
Growth Plan - Rs. 2,000 (monthly SIP)
DSP BlackRoack Top 100 Equity -
Direct -
Growth Plan - Rs. 2,000 (monthly SIP) 4.
Which is a better
Plan,
Direct Plan - Dividend Option OR
Direct Plan -
Growth Option.
For example — The NAV of HDFC Top 200 Fund
Direct Plan (Growth) is Rs 359.72 (as on 20 - Feb - 2015) and the NAV of HDFC Top 200 Regular plan is Rs 355
Plan (
Growth) is Rs 359.72 (as on 20 - Feb - 2015) and the NAV of HDFC Top 200 Regular
plan is Rs 355
plan is Rs 355.32.
SBI Blue Chip Fund —
Direct Plan —
Growth - 4000 per month
Debit - 1) Franklin India Ultra Short Bond Fund - Super Institutional
Plan - as liquid fund 5 % 2) Franklin Low duration Fund - direct growth - ultra short term 10 % 3) ICICI long term plan direct growth - dynamic fund
Plan - as liquid fund 5 % 2) Franklin Low duration Fund -
direct growth - ultra short term 10 % 3) ICICI long term
plan direct growth - dynamic fund
plan direct growth - dynamic fund 10 %
SBI Blue Chip Fund —
Direct Plan —
Growth — 4000 Rs Franklin India Smaller Companies (
Direct Growth)-- 2000 Rs HDFC Balanced Fund
Direct Growth (Equity based Balanced Fund)-- 2000 Rs L & T Value fund
Direct Growth — 2000 Rs
IDFC Super Saver Income Fund Short Term
Growth Direct Plan — 1000 Reliance Dynamic Bond Fund
Growth Direct Plan — 500 DSP Black Rock Income Opportunities Fund
Growth Direct Plan — 500 ICICI Prudential Flexible Income
Plan Growth Direct Plan — 1000 HDFC Gold Fund
Growth Direct Plan — 500
SBI BLUE chip fund
direct plan growth 2000 pm SBI Magnum Global fund 2000 pm Franklin India smaller cos. fund Direct Plan Growth 2
direct plan growth 2000 pm SBI Magnum Global fund 2000 pm Franklin India smaller cos. fund Direct Plan Growth 200
plan growth 2000 pm SBI Magnum Global fund 2000 pm Franklin India smaller cos. fund Direct Plan Growth 2
growth 2000 pm SBI Magnum Global fund 2000 pm Franklin India smaller cos. fund
Direct Plan Growth 2
Direct Plan Growth 200
Plan Growth 2
Growth 2000 PM
Hi Sreekanth, current portfolio Axis long term equity fund 2000 SBI Blue Chip fund
direct plan —
growth - 5000 Mirae asset emerging blue chip fund - 5000 Reliance tax saver - 5000