Sentences with phrase «hdfc large cap fund»
Its a shame they call HDFC Large cap fund as an «actively» managed fund given its poor performance At this point of time, HDFC Mid Cap Opportunities fund is the only pure equity fund from HDFC which is performing well.
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HDFC Mutual Fund has a large cap fund scheme called HDFC Large Cap Fund.
The index funds did it but not the HDFC Large Cap fund.
Not exact matches
SIP Details as below (Monthly Basis) ELSS Axis Long term equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth: Fund Birla Sun Life Short term fund Direct Growth: fund Direct Growth: 5000
UTI Nifty Index fund, IDFC Nifty Fund & HDFC Index Fund — Nifty plan, are some of the large cap oriented index fufund, IDFC Nifty Fund & HDFC Index Fund — Nifty plan, are some of the large cap oriented index fuFund & HDFC Index Fund — Nifty plan, are some of the large cap oriented index fuFund — Nifty plan, are some of the large cap oriented index funds.
ELSS: Axis Long Term Equity Fund (G)-- 3000 Large Cap: ICICI Prudential Focused Blue Chip Equity Fund (G)-3000 Small Cap: Franklin India Smaller Companies (G)-2000 Balanced Fund: HDFC Balanced Fund (G)-1000 Diversified Equity: Franklin India High Growth Companies (G)- 1000
Consider Balanced fund HDFC Balance fund / TATA balanced fund + one large cap fund like Birla Frontline Equity fund.
This number might appear small compared to the other funds of HDFC Mutual Fund or in comparison to other funds in the large cap MF category.
In comparison, the expense ratio of HDFC Growth Fund — Direct Plan, another large cap fund from HDFC MF, is just 1.6Fund — Direct Plan, another large cap fund from HDFC MF, is just 1.6fund from HDFC MF, is just 1.65 %.
Dear Bhavana, If your time - frame is say around 5 years, you may pick HDFC Balanced fund or even on large cap fund like Birla frontline equity.
I have already started SIPs in — Large Cap — UTI Equity Fund — from Jan2015 ELSS — Axis Long Term Equity Fund — From Mar2015 Balanced — Planning to start HDFC Balanced.
Large Cap (50 %): BL Sunlife Top 100 or Mirae Asset India opportunities Mid Cap (25 %): Hdfc Mid Cap opportunities or Principal emerging blue chip fund or L&T Mid cap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business fuCap (50 %): BL Sunlife Top 100 or Mirae Asset India opportunities Mid Cap (25 %): Hdfc Mid Cap opportunities or Principal emerging blue chip fund or L&T Mid cap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business fuCap (25 %): Hdfc Mid Cap opportunities or Principal emerging blue chip fund or L&T Mid cap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business fuCap opportunities or Principal emerging blue chip fund or L&T Mid cap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business fucap fund Small cap (25 %): Franklin Smaller cos or L&T emerging business fucap (25 %): Franklin Smaller cos or L&T emerging business funds
Mutual Fund SIPs: ELSS — Invest in Franklin India Tax Shield Large Cap — ICICI Prudential Focused Bluechip Fund Balanced Fund — HDFC Balanced Fund Diversified Equity — Franklin India Prima Plus Mid - Cap Fund — UTI Mid-cap Fund
ICICI Value discovery + HDFC Balanced fund + one large cap fund can be considered.
HDFC Top 200 has been one of the best large cap funds for years together.
3) My expected YoY returns over 20 yrs on my portfolio: 1) ICICI Prudential value discovery (Mid and Small Cap)-- 15 % 2) Franklin India Smaller Companies (Mid and Small Cap)-- 15 % 3) UTI Equity Fund (Large Cap)-- 11 % 4) HDFC Balanced Fund (Balanced)-- 12 % 5) Tata Balanced Fund (Balanced)-- 12 % So, on an average I am expecting 12 - 13 % returns YoY on this portfolio after 20 yrs.
Per month Investment 10000 Type ICICI Prudential Focused Bluechip 10 % 1000 Large Cap UTI Equity 10 % 1000 Franklin Prima Plus 15 % 1500 Diversified Reliance equity oppr 10 % 1000 UTI Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 BalanCap UTI Equity 10 % 1000 Franklin Prima Plus 15 % 1500 Diversified Reliance equity oppr 10 % 1000 UTI Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 BalanCap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 Balancap 20 % 2000 HDFC Balanced fund 15 % 1500 Balanced
The projection vlaue of 1st kid education is 31.5 L Allcation Per month Investment 12000 Type ICICI Prudential Focused Bluechip 10 % 1200 Large Cap UTI Equity 10 % 1200 Franklin Prima Plus 15 % 1800 Diversified Reliance equity oppr 10 % 1200 UTI Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 BalanCap UTI Equity 10 % 1200 Franklin Prima Plus 15 % 1800 Diversified Reliance equity oppr 10 % 1200 UTI Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 BalanCap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 Balancap 20 % 2400 HDFC Balanced fund 15 % 1800 Balanced
ICICI Pru Focused Bluechip Equity Fund Reg Plan Growth — Large Cap — Rs 1000 SBI Blue Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs Fund Reg Plan Growth — Large Cap — Rs 1000 SBI Blue Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1Cap — Rs 1000 SBI Blue Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs Fund (G)-- Balance Fund — Rs Fund — Rs 1000
Retirement corpus -15 year (at 55 age) After my analysis I have decided below fund A. Large cap UTI Equity fund B. Mid & small cap Franklin small companies C. Balance fund HDFC Balance fund D. Multicap / Diversified
For my portfolio I have shortlisted 4 funds 1) SBI Blue Chip Fund (G)[Large Cap](2) UTI Mid Cap Fund (G)[Mid cap](3) UTI MNC Fund (G)[Div equity](4) HDFC High Interest Fund — Dynamic Plan (G)[Debt Long TerCap](2) UTI Mid Cap Fund (G)[Mid cap](3) UTI MNC Fund (G)[Div equity](4) HDFC High Interest Fund — Dynamic Plan (G)[Debt Long TerCap Fund (G)[Mid cap](3) UTI MNC Fund (G)[Div equity](4) HDFC High Interest Fund — Dynamic Plan (G)[Debt Long Tercap](3) UTI MNC Fund (G)[Div equity](4) HDFC High Interest Fund — Dynamic Plan (G)[Debt Long Term].
You may consider investing in below funds; ICICI Prudential Focused Bluechip fund — Large cap UTI Mid cap HDFC Balanced Fund Frnaklin India Prima Plus ICICI Pru Tax plan (ELSS — 3 year lock - in) Suggest you to opt for «Growth» optfund — Large cap UTI Mid cap HDFC Balanced Fund Frnaklin India Prima Plus ICICI Pru Tax plan (ELSS — 3 year lock - in) Suggest you to opt for «Growth» optFund Frnaklin India Prima Plus ICICI Pru Tax plan (ELSS — 3 year lock - in) Suggest you to opt for «Growth» option.
I am investing in MF's for first time.Horizon is 5 - 7 years.Large Cap is my interest.I have zeroed in on Axis Equity Fund, Franklin high growth companies fund, Hdfc balanced fund.Please suggest any large cap fund.You have contact numbCap is my interest.I have zeroed in on Axis Equity Fund, Franklin high growth companies fund, Hdfc balanced fund.Please suggest any large cap fund.You have contact numFund, Franklin high growth companies fund, Hdfc balanced fund.Please suggest any large cap fund.You have contact numfund, Hdfc balanced fund.Please suggest any large cap fund.You have contact numfund.Please suggest any large cap fund.You have contact numbcap fund.You have contact numfund.You have contact number.
Dear Narasimha, Consider investing in a good balanced fund and a large - cap oriented fund (ex - HDFC Balanced fund / ICICI Balanced fund & Franklin Bluechip fund).
Dear Gourav, Since you have time - frame of around 5 years, suggest you to retain only one mid-cap fund (preferably HDFC mid-cap) and may allocate higher amount to Large cap & balanced funds.
3 — Read this article — Economic Times 4 — Start with balanced fund (HDFC Balanced fund / ICICI Balanced fund) & one large cap fund (UTI Equity / Franklin Focused fund).
ICICI Prudential focused Bluechip equity fund — Large cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funfund — Large cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funfund — Large cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fuLarge cap — 2k Franklin India Smaller Companies Fund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFund — Mid and small cap - 2k HDFC BALANCED FUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFUND ----- balanced fund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funfund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funfund — 2k Birla Sun Life Top 100 Fund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funFund (G)------ Large and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap fuLarge and mid cap funds 2k ICICI Prudential Dynamic fund — large and mid cap funfund — large and mid cap funfund — large and mid cap fularge and mid cap fundfundfund 2k
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 = 10000 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 = 10000 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 = 10000 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 = 10000 Cap Fund - Direct Growth Small / Micro cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 10000 cap 12000 +3000 = 15000 14 % Franklin India Taxshield Fund Elss - Direct growth - 5000 +5000 = 10000 9 %
Continue existing fund and add additional amount in new fund: ---------------------------------------------------------- SIP # 1 (existing) 1 Franklin India Blue - chip (G) Equity — Large - cap funds 2 HDFC Equity (G) Equity — Large - cap funds 3 SBI Emerging Business (G) Equity — Mid & small - cap funds
NPS - 2000 (Started in Oct» 16) ELSS (Axis Long Term Equity)-3000 Small Cap (Franklin India Smaller Companies)-2000 Diversified (Franklin India High Growth Companies)-1000 Balanced (HDFC Balanced Fund)-1000 Large Cap (ICICI Prudential Focused Blue Chip)-3000
If you insist me to short list few funds, you may consider balanced fund like HDFC balanced fund, Large cap like Birla Frontline equity, Diversified funds like Franklin Prima plus / ICICI Value discovery, Mid-cap like HDFC Mid cap opp fund etc.,
Hope u r doing well!My present investments are as follows: SIP Franklin india prima plus growth direct - 5000 / pm Franklin's india smaller companies fund direct - 4000 / pm Pf - 15000 / pm Post office rd - 5000 / pm Now I wish to invest further total 10000 per month in equity mf devided in 2 sip, duration - 10 + yrs and 3 - 5 yrs.My plan is as below: HDFC balanced fund - 4000 pm -3-5yrs Icici Pru focussed blue chip / frankline ind blue chip fund or Any other large cap fund - 6000 / pm -10 + yrs Kindly give ur valuable advice about my overall portfolio and new investments.
Long term (15 ~ 20 Years)- Goal approx 30 Lakh HDFC — Mid Cap Opportunities Fund Direct (G)-- Mid Cap — 3000 p / m Franklin India Smaller Companies Fund — Direct Plan (G)-- Small Cap — 3000 p / m HDFC Balanced Fund — Direct Plan (G)-- 4000 p / m Birla Sun Life Frontline Equity Fund — Direct Plan (G)-- Large Cap — 4000 p / m
Equity 1) HDFC balance fund - 15 % (5 % of this balance fund goes to debit fund) 2) HDFC mid cap oppurtunity 10 % 3) Axis long term equity fund - for ELSS 40 % 4) Franklin smaller companies fund 10 % I do not have separate large cap allocation because Axis ELSS spent 75 % in large cap (75 % of my 40 % allocation = 30 % for large cap plus there is some 50 % large cap in HDFC balance which makes total 37 % allocation to large cap, 33 % to mid / small cap and 30 % to debit fund)
With MFs, I have got 6 MFs with SIPs totaling 30K / mon: BSL 95 Fund, SBI Blue Chip (50 % in 2 Large caps), HDFC Mid Cap Opportunites, ICICI Value Discovery (30 % in 2 Mid-Caps), Reliance Small Cap and UTI MNC (20 % in 2 Small - Caps - ish) through a distribucaps), HDFC Mid Cap Opportunites, ICICI Value Discovery (30 % in 2 Mid-Caps), Reliance Small Cap and UTI MNC (20 % in 2 Small - Caps - ish) through a distribuCaps), Reliance Small Cap and UTI MNC (20 % in 2 Small - Caps - ish) through a distribuCaps - ish) through a distributor.
As per your 2 other post, I found balanced fund return over Large Cap in long term (> 5 yrs) is more or less same or even Better in case of HDFC prudence / HDFC Balanced / Tata Balanced Fund — How this can be justifund return over Large Cap in long term (> 5 yrs) is more or less same or even Better in case of HDFC prudence / HDFC Balanced / Tata Balanced Fund — How this can be justiFund — How this can be justified
On HDFC Mid cap, the fund currently has substantial holdings in large caps, which in my opinion, is a breach of the asset allocation mandate of being in mid caps for a minimum of 75 %.
% 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 ================================================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 =================================================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 ================================================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 ================================================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 =================================================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 ================================================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 =================================================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 ================================================Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund =================================================cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ================================================Fund ====================================================
I have seen HDFC Equity Fund categorised as a Large cap fund, when the fund itself states that it is a multi cap / flexi cap fFund categorised as a Large cap fund, when the fund itself states that it is a multi cap / flexi cap ffund, when the fund itself states that it is a multi cap / flexi cap ffund itself states that it is a multi cap / flexi cap fundfund.
But when I see HDFC Midcap and ICICI Pru Discovery funds, I found that they have many large cap companies along with mid cap in their portfolio, hence I thought these funds are not very aggressive like DSP Micro Fund.
========================= ICICI Pru Focused Bluechip equity (Large Cap)-- Allocation 30 % HDFC Balanced (Large / Mid / Debt Fund)-- Allocation 20 % HDFC Midcap Opportunities (Mid to Large Cap)-- Allocation 15 % ICICI Prudential Value Discovery (Mid to Large Cap)-- Allocation 15 % DSP BlackRock Micro Fund (Small to Mid Cap)-- Allocation 10 %
3 — Read this article — Economic Times 4 — Start with balanced fund (HDFC Balanced fund / ICICI Balanced fund) & one large cap fund (UTI Equity / Franklin Focused fund).