Sentences with phrase «icici long term plan»

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 10 %

Franklin Low duration Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic fund

Franklin Low duration Fund - Short term Franklin India Ultra Short Bond Fund - Super Institutional Plan - Ultra short term ICICI long term plan direct growth - Dynamic fund

but I am confused about ICICI long term plan - dynamic fund it could be 1 year or it could be even 3 years.

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 10 %

Not exact matches

ICICI Prudential Long Term Plan (5L) 2.

ICICI Prudential Value Discovery Fund Reg Plan — Growth SIP 5000 pm - Current value 21,502.71 HDFC BALANCED FUND — GROWTH - Lump sum — 510,367.61 ICICI Prudential Long Term — Regular Plan — Lump sum Growth - 494,335.26 RELIANCE MONTHLY INCOME PLAN — GROWTH PLAN - Lump sum - 222,007.05 SBI Magnum Balanced Fund - Growth Lump sum - 227,593.8Plan — Growth SIP 5000 pm - Current value 21,502.71 HDFC BALANCED FUND — GROWTH - Lump sum — 510,367.61 ICICI Prudential Long Term — Regular Plan — Lump sum Growth - 494,335.26 RELIANCE MONTHLY INCOME PLAN — GROWTH PLAN - Lump sum - 222,007.05 SBI Magnum Balanced Fund - Growth Lump sum - 227,593.8Plan — Lump sum Growth - 494,335.26 RELIANCE MONTHLY INCOME PLAN — GROWTH PLAN - Lump sum - 222,007.05 SBI Magnum Balanced Fund - Growth Lump sum - 227,593.8PLAN — GROWTH PLAN - Lump sum - 222,007.05 SBI Magnum Balanced Fund - Growth Lump sum - 227,593.8PLAN - Lump sum - 222,007.05 SBI Magnum Balanced Fund - Growth Lump sum - 227,593.84 4.

A term plan from any company (SBI / LIC / ICICI / HDFC / Aegon etc) is fine, as long as you disclose correct details in proposal form, they have to honor any claim in future.

Dear Shruthi, My picks would be (ELSS — Tax saver); Franklin Taxshield / ICICI Tax plan / Axis long - term equity.

TATA indian tax growth Rs. 1000 ICICI prudential long term Rs. 1000 Axislong term Rs. 1000 Birlasun life Tax plan Rs. 1000 Franklin Taxshield Rs1000

I have homed onto the undermentioned SIPs with Rs. 2000 / = each: - ICICI PRU FOCUSED BLUECHIP equity FUND UTI EQUITY MUTUAL FUND UTI MIDCAP FUND TATA BAL FUND PLAN A — REGULAR PLAN GROWTH AXIS LONG TERM EQUITY FUND.

I have started with a SIP plan, 1000 / month in AXIS long term equity fund growth, 1000 / month in ICICI value discovery fund regular growth plan and 500 / month in RELIANCE tax Saver fund - growth.

My broker suggest me to invest in HDFC BALANCED FUND — REGULAR PLAN — GROWTH (2000 INR / Month) & ICICI PRUDENTIAL LONG TERM EQUITY FUND — TAX SAVING — REGULAR PLAN — GROWTH (5000 INR / Month for 3 year lock period).

SIP myself UTI divident yield plan = Rs. 1000 / -(from last 5 yr) UTI Midcap fund = Rs. 1000 / -(from last 5 yr) SIP on wife name HDFC equity fund = Rs. 1000 / -(last 4 yr) ICICI Pru Value discovery reg = Rs. 1000 / -(last 4 yr) Last month I am blessed with baby girl, I want to invest Rs. 2000 - 3000 per month with SIP on her name for long term (to be covered in 80C).

1) HDFC MIDCAP — 1000 / - 2) ICICI PRU FOCUSED BLUE CHIP — 1000 / - 3) AXIS LONG TERM EQUITY FUND - 1000 / - 4) SBI MAGNUM GLOBAL — 1000 / - 5) TATA ETHICAL PLAN A — 1000 / -

SBI magnum LTP growth and ICICI prudential long term fund growth — short term HDFC Children gift fund and ICICI prudential balanced plan — Mid term UTI mid cap growth and ICICI pru focussed blue chip — Long long term fund growth — short term HDFC Children gift fund and ICICI prudential balanced plan — Mid term UTI mid cap growth and ICICI pru focussed blue chip — Long Long term

Long term Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — term Large Cap MF for 10 yrs Birla sl frontline equity (G)-- 3000 Long term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — term Mid Cap MF for 10 yrs Franklin Smaller Companies fund — 3000 Long Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — Term Small Cap MF for 8 yrs Icici pru value discovery fund — 1500 UTI Mid-Cap — 1500 Long term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — term Hybrid / Diversified for 8 yrs Tata Balanced Fund — 1000 Debt short term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — term for investment Birla Sunlife MIP II Wealth 25 Plan (D)- SIP — 1000 Long term ELSS for 15 yrs Axis Long Term Equity - ELSS — term ELSS for 15 yrs Axis Long Term Equity - ELSS — Term Equity - ELSS — 1000

If you want to save some taxes, invest in ELSS fund too (Axis long term equity or ICICI Tax plan).

Axis Long Term Equity Fund - Growth HDFC Balanced Fund — Regular Plan - Growth ICICI Prudential Value Discovery Fund - Growth UTI Mid Cap Fund - Growth

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 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 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 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 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 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 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 Plan — Growth - 10000 SBI Magnum Multicap Fund — Direct Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWTH Plan — Growth 2000 Tata Balanced Fund Direct Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWTH Plan — Growth 5000 UTI - MNC FUND — DIRECT PLAN — GROWTH PLAN — GROWTH 3000

Currently i am investing in below mutual funds (regular growth plan) through sip: SBI blue chip (Rs. 7000), ICICI prodential value discovery fund (Rs. 7000), HDFC mid cap opportunities (Rs. 10000), DSP black rock micro cap (Rs. 10000) and AXIS long term equity fund (Rs. 5000).

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

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

I need your help in short listing the best 5,6 MFs out of my shortlisted finds which are as follows Franklin India Taxshield Axis Long Term Equity Fund ICICI Prudential Long Term Equity Fund — Tax Saving — Regular Plan TATA Balanced Fund HDFC Balanced Fund UTI Mid-cap Fund Franklin Prima plus ICICI Prudential Dynamic Fund Franklin India Smaller Companies Fund ICICI Prudential Value Discovery Fund DSP BR Microcap Fund Birla Sunlife Frontline Equity Fund

Long term goals: (about 20 Yrs) ICICI LOng term MF — ELSS (Tax Saving)-- SIP HDFC Mid Cap Mutual fund — SIP Planning to buy Tata Balanced Fund —Long term goals: (about 20 Yrs) ICICI LOng term MF — ELSS (Tax Saving)-- SIP HDFC Mid Cap Mutual fund — SIP Planning to buy Tata Balanced Fund —LOng term MF — ELSS (Tax Saving)-- SIP HDFC Mid Cap Mutual fund — SIP Planning to buy Tata Balanced Fund — SIP

ICICI Prudential Long Term Plan is a dynamic fund which has invested in debt and money market instruments and generates income through these instruments.

ESGP - Axis Equity Saver Fund Growth, TSGP - Axis Long Term Equity Fund - Growth, BSL Tax Relief 96 Fund -(ELSS US 80C of IT ACT)- Dividend - Regular Plan, DSP BlackRock Tax Saver Fund - Regular Plan - Dividend, Franklin India TAXSHIELD - DIVIDEND, ICICI Prudential Long Term Equity Fund (Tax Saving)- Dividend, and SBI Magnum Tax Gain Scheme - Regular Plan - Dividend

Whereas, Axis Long Term Equity, Birla Sun Life Tax Plan, ICICI Prudential Long Term Equity have a more balanced portfolio.

A term plan from any company (SBI / LIC / ICICI / HDFC / Aegon etc) is fine, as long as you disclose correct details in proposal form, they have to honor any claim in future.

This is very insightful article on unnecessary Insurance policies, like many others I was also trapped in this when I was new in investment filed (in 2007), I bought 2 ULIP plans, I realised in 2010 that ULIP plans are waste and I stopped investing in any more plans, and started building my MF portfolio through SIP, also invested in stocks for long term, and PPF and SSA scheme for tax purpose, but I have not discontinued by ULIP as whenever I think of doing this I feel that I am getting decent returns (though I don't need ULIP for Tax savings now) and I have already taken sufficient Online Term Insurance plan from ICICI Prudential, details of my ULP plans is given below, please suggest if I should continue or make it paidterm, and PPF and SSA scheme for tax purpose, but I have not discontinued by ULIP as whenever I think of doing this I feel that I am getting decent returns (though I don't need ULIP for Tax savings now) and I have already taken sufficient Online Term Insurance plan from ICICI Prudential, details of my ULP plans is given below, please suggest if I should continue or make it paidTerm Insurance plan from ICICI Prudential, details of my ULP plans is given below, please suggest if I should continue or make it paid up:

ICICI Prudential Long Term Plan (5L) 2.

Below are my current plans: 1) PPF — Yearly 60k 2) HDFC super income - Yearly 26k 3) ICICI long term equity SIP - 3k per month 4) few FDs 5) Term insurance — 12k per annum 6) Mediclterm equity SIP - 3k per month 4) few FDs 5) Term insurance — 12k per annum 6) MediclTerm insurance — 12k per annum 6) Mediclaim.

3 — ICICI Pru Child Care Gift plan: Stay invested 4 — Motilal Oswal Most Focused Long Term Fun: It's new fund.