Sentences with phrase «icici value»

Dear Dhandapany, Suggest you to consider ICICI Value Discovery fund and drop HDFC Top 200.

Iam suntosh Siingh, age 24 yrs, plz suggest me term insurance, i alrdy hav a lic but assured amount is low plz suggest me some life insurace plan and investment plan current portfolio icici value discovery 2000 lic nomura - 1300 recently started mirrae emerging mutual fund 5000 money back lic - 1600 lic jeevan anand - 600

ICICI Value Discovery is a multi cap fund (this was a mid cap fund till a few months ago, just changed into a multi cap).

Thinking of adding more — mirae asset emerging bluchip fund and icici value dicovery fund and few debt funds.

Stop sip in pharma fund and increase sip amount in ICICI Value Discovery fund.

icici value discovery fund - 2000 pm, 3.

Child's Education (18yrs / 15000): A. Birla SL Frontline Equity = 5000 B. ICICI Value Discovery = 5000 C. FT india Smaller Companies = 5000

Also L&T India Value fund & ICICI Value discovery not included.

ICICI value discovery has shown sluggish growth even during peak market times this year.

Axis long term equity fund - 4000 Birla tax relief 96 - 3000 Hdfc / icici balanced fund - 5000 Uti mnc / birla mnc - 2000 Sbi pharma - 2000 Icici value discovery fund - 2000 Uti equity / birla fdontline equity - 2000 Please analyse my portfolio and see what option i should choose in this and if any change neeeded, please suggest, awaiting ur reply...

I am 30 years old, I have following sip per month 1) birla sun life mnc - 5000 2) icici value discovery - 2000 3) hdfc midcap - 2000 4) axis long term - 3000 5) motilal oswal long term - 3000

2 — My suggestions would be: Axis LTE, TATA Balanced fund, Franklin Prima plus / ICICI Value discovery, Birla Frontline & Franklin Smaller companies fund.

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.

Dear Jitendra, If your time - frame is 15 years, you may increase allocation for mid-cap fund & multicap fund (icici value).

Dear kiran, You may consider — ICICI Value discovery, HDFC Mid-cap & Franklin Smaller companies 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 distributor.

Icici value discovery.

I am investing in ICICI Value Discovery Fund from last one year but he returns are not that good compared to other funds in the same category.

I have taken SIP of 2000 in ICICI value discovery growth.

My Portfolio is — UTI Midcap fund, Axis Long term equity fund, Franklin Prima plus, DSP Micro cap, Reliance growth fund, ICICI value discovery, BSL MIP II Wealth 25 & Sundaram select midcap.

sir i want to invest the amount of 8000 per month for long term returns i have short listed the following funds SBI BLUE CHIP ICICI VALUE DISCOVERY MIRAE ASSET EMEGING BLUE and i wanted to add a small cap fund to my folio please suggest me one fund among sbi small and mid cap reliance small or franklin smaller companies fund

Dear Anchit, The investment objective of ICICI Value Discovery fund is «To invest in a well - diversified portfolio of value stocks (those having attractive valuations in relation to earnings or book value or current and / or future dividends).»

I somehow feel that ICICI Value discovery fund should not be included in the list owing to its huge AUM and also since 1 year its performance has been dismal.

Also, do check if there is any high portfolio overlap among Axis LTE, Franklin Prima plus & ICICI Value discovery funds.

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.,

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 %.

May I proceed with ICICI value discovery or Axis long term equity (ELSS) fund for better result.

Canara Robeco Emerging Equities / ICICI Value discovery fund — 1000 monthly 4.

Dear Aakash, You may consider HDFC mid-cap or Mirae Emerging blue chip And Franklin High Growth companies / ICICI Value discovery fund.

Rel small cap, Sundaram select mid cap, ICICI value disc, SBI multicap, Kotak select focus fund, Rel regular savings fund.

Dear Mihir, ELSS funds can also be considered as Multi-cap funds, so you have three diversified funds (ICICI Value, Axis LTE & Franklin Tax shield).

Also it has given more return than any other diversified fund in 1,2,3,4,5 year history.In current volatile market, this fund is not as down as other diversified fund e.g. icici value and reliance equity opport.

ICICI Value Discovery Fund (G)-- 5000 per month since Nov ’14 Canara Robeco emerging equities — 2500 per month since Dec ’15 Birla Sunlife Equity fund growth -2500 per month since Jan» 16

ICICI value discovery - 5000 3.

Fresh ones you can consider below funds; ICICI Value Discovery fund.

1, axis longterm equity fund: 1000 / - 2, hdfc balanced fund: 500 / - 3, tata balanced fund: 500 / - 4, ICICI focused blue chip fund: 1000 / - 5, ICICI value discovery fund: 2000 / - 6, franklin India prima plus's: 1000 / -.

Iam suntosh Siingh, age 24 yrs, plz suggest me term insurance, i alrdy hav a lic but assured amount is low plz suggest me some life insurace plan and investment plan current portfolio icici value discovery 2000 lic nomura - 1300 recently started mirrae emerging mutual fund 5000 money back lic - 1600 lic jeevan anand - 600

Your portfolio: HDFC Mid-cap + ICICI Value + HDFC balance fund looks fine.

ICICI Value discovery, Kotak Select Focus & Birla Frontline have high exposure to large cap stocks.So, its better you check the portfolio overlap.

my portfolio -(1) Birla Frontline Equity (2) icici value discovery (3) hdfc Midcap opportunity (4) Franklin smaller company (5) Axis Long term equity, and Franklin taxshield - ELSS for tax.

Hdfc mid cap 1000 pm Icici balanced fund 1500 pm Icici value discovery 1500 pm Tata long term equity (elss) 2000 pm I want to add one more fund.

Birla Frontline, Franklin Prima, ICICI value discovery, Mirae Opportunities fund are good ones.

Suggest you to kindly check overlap % among ICICI value discover, Axis LTE & Franklin tax shield.

Fund picks: Ex - ICICI Value discover, Franklin Prima plus, SBI Blue chip fund, Franklin Smaller companies fund, HDFC balanced fund etc., Read: MF portfolio overlap analysis tools.

Dear Dhandapany, Suggest you to consider ICICI Value Discovery fund and drop HDFC Top 200.

(1) icici value discovery (2) Franklin smaller company (3) axis LTE.

Dear Hima Bindu, You may consider as below; 10 years: ICICI Value discovery & Franklin Smaller cos fund 8 years: Birla Frontline & UTI mid-cap.

Is Icici Value discovery and Kotak Select focus fund are same kind of fund.

I want to reduce exposure to HDFC top 200 and diversify atleast 10000 / - tofollowing funds ICICI Value discovery fund increase SIP by Rs. 2000 PM Investin in: 1.

Portfolio 2 - 1) HDFC balanced fun - 20 % 2) ICICI Value Discovery - 25 % 3) Franklin Smaller companies fund - 30 % 4) HDFC Mid-cap - 25 % You may make lump sum (additional investments) in the same proportion.