Sentences with phrase «select midcap»

For a long term portfolio such as that for retirement, you can consider funds like Quantum Long term Equity, PPFAS Long term value fund, Sundaram Select Midcap 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

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.

What is your opinion about the fund — Sundaram Select Midcap Fund - Direct plan?

Along with Sundaram Select Midcap, Krishnakumar also manages Sundaram SMILE Fund, Sundaram Select Small Cap series and Sundaram Value Fund — Series I.

The current fund manager of Sundaram Select Midcap fund is S Krishnakumar who is also the CIO of Sundaram MF since April 2015.

Here a few charts that indicate the Market cap Allocation over the past 6 quarters of Sundaram Select Midcap as also a comparison with 3 of its peers.

He brings a lot of relevant experience, gathered over the years with small, mid and micro cap funds, to the Sundaram Select Midcap fund.

Sundaram Select Midcap has specified in its Scheme Information Document that its indicative asset allocation would be as follows:

(This report on Sundaram Select midcap fund originally appeared on the Unovest Blog.)

T. Rowe Price Mid-Cap Index Fund will seek to match the performance of the Russell Select Midcap Completion Index, with a correlation of at least 0.95.

Not exact matches

JSMD aims to pick outperformers from the small - and midcap spaces by selecting stocks with strong growth fundamentals (measured by ROIC, revenue growth, profit margin expansion, operating profit growth, and EPS growth).

Dear sreekant,,,, For my child education I have selected 3 fund icici focused bluecheap, mirae India opportunities and hdfc midcap with horizon of 15 year.

i selected Small & midcap because iam ready to take risk and since iam looking for long term investment i think i will get better returns (as per the previous 10/5 year returns) compared to Large cap funds

So, can you help with how can I select a quality Small / midcap stock for long - term returns?

Next, the Strategy primarily seeks companies with market capitalizations ranging anywhere from $ 100 million to the largest in the Russell Midcap Index, although, to a limited extent, the Strategy may also select companies with higher market capitalizations.

Next, the Fund primarily seeks companies with market capitalizations ranging anywhere from $ 100 million to the largest in the Russell Midcap Index, although, to a limited extent, the Fund may also select companies with higher market capitalizations.

Since you have 25 years time - frame, you can be little bit more aggressive in your allocation, by selecting / allotting more amount towards Midcap fund initially.

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 — 10K

Planning to start off with an investment of Rs. 2000 per month and gradually increase the amount in the same ratio (as below) over a period of at least 15 yrs.I have selected 3 plans: - 1) HDFC Balanced (Rs. 1000) 2) UTI Midcap (Rs. 500) 3) HDFC Midcap (Rs. 500) I am a bit confused whether I should go for HDFC Balanced plan or some debt plan like SBI Midcap to bring down the risk factor.

Dear SK, Kotak's select focus fund is a Large & Midcap oriented (Diversified) fund.

The selection universe for the S&P MidCap 400 Index includes all U.S. common equities listed on the NYSE, NYSE Arca, NYSE American, NASDAQ Global SelectMarket, NASDAQ Select Market, Investors Exchange (IEX), NASDAQ Capital Market, Bats BZX, Bats BYX, Bats EDGA, or Bats EDGX with market capitalizations generally between $ 1.6 billion and $ 6.8 billion at the time of inclusion.

hi sreekanth, if i want to select one which was best for 10 + year (1) hdfc Midcap opp.

HDFC MIDCAP OR MIRAE ASSET EMERGIN BLUECHIP FUND please clear my confusion select any 2 or 3 fund..

«QQQ ®» and «NASDAQ - 100 ®» are trademarks of The NASDAQ OMX Group, Inc. «S&P 500 ®» Index, S&P MidCap 400TM Index and S&P SmallCap 600TM Index are trademarks of The McGraw - Hill Companies, Inc. «Dow Jones Industrial AverageSM,» «The Dow 30SM,» «Dow Jones U.S. Sector Indexes» and «Dow Jones Select Sector Indexes» are service marks of Dow Jones & Company, Inc..

Dividend ETFs with a tilt towards midcaps have done well in the current bull market (see table, ProShares S&P MidCap 400 Dividend Aristocrats and iShares Select Dividend).

«QQQ, ®» «NASDAQ - 100 ®» and «NASDAQ Biotechnology Index ®» are trademarks of The NASDAQ OMX Group, Inc. «Standard & Poor's, ®» «S&P, ®» «S&P 500, ®» «S&P MidCap 400, ®» «S&P SmallCap 600, ®» «Standard & Poor's 500, ®» «S&P 500 ® VIX ® Short - Term Futures IndexTM», «S&P 500 ® VIX ® Mid-Term Futures IndexTM», «S&P Merger Arbitrage,» «S&P 500 ® Dividend Aristocrats ®,» «S&P Strategic Futures Index,» «S&P 400 MidCap ® Dividend Aristocrats, ®» certain «S&P Select Industry Indices,» «S&P 500 Ex-Energy Index,» «S&P 500 Ex-Financials Index,» «S&P 500 Ex-Health Care Index,» «S&P 500 Ex-Information Technology & Telecommunication Services Index,» «Dow Jones Index,» «DJ,» «Dow Jones Industrial Average, SM» «The Dow 30, SM» «Dow Jones U.S. Sector Indexes,» «Dow Jones Select Sector Indexes,» and «Dow Jones Brookfield Global Infrastructure Composite Index» are products of S&P Dow Jones Indices LLC and its affiliates.

ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) is the only ETF designed to track the S&P MidCap 400 Dividend Aristocrats Index, which identifies highly select companies in the S&P MidCap 400 with at least 15 consecutive years of dividend growth.