Sentences with phrase «uti equity»

You may consider UTI equity or ICICI Bluechip.

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).

Dear Ramsha, Out of the three funds, given a choice, I would invest in UTI equity.

Thank you for your valuable suggession sir, which is best among Birla sun life front line equity, birla sun life top 100 fund (G) & uti equity fund for long cap.My annual income 3.5 lakhs and I already have HDFC click2protect life insurance - life only for 50 lakhs, is there any annual income criteria to take life insurance policy, because I wish to take another term insurance policy, if possible suggest me best one

Dear Prasad, 1 — You may consider 2 to 3 funds, ex — HDFC mid-cap opportunities fund, UTI Equity & TATA Balanced fund.

It includes UTI Equity Tax Savings Plan, UTI Long Term Advantage Series - II, UTI Long Term Advantage Series - I, and Master Equity Plan Unit Scheme.

I have a lump sum investment in UTI equity DP Growth for last 3 years.

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...

Dear mandar, UTI equity is a multi-cap oriented fund.

UTI Equity Fund (G)

Need your advice whether I should remain invested in UTI equity?

Based on your suggestion «best equity fund to invest 2015 & 2016» I had started SIP in UTI Equity fund.

Focused Bluechip Equity - Drt Growth - 3000 per month uti Equity Fund - Direct plan - Growth - 3000 per month HDFC Balanced Fund - DP - Growth - 1500 per month Franklin India Prima Plus — Direct — Growth 1500 per month HDFC Infrastructure Fund — Growth - 20,000 one time investment 8 years back.

UTI Equity fund 2.

Dear Manish, Yes, UTI Equity fund's performance has not been upto the mark after the change of its fund manager.

Dear Sreekanth, Presently I am investing Rs. 5000 / Month in HDFC Top 200, ICICI Pru Focussed Bluechip, ICICI Pru Value Discovery, UTI Equity and UTI Opportunity Fund.

Dear Suresh, Thank you for reading my blog posts & book - marking relakhs.com My suggestion would be except UTI Equity fund, you may continue with your investments in other funds.

Dear Rajesh, You may switch the existing units of UTI equity to ICICI bluechip & HDFC balanced fund.

I am a regular visitor of our site and been investing since aug - 2015 and by your suggestions my investment are as below 1) axis long term equity fund — 4000 monthly (for tax saving) 2) franklin tax shield — 3000 monthly (for tax saving) 4) hdfc balanced fund — 1000 monthly 5) hdfc midcap oppor.fund — 1000 monthly 6) uti equity fund — 1000 monthly time horizon - 10 years.

I am investing in UTI equity and UTI mid cap as per your suggestion in 2016 best fund (total 6 fund).

Suggest you to check portfolio overlap between icici bluechip Vs uti equity funds & between canara emerging Vs hdfc mid-cap funds.

and 56 % b / w icici blue and uti equity fund.So how much overlap will be consider for any investor.

UTI equity, UTI mid cap, Franklin prima plus, Franklin smaller co..

DOM - 2019 Mutual Funds (Long term Reliance / Tata Retirement / Franklin pension schemes)-5 Lakhs - till 58/60 years age Mutual Funds (UTI Equity - 2.5 Lakhs, Tata / HDFC Balanced Fund - 5 Lakhs - 10 years or above term

As you are starting afresh, instead of UTI equity fund you may consider Birla Frontline / ICICI Focused bluechip.

- PM from 2014 HDFC Mid cap Opportunities 2500PM from 2015 ICICI Pru value discovery fund 3000 PM from 2015 ICICI pru tax plan 3000PM from 2015 UTI equity growth 5000PM from 2016.

UTI equity - 5000 2.

Hello Sreekanth, Many thanks for getting back to me I am thinking about Mid / Small cap mutual funds like UTI equity mid cap, Franklin build India, DSP BR micro cap fund, SBI blue chip fund as they give maximum returns in 3 yrs what do you think?

You may consider hdfc midcap / uti equity / idfc premier equity form mid-cap space.

Funds for 5 + time horizon: You may consider investing in ICICI Prudential Focused Bluechip fund, UTI Equity fund, Franklin India Prima plus fund & HDFC Balanced Fund.

For future education, I am planning to start SIP of 5000 rs each in 2 Mutual funds — Axis Equity fund and UTI Equity Fund with an investment horizon of next 5 - 10 years.

You may keep the below funds; HDFC Mid-cap UTI Equity / ICICI Focused UTI Opportunities ICICI Value.

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).

You may use «Portfolio overlap tools «and try to compare hdfc top 200 Vs ICICI bluechip fund Vs UTI equity Vs uti opp funds.

Also, note that the fund manager of UTI Equity has been changed, so do track its performance for the next 12 to 18 months.

The UTI Equity Fund is a large cap fund with a stated objective of investing at least 80 percent of its corpus in equity and equity related instruments which contain medium to high risk, and up to 20 percent in debt and money - market instruments with low to medium risk profile.

When one goes through various types of equity allocations in the fund, it would be safe to say that UTI Equity Fund is large cap tilted.

While the fund beat the category average in 3, 5 and 10 year period, UTI Equity Fund underperformed in the past year.

From the above inference, we understand that though UTI Equity has performed competitively in the past 3 and 5 years, the performance in the last one year has been dismal as compared to its peers.

UTI Equity Fund has proven itself to be a long - standing player, given the consistency in returns in all these years, baring the past year.

UTI Equity has performed below expectation, if you consider its performance with respect to its peers.

The top five holdings for UTI Equity Fund include HDFC Bank (6.95 percent), Infosys (5.23 percent), IndusInd Bank (5.13 percent), HDFC (5.10 percent) and Yes Bank (4.47 percent).

The UTI Equity Fund was launched on May 18, 1992.

Compared to its peers, UTI Equity Fund has had a higher tilt to large caps, especially in the years 2014 - 15, though in the past months, the relative exposure has been reduced.

The UTI Equity Fund has returned 12.29 percent return per annum since launch.

Birla Sun Life Frontline Equity Fund has managed to beat the returns given by UTI Equity across 1, 3, and 5 years.

CANARA ROBECO EMERGING EQUITIES — GROWTH - 2000 / month sip Franklin India High Growth Companies Fund - 2000 / month sip Uti equity fund - 2000 / month sip Axix long term equity - for tax planning - 2000 / month

Portfolio 3 (wealth and retirement) 1) UTI Equity — 1K / month 2) Franklin India Prima Plus (**** instead of GS Nifty BeES)-- 1K / month 3) HDFC Balanced — 2K / month 4) Reliance Small cap — 2K / month 5) DSP Blacrock Micro Fund — 2K / month

Sir, I am investing 5000 PM for UTI equity, 5000 for Franklin small companies and 5000 for HDFC mid cap fund.

Dear Ramsha, Out of the three funds, given a choice, I would invest in UTI equity.