Sentences with phrase «asset allocation scheme»

There are three things to consider when determining an asset allocation scheme: your time horizon, risk tolerance, and individual financial circumstance.

Schleef and Eisinger compare lifecycle strategy with a number of fixed asset allocation schemes in Monte Carlo simulations and conclude that a 70 % equity, 30 % long term corp bonds does as well as all of the lifecycle funds.

Not exact matches

In case the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unit holders and give them option to exit the scheme at prevailing NAV without any load.

In case the mutual fund wants to change the asset allocation on a permanent basis, they are required to inform the unitholders and giving them option to exit the scheme at prevailing NAV without any load.

To seek capital appreciation by managing the asset allocation between specified equity and debt schemes of HDFC Mutual Fund Read More

Such schemes are generally passive funds as the managers need not research much for asset allocation.

Diversification and asset allocation, in the TAVF scheme of things, are merely surrogates for knowledge and control.

In the moderate allocation category, childcare schemes such as HDFC Children's Gift Investment, LIC Nomura MF Children, Templeton India Children Gift Growth and UTI Children's Career Balanced function on the lines of balanced funds and have close to 60 % of asset allocation to equities.This category has offered average returns of 12.4 % in 10 years.

Schemes in the third category (Equity funds) have 100 % asset allocation to equities.