Sentences with phrase «balanced equity oriented funds»

There are around 53 Hybrid or balanced equity oriented funds.

Please let me know which of the balanced equity oriented funds belong to the latter category.

Dear Amoghm, If tax saving is not one of your investment objectives then you may consider investing in regular equity oriented funds, like Diversified equity fund, balanced equity oriented fund or mid / small cap funds.

Not exact matches

Dear Surekha, You may consider investing in an equity oriented balanced fund for the next 3 years.

Now i need your guidance in identifying the MF categories to be used for achieving my goals; Personally i am interested to invest in predominantly in Large Cap, Multi cap, Balanced funds (Equity - oriented) to achieve my goals;

HDFC Balanced Fund — Growth — Direct — 5000 Rs (Hybrid — Equity Oriented — 3 to 5 yrs) 3.

Dear surekha, For a 3 year horizon, you may consider investing in an aggressive MIP fund & a small allocation in Equity oriented balanced fund (balanced fund, you may try to remain invested for > 3 years).

Please suggest some suitable equity oriented as well as debt oriented balanced mutual funds.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity obalanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity orienfund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oBalanced Fund — Equity orienFund — Equity oriEquity oriented.

The other funds (HDFC balanced, ICICI Focused & HDFC Top200) are just Equity oriented funds.

In terms of taxation, the balanced mutual funds that invest at least 65 % in equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital Equity oriented) attract no tax liability on Long Term Capital Gains.

Dear Narasimha ji, There is no lock - in period for equity oriented balanced funds as such.

Suppose I invested 1 lakh in balanced (equity oriented) fund in 2014 — 2015 which has completed a year.

2 — Equity oriented funds example: HDFC balanced fund or TATA balanced fund.

I believe returns of 10 % and above from a balanced fund (equity oriented) is a bonus.

Dear Jacob, You may select 3 funds — Equity diversified, Mid-cap oriented and a Balanced fund.

Top performing Equity Oriented Balanced Funds Above table provides the past performance of balanced funds (equity orieEquity Oriented Balanced Funds Above table provides the past performance of balanced funds (equity orOriented Balanced Funds Above table provides the past performance of balanced funds (equity orBalanced Funds Above table provides the past performance of balanced funds (equity orienFunds Above table provides the past performance of balanced funds (equity orbalanced funds (equity orienfunds (equity orieequity orientedoriented).

Examples are: Large cap, Mid-cap, Balanced funds (equity oriented), Sector funds etc.,

Ex: HDFC Balanced fund & Birla Equity oriented fund.

The Balanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the poBalanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the pobalanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfofund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfoFund Manager will book profit from equities and rebalance the portfolio.

You may consider to invest in Diversified equity fund, Mid-cap oriented fund & in one balanced fund.

Hence, for people who want to take advantage of the safety of debt instruments without foregoing the tax efficiency of Equity funds can opt Equity oriented Balanced funds.

Equity oriented balanced funds have similar tax treatment as Equity mutual funds, i.e. Tax free after 1 year and 15 % tax if redeemed before 1 year of investment.

So, let's have a re-look at some of the Top and Best Performing Equity Oriented Balanced Funds.

You may consider one Large cap fund and one Equity oriented balanced fund.

Which are the best Balanced Mutual Funds (equity oriented schemes)?

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balancedequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balancbalanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balanced Ffund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented BalancedEquity Oriented BalancedBalanced FundFund.

If the average debt exposure is around 60 % and equity is 40 % then these funds are treated as Balanced funds — Debt oriented.

Though Equity oriented Balanced funds have low risk profile compared to pure Equity funds, but it does not mean that they are totally risk - free.

Balanced funds are equity - oriented hybrid funds that invest at least 65 % of their assets in equities.

Dear Karan, You may consider investing in an equity oriented balanced fund instead of multi-cap fund for your 5 year goal.

Typically an equity oriented balanced fund invests around 20 to 30 % of fund corpus in Debt related securities.

Need your advice on a monthly sip of 15 k f (investment horizon of 15 years) for my younger daughters post grad education.I was planning to invest 5 k each in a debt oriented fund (ICIC pru long term growth), balanced fund (HDFC balanced fund) & a ELSS fund (Axis long term equity fund)- assumption based on a return of 12 % post tax and hence a corpus of 65 - 70 lacs at the end of this invetsment term of 15 yrs.Education inflation taken at 10 %.

Dear Mr Nair, Most of the Balanced funds are equity oriented only.

Let's say, you can afford to take high amount of risk, then you can allocate funds across large / multi / mid-cap and also Equity oriented balanced funds.

I would like to invest 5k SIP in mutual fund, but not clear whether to invest in Balanced fund or equity oriented fund or shall I invest in both types (2.5 k each)

As market is touching new highs every other day, do you think that it is wise to invest in equity oriented balanced funds.

Dear Siddharth, If you do not need this money for next 5 years and have a horizon of 5 years, then combination of a balanced fund equity oriented + an MIP fund makes sense.

Most of the balanced funds are equity oriented ones too (these are also known as Hybrid — Equity oriented fequity oriented ones too (these are also known as Hybrid — Equity oriented fEquity oriented funds).

You may add one equity oriented balanced fund instead of small cap or one mid-cap fund.

Read: Best Balanced funds — Equity oriented.

Open - ended and Equity: Multi Cap --- Franklin India High Growth Companies fund Open - ended and Equity: Large & Mid Cap ---- Mirae Asset India Opportunities fund Open - ended and Equity: Large & Mid Cap ---- Birla sunlife frontline equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund Equity: Multi Cap --- Franklin India High Growth Companies fund Open - ended and Equity: Large & Mid Cap ---- Mirae Asset India Opportunities fund Open - ended and Equity: Large & Mid Cap ---- Birla sunlife frontline equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund Equity: Large & Mid Cap ---- Mirae Asset India Opportunities fund Open - ended and Equity: Large & Mid Cap ---- Birla sunlife frontline equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund Equity: Large & Mid Cap ---- Birla sunlife frontline equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund equity fund Open - ended and Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund Equity: Mid & Small Cap ---- Franklin India Smaller companies fund Open - ended and Hybrid: Equity - oriented ---- Tata Balanced fund Equity - oriented ---- Tata Balanced fund PLAN A

You may invest in a Diversified equity fund + Balanced fund + Mid-cap oriented fund till atleast 5 years before your planned retirement age.

Hello sir, I was also thinking for TATA balanced fund equity oriented... I would nt take the name of the company... Do nt knw they may be reading ur blog too... Such a greaablog..

Dear Bhavin, For a 5 year investment horizon, equity oriented balanced funds can be an ideal choice.

Dear Ashish, Investing in Equity oriented funds can be one of the best options for long - term wealth accumulation Consider one balanced fund and one Mid-cap oriented fund (Ex: HDFC balanced fund & Franklin Smaller co's fund).

2 — More than 5 years then you can consider investing in Equity oriented funds, especially in a balanced fund.

L & T India Prudence Fund Equity Oriented 11.22 % UTI MNC Fund Balanced 12.68 % Franklin Build India Fund Infrastructure 16.98 % Mirae Asset Emerging Blue chip Fund Mid Cap 14.97 % ICICI Pru Regular Income Fund Debt oriented 3.48 % UTI Transport & Logistic Fund Others 8.79 % DSP BlackRock Micro Cap Fund Small Cap 6.94 % ICICI Value Discovery Fund Multi Cap 5.20 % SBI Pharma Fund PharmOriented 11.22 % UTI MNC Fund Balanced 12.68 % Franklin Build India Fund Infrastructure 16.98 % Mirae Asset Emerging Blue chip Fund Mid Cap 14.97 % ICICI Pru Regular Income Fund Debt oriented 3.48 % UTI Transport & Logistic Fund Others 8.79 % DSP BlackRock Micro Cap Fund Small Cap 6.94 % ICICI Value Discovery Fund Multi Cap 5.20 % SBI Pharma Fund Pharmoriented 3.48 % UTI Transport & Logistic Fund Others 8.79 % DSP BlackRock Micro Cap Fund Small Cap 6.94 % ICICI Value Discovery Fund Multi Cap 5.20 % SBI Pharma Fund Pharma 2.75 %

If you invest a portion of your fund in Equity oriented balanced funds, on redemption (after 5 years) the gains (if any) are tax - exempted.

You may consider an equity oriented balanced fund & one Large cap fund.