Secure fund for low risk profile investors, debt fund for medium risk profile investors and blue
chip equity fund for high risk profile investors.
Segregated Fund Identification Number (SFIN): Blue
Chip Equity Fund ULIF01511 / 02 / 14BLUECHIPEQ0138, Accelerator Fund ULIF01203 / 09 / 10ACCELERATE0138 Opportunity Fund ULIP01627 / 06 / 16OPPORTUN0138) Stable Fund ULIF01303 / 09 / 10STABLE0138 Secure Fund ULIF00505 / 07 / 08SF0138, Debt Fund ULIF00405 / 07 / 08DB0138.
Cover Amount (Base Sum Assured): Rs. 15 lakhs, Policy Term: 10 years, Premium Payment Mode: Single, Premium: Rs. 1,50, 000 / -, Investment Strategy: 100 % Blue
Chip Equity Fund.
According to their Press Release, «The Ulip has no premium allocation charge and offers three investment fund options — Blue
Chip Equity Fund, Secure fund and Debt fund».
Greg Placidi is senior portfolio manager at Excel Investment Counsel and runs the Excel Blue
Chip Equity Fund.
For Greg Placidi, senior portfolio manager at Excel Investment Counsel, that's the strategy behind the Excel Blue
Chip Equity Fund.
Or that the TD U.S. Blue
Chip Equity Fund couldn't even beat a lowly S&P 500 index fund over the last decade.
ICICI Pru focused blue
chip equity fund is my pick.
1) ICICI Pru Focused Blue -
chip Equity Fund — 3K 2) Mirae Emerging Blue Chip Fund — Direct Plan (G)-- 4K 3) Franklin India Taxshield fund.
Large Cap — Birla SL Frontline Equity (G)-- Direct Kotak Select Focus Fund — Direct (G) ICICI Pru Focused Blue -
chip Equity Fund SBI Blue chip fund
ICICI Prudential Focused Blue
Chip equity Fund — 4,000 / - 4.
I have already ICICI prudential focused blue -
chip equity fund and hdfc balance fund.
ELSS: Axis Long Term Equity Fund (G)-- 3000 Large Cap: ICICI Prudential Focused Blue
Chip Equity Fund (G)-3000 Small Cap: Franklin India Smaller Companies (G)-2000 Balanced Fund: HDFC Balanced Fund (G)-1000 Diversified Equity: Franklin India High Growth Companies (G)- 1000
Not exact matches
If you're a young startup without extensive
funding, one of the bargaining
chips in your back pocket is offering
equity in lieu of a higher salary or better benefits.
I plan: 5 % — swing for the fences 10 % — save for big blue
chip bargain buys that pop up throughout the year 10 % — VNQ, other than our primary residence, I have no exposure to RE, so this should help with that 15 % — VXUS, international index exposure 60 % — VTI, total stock market index (as I get older, I will be also adding BND or a bond
fund, but at 32, I'm working on building
equities!)
From big Blue
Chip stocks to
funds focused on dividend - paying companies, our US
Equity funds tap the world's largest economy.
1) SBI Blue
chip fund — 4k 2) Birla Sunlife Front line equity fund — 4k 3) ICICI Pru Value Discovery Fund — 4k 4) Franklin India Smaller company fund — 4k 5) Mirae Asset Emerging Blue chip / UTI mid cap fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax sav
fund — 4k 2) Birla Sunlife Front line
equity fund — 4k 3) ICICI Pru Value Discovery Fund — 4k 4) Franklin India Smaller company fund — 4k 5) Mirae Asset Emerging Blue chip / UTI mid cap fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax sav
fund — 4k 3) ICICI Pru Value Discovery
Fund — 4k 4) Franklin India Smaller company fund — 4k 5) Mirae Asset Emerging Blue chip / UTI mid cap fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax sav
Fund — 4k 4) Franklin India Smaller company
fund — 4k 5) Mirae Asset Emerging Blue chip / UTI mid cap fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax sav
fund — 4k 5) Mirae Asset Emerging Blue
chip / UTI mid cap
fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax sav
fund — 4k 6) Franklin Tax shield - Every year 30000 / -(may vary) as lumpsum for tax saving.
SIP Details as below (Monthly Basis) ELSS Axis Long term
equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth
equity fund Direct Growth: 2000 / - Large Cap SBI Blue Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
fund Direct Growth: 2000 / - Large Cap SBI Blue
Chip Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
Fund Direct Growth: 3000 / - Mid Cap Franklin India Prima
fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
fund Direct Growth: 3000 / - Small Cap Franklin India Smaller companies
fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
fund Direct Growth: 2000 / - Diversified ICICI Prudential value discovery
fund Direct Growth: 3000 / - Balanced fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
fund Direct Growth: 3000 / - Balanced
fund HDFC Balanced Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
fund HDFC Balanced
Fund Direct Growth (Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
Fund Direct Growth (
Equity based Balanced Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth
Equity based Balanced
Fund): 3000 / - Debt Fund Birla Sun Life Short term fund Direct Growth:
Fund): 3000 / - Debt
Fund Birla Sun Life Short term fund Direct Growth:
Fund Birla Sun Life Short term
fund Direct Growth:
fund Direct Growth: 5000
I've choosen SBI Blue
Chip as it is low risk
fund and has low overlap againt FT Prima plus compared to ICICI focused bluechip equity and Birla SL Front line Equity F
fund and has low overlap againt FT Prima plus compared to ICICI focused bluechip
equity and Birla SL Front line Equity
equity and Birla SL Front line
EquityEquity FundFund.
DSP BlackRock Micro Cap
Fund 5000 DSP Tax Saver 5000 Reliance Tax Saver 2500 Reliance small cap 5000 Kotak select focus fund 4000 L&T india value Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity
Fund 5000 DSP Tax Saver 5000 Reliance Tax Saver 2500 Reliance small cap 5000 Kotak select focus
fund 4000 L&T india value Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity
fund 4000 L&T india value
Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity
Fund 4000 ICICI Pru discovery 3000 Mirae Asset Emerging Bluechip
Fund 3000 SBI Blue Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity
Fund 3000 SBI Blue
Chip Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life Equity
Fund 4000 Franklin India Smaller Companies 2000 Birla Sun Life
Equity 2500
The percentage of overlap accross SBI Blue
Chip, ICICI focused bluechip
equity and Birla SL Front line Equity Fund is very high (56 % —
equity and Birla SL Front line
Equity Fund is very high (56 % —
Equity Fund is very high (56 % — 76 %).
SBI Blue
Chip Fund — Growth —
Equity — Diversified --- Rs. 5000 ---- one time investment 4.
P / B P / E SD Sharpe ratio Beta Alpha Franklin india high growth companies
fund (multi cap) 3.2 23.7 15.34 1.62 0.99 15.36 Franklin india smaller companies
fund (mid & small cap) 3.4 22.3 16.2 1.82 0.97 20.13 Mirae asset emerging blue
chip fund (mid & small cap) 3.42 23.43 15.34 1.88 0.91 19.24 Axis long term
equity fund (ELSS tax saving) 8.55 35.3 13.43 1.76 0.88 15.1
HDFC Balanced
Fund — Rs 5000 Axis Long Term Equity Fund — Rs 5000 ICICI Prulife focused blue chip fund — Rs 5000 HDFC Top200 — Rs
Fund — Rs 5000 Axis Long Term
Equity Fund — Rs 5000 ICICI Prulife focused blue chip fund — Rs 5000 HDFC Top200 — Rs
Fund — Rs 5000 ICICI Prulife focused blue
chip fund — Rs 5000 HDFC Top200 — Rs
fund — Rs 5000 HDFC Top200 — Rs 5000
Two are hedge
funds undergoing conversion (LDR Preferred Income and Livian
Equity Opportunity), two are edgy internationals (Frontier Silk Invest New Horizons and Harbor International Small Cap, managed by Barings) and one an ESG - oriented blue
chip fund, TCW New America Premier
Equities.
For the
equity component of the portfolio the
fund, FCISX focuses on stocks that maintain relatively high dividends, which tend to be large - cap blue -
chip stocks.
Dear Sir I Started Investing in MF from year 2009 in Regular Plans without any brokerages involved directly in IDFC Premier
Equity fund, reliance Regular Savings Fund and in 2010 ICICI Focused Blue Chip all SIPs are in Growth Option and subsequently from Jan 2013 all old SIPs were stopped and new SIP in Direct Plan was Started automatica
fund, reliance Regular Savings
Fund and in 2010 ICICI Focused Blue Chip all SIPs are in Growth Option and subsequently from Jan 2013 all old SIPs were stopped and new SIP in Direct Plan was Started automatica
Fund and in 2010 ICICI Focused Blue
Chip all SIPs are in Growth Option and subsequently from Jan 2013 all old SIPs were stopped and new SIP in Direct Plan was Started automatically.
Hodges
Equity Income
Fund (HDPEX) merged into the Hodges Blue
Chip Equity Income
Fund (HDPBX) on March 31, 2016.
SBI Blue
Chip Fund (D) Axis Long Term
Equity Fund (G) HDFC Mid-Cap Opportunities
Fund (G) Reliance Tax Saver (ELSS)
Fund — Growth
1) UTI
equity scheme (3k) 2) ICICI pru focussed blue
chip or hdfc top 200 (3k) 3) HDFC Balanced (3k) 4) Franklin India smaller cos (3k) 5) Birla sunlife mnc
fund (3k)
Direct
Equity Exposure — 2.5 Lakhs (Shares of Asian Paints) Life Insurance Term Plan HDFC Life Click 2 Protect — 1 crore (Insured value) Other Insurance plans LIC — 2000 / Month (all plans put together) PPF — 20000 / Year Health Insurance — Provided by Employer MF — SIP's ICICI Direct Focused Blue
chip — 1000 / month (10 year horizon) Franklin India Smaller Companies
Fund GROWTH — 2000 / month (10 year horizon)
Aditya Birla SL
Equity Fund (2000) Reliance Tax saver (2000) Axis long term equity (2000) SBI Blue chip (2000) Reliance small cap (
Equity Fund (2000) Reliance Tax saver (2000) Axis long term
equity (2000) SBI Blue chip (2000) Reliance small cap (
equity (2000) SBI Blue
chip (2000) Reliance small cap (2000).
I would like to know the main difference between investing, say 2k per month in a
equity fund (ICICI focused blue chip fund) and balanced fund (HDFC Balanced Fund) for say 25 ye
fund (ICICI focused blue
chip fund) and balanced fund (HDFC Balanced Fund) for say 25 ye
fund) and balanced
fund (HDFC Balanced Fund) for say 25 ye
fund (HDFC Balanced
Fund) for say 25 ye
Fund) for say 25 years.
1) Axis Long term Eqity
fund - Growth - 1000 / - 2) Mirae Asset emerging Blue
chip fund - Regular plan growth - 1000 / - 3) Reliance
equity opportunities
fund - 1000 / - 4) Sundaram select mid capregular plan growth - 1000 / -
ICICI Pru Focused Bluechip
Equity Fund Reg Plan Growth — Large Cap — Rs 1000 SBI Blue Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs
Fund Reg Plan Growth — Large Cap — Rs 1000 SBI Blue
Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs
Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities
Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs
Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap
Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs
Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP
FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs
FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified
Equity --- Rs 2000 HDFC Balanced
Fund (G)-- Balance Fund — Rs
Fund (G)-- Balance
Fund — Rs
Fund — Rs 1000
Franklin India Prima Plus: 2500 SBI Blue
chip: 2500 Franklin India High Growth Companies
Fund: 1000 BIRLA SUN LIFE FRONTLINE EQUITY FUND — GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
Fund: 1000 BIRLA SUN LIFE FRONTLINE EQUITY FUND — GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
Fund: 1000 BIRLA SUN LIFE FRONTLINE
EQUITY FUND — GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
FUND — GROWTH: 1000 HDFC Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
FUND — GROWTH: 1000 HDFC
Equity Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell fund not doing g
Fund — Dividend: Invested 1000 for 3 year now stopped SIP as I fell
fund not doing g
fund not doing g
fund not doing good.
I'm in between UTI Opportunities
Fund, Franklin blue - chip, an additional UTI Equity fund — to replace the SBI Bluec
Fund, Franklin blue -
chip, an additional UTI
Equity fund — to replace the SBI Bluec
fund — to replace the SBI Bluechip.
For my portfolio I have shortlisted 4
funds 1) SBI Blue
Chip Fund (G)[Large Cap](2) UTI Mid Cap
Fund (G)[Mid cap](3) UTI MNC
Fund (G)[Div
equity](4) HDFC High Interest
Fund — Dynamic Plan (G)[Debt Long Term].
ICICIPRU FOCUSED BLUE
CHIP fund — 2000 FRANKLIN SMALLER COMPNIES — 1000 AXIS LONG TERM
Equity fund — 2000 TATA balanced
fund — 2000 HDCF Balance
fund -2000
The other nearest competitors for these
funds are HDFC Top 200 (lost due to high Standard Deviation), Franklin India Blue
chip Fund, Birla Sunlife Frontline Equity Fund and ICICI Top 100 f
Fund, Birla Sunlife Frontline
Equity Fund and ICICI Top 100 f
Fund and ICICI Top 100
fundfund.
Prior to joining the firm in 1998,
Chip was a portfolio manager with the Florida State Board of Administration responsible for managing their internal special situation
equity fund.
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?
sir i have started investing in these
funds elss: axis long term
equity SIP; 2000 LARGE CAP: SBI BLUE
CHIP fund; 2000 sbi magnum mid cap
fund; 1500 dsp black rock micro cap
fund; 1500
1: franklin india prima plus 2: birla sunlife frontline
equity fund 3: axis long term
equity fund 4: mirae asset emerging blue
chip Also suggest the % allocation of investment in each
fund Thanks
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 Pharma 2.75 %
elss: axis long term
equity SIP; 1500 LARGE CAP: SBI BLUE
CHIP fund; 2000 sbi magnum mid cap
fund; 1500 dsp black rock micro cap
fund; 2000
Continue existing
fund and add additional amount in new
fund: ---------------------------------------------------------- SIP # 1 (existing) 1 Franklin India Blue -
chip (G)
Equity — Large - cap
funds 2 HDFC
Equity (G)
Equity — Large - cap
funds 3 SBI Emerging Business (G)
Equity — Mid & small - cap
funds
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 / -.
ICICI Prudential Focused Bluechip
Equity Fund (35 %), ICICI Prudential Value Discovery fund (20 %), Mirae Asset Emerging blue - chip fund (20 %), DSPBR Micro cap Fund (2
Fund (35 %), ICICI Prudential Value Discovery
fund (20 %), Mirae Asset Emerging blue - chip fund (20 %), DSPBR Micro cap Fund (2
fund (20 %), Mirae Asset Emerging blue -
chip fund (20 %), DSPBR Micro cap Fund (2
fund (20 %), DSPBR Micro cap
Fund (2
Fund (25 %)
SBI Blue
Chip Fund — Direct Plan — Growth — 4000 Rs Franklin India Smaller Companies (Direct Growth)-- 2000 Rs HDFC Balanced Fund Direct Growth (Equity based Balanced Fund)-- 2000 Rs L & T Value fund Direct Growth — 200
Fund — Direct Plan — Growth — 4000 Rs Franklin India Smaller Companies (Direct Growth)-- 2000 Rs HDFC Balanced
Fund Direct Growth (Equity based Balanced Fund)-- 2000 Rs L & T Value fund Direct Growth — 200
Fund Direct Growth (
Equity based Balanced
Fund)-- 2000 Rs L & T Value fund Direct Growth — 200
Fund)-- 2000 Rs L & T Value
fund Direct Growth — 200
fund Direct Growth — 2000 Rs