Sentences with phrase «corpus funds»

For this, let's review the following investment options for pre-retirement phase where we earn or accumulate our funds and post-retirement phase covering allocation or distribution of corpus funds.

I am looking for two corpus funds of 1.5 Cr and 1.8 Cr.

These plans are also known as retirement plans and essentially are life insurance plans which are the best means of building a corpus fund for the years of retirement.

Retirement at my age 60 yrs corpus fund should be 2.5 Cr as per the calculator provided in the site.

I'm planning to invest around 20K / Month for: 1) daughter's education: — 14 yrs from now (Large Cap = 1K, Large + Mid = 2K, Mid + Small = 3K) = 6K / month 2) daughter's marriage: — 20 years (Large Cap = 1K, Large + Mid = 2K, Mid + Small = 3K) = 6K / month 3) corpus fund for wealth creation and retirement: 20 + years (Index fund = 1K, Debt long term = 2K, Global Mutual fund = 1K, Mid + Small = 4K) = 8K / moth.

Also, a wealth creation (corpus fund) for daughter's marriage.

By investing in ULIP, you can build a corpus fund over a period to meet your financial goals like child's education, retirement planning, home loan, etc..

Retirement at my age 60 yrs corpus fund should be 2.5 Cr as per the calculator provided in the site.

This is a unit - linked pension plan that helps you to collect a corpus fund to look you through the retirement years.

The corpus fund which LIC has is far more than sum total of all the banks taken together.

Not exact matches

In this video we take you through the different benefits a mutual fund investor can avail of to grow his corpus and meet his financial goals by choosing the right kind of funds for the time horizon he has set to meet his financial goals.

The fund has a target corpus of Rs 75 crore, including an option to raise additional Rs 25 crore.

Early - stage venture capital fund YourNest Angel Fund says that it has made a first close today, raising the initial corpus frofund YourNest Angel Fund says that it has made a first close today, raising the initial corpus froFund says that it has made a first close today, raising the initial corpus from...

You can withdraw only 60 % of the accumulated corpus under NPS, 40 % of the remaining fund should be compulsorily invested in Annuity schemes after attaining 60 years.

The remaining portion of corpus can be invested in MIP (growth option) + in a Balanced fund for say next 5 years or so.

Do not withdraw the accumulated funds meant for building your retirement corpus.

So, based on the prevailing market conditions and cash - flows, the fund manager can take call on allocation of corpus to large / mid / small cap stocks.

So, if a mutual fund scheme invests a major portion of its corpus in Large companies then it can be classified as a «Large - cap» fund.

Retirement / pension fund of any company is good for young investors and also for long term investors who are seriously looking for creating their retirement corpus.

You may continue these SIPs, may be for next 15 years and slowly move the accumulated corpus (15th year to 20th year period) to safe / debt oriented financial securitieds (like Debt mutual funds / FDs / Post office schemes).

If by other Asset classes you mean other than equity, i.e. debt funds, liquid funds, arbitrage funds, FD's etc then yes majority of our lump - sum corpus has been invested in these asset classes only.

2 — The time - horizon is different for balanced fund, so kindly check the allocation % as per your expected / required goal amount / corpus amount.

Dear Abhijit, MIP funds do invest a small pecentage of their corpus in equity securities.

if fund X corpus is 100000 rupee and fund Y corpus is 500000 rupee then which fund have better chance to diversification I think it is fund Y have better chance of diversification due to It's large AUM size.

So, if you understand and aware of them, you may go ahead and allocate a small portion of your investible corpus to sector fund.

In this video we take you through the different benefits a mutual fund investor can avail of to grow his corpus and meet his financial goals by choosing the right kind of funds for the time horizon he has set to meet his financial goals.

Balanced funds invest the corpus in both equity and debt products.

Large - cap mutual funds invest a higher portion of the corpus is companies with greater market capitalization.

So, if I do a SIP in mutual funds of Rs. 12,000, I can pre-pay my left loan in 10th year using my corpus which has been accumulated through Mutual Fund SIPs.

Best Monthly Income Plan Background of Monthly income plan Monthly Income Plan or the MIP is basically a debt - oriented hybrid mutual fund where nearly three - fourth of the corpus is invested...

Monthly Income Plan or the MIP is basically a debt - oriented hybrid mutual fund where nearly three - fourth of the corpus is invested in debt instruments such as debentures, government securities, and the likes.

I want to invest in Mutual fund through SIP to fulfill my objective of acquire a corpus of Rs. 30 lacs after 15 years.

SBI magnum global fund - reg - 2000 /, Reliance tax saver - growth plan - 3000 /, Axis long term equity fund - 6000 / and DSP tax saver fund - reg - g - 3000 / plus i have started with ppf 150000 / plus i have two lic policies amounting 48000 (jeevan saral and jeevan jyoti) i plan to build a corpus of 1c in 15 years and can invest 50000 pm.kindly suggest.

so I endorse your views on investing a portion of their retirement corpus in mutual funds.

Ultimate goal is to generate sufficient corpus of funds for one child education (8 years), marriage (15 years) and retirement (20 years).

However, I want them to invest a part of their retirement corpus in some balanced mutual fund as this is still the early stage of retirement.

Going by history, No equity exposure for long term will generate less corpus than an ELSS mutual fund investment for the same duration

In short term NAV may go down, however, in equity mutual funds, in the long term positive returns are expected which will help in increasing the corpus with the help of compounding.

ELSS is diversified equity funds that invest a majority of the corpus in equities and related securities.

Returns are not constant and also markets are volatile, trying doing SWP from any agressive performing equity mutual fund taking worst year i.e., 2008 into consideration, you will never have run out of corpus for with drawing.

Retirement fund body EPFO has nearly six crore subscribers and manages a corpus of about Rs 10 lakh crore.

Large cap funds are schemes that invest a significant portion of their corpus in companies with large market capitalization (in excess of Rs. 10000 crores).

But now my total fund value is only Rs 32000.00 (Rs 39996.00 investment done till date), i purchased this product so as to get handsome monthly pension after 20 years by depositing the corpus amount in some Annuity plan.

Dear shrikanth I have 50lacs as my Vrs corpus which I want to invest in only equity mutual funds for 7 years for wealth creation.

(I «m planning to move 5L of this corpus to a long - term debt fund when my monthly money flow increases — may be in 2 year time)

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

Also, do not use your retirement corpus to fund your property construction.

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 Priya, With 15 - 20 years of time horizon and with the list of good funds you have invested in, I am sure you will accumulate good corpus to achieve your financial goals.

If you had 40 Lakhs to invest lets say as retirement corpus, which funds would have you invested in (Lets say you pnly had option to go for lumpsump mode and only in mutual funds).