Sentences with phrase «corpus in a balanced fund»
You may also invest a small portion of the corpus in a balanced fund for next 5 years or so.
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2 — He can invest in Sr.C.S.S and also consider investing atleast in Aggressive MIP fund and a small portion of retirement corpus in a balanced fund (remain invested for atleast for 5 years).
Not exact matches
The remaining portion of corpus can be invested in MIP (growth option) + in a Balanced fund for say next 5 years or so.
Balanced funds invest the corpus in both equity and debt products.
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.
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 Abinesh, As suggested in my previous comment, consider allocation some portion of the corpus in MIP and balanced funds.
For medium term goal (6 year), you may consider corpus allocated in Balanced fund, can contribute more to it (if required).
You may consider setting STP from a liquid fund to an equity oriented balanced fund (s), may remain invested in a balanced fund for 5 to 6 years and then can gradually move your accumulated corpus to safer investment avenues, as you reach the target year.
* A small portion of your fund corpus in MF MIP — Growth option + Balanced fund — Growth option for say next 5 years.
Is it not possible for a retired person to invest in Equity based balanced fund and starting SWP after 1 year at a reasonable rate say 8 % p.a. so that his income would be tax free and and fund corpus also grows steadily?