Sentences with phrase «diversified equity funds»

When you withdraw money from diversified equity funds after 15 years, there would not be any tax.

If you have a time frame of 8 - 10 years till your child attends college, you can consider investing in diversified equity funds, debt - oriented balanced funds or equity - oriented balanced funds.

ULIP investors have the option of investing across various schemes, i.e., diversified equity funds, balanced funds, debt funds etc..

For example, Parents planning a 15 - year investment for their children must have increased exposure to diversified equity funds for the first 10 years and then gradually shift exposure to debt funds in the last five years.

Analysts advise that during the younger years of the child, parents should invest most of their money in pure diversified equity funds.

But over time, a core portfolio of diversified equity funds can become overweighted in a sector that has been outperforming the broader market.

This list highlights the best U.S. diversified equity funds from 2008 to 2017, based on each fund outperforming the S&P 500 over the last one -, three -, five - and 10 - year periods.

As an example, you can invest in diversified equity funds or in large sized companies as a strategic approach towards the long term goals.

Dear Ragini, You may retain couple of diversified equity funds, one large cap fund, mid and small cap funds and also debt funds.

Mid - cap / small cap funds have high risk profile compared to say balanced or diversified equity funds, so you got to stay invested for say more than 5 years (minimum).

Dear Anil, If one has a very long term investment time - frame, can surely make additional investments in Mid / Small or diversified equity funds.

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

On the right is one that's entirely in the Standard & Poor's 500 Index SPX, -0.24 % The portfolios in between are widely diversified equity funds, with varying percentages of stock funds and bond funds.

Dear Tapas, Your portfolio has higher allocation to Large cap stocks, though there are two diversified equity funds.

That's an asset - gathering pace that would be good for most broadly diversified equity funds.

You may consider investing in a balanced fund and diversified equity fund.

Dear YASH, If you are investing for say > 10 year period, you can surely consider one diversified equity fund.

2 — You can allocate higher % say 40 % to mid / small cap fund for long term goals, may be 30 % in diversified equity fund and the remaining in a balanced fund.

Can consider adding a Large cap fund, one diversified equity fund and one mid-cap funds to your portfolio.

So can i replace HDFC Childrens Gift Fund to any other diversified Equity Fund?

Else, you can consider investing in a diversified equity fund like Franklin prima plus & one mid-cap fund like HDFC Mid-cap opportunities fund.

But if one of your objectives is not to save tax, its better to invest in regular diversified equity fund.

Thats a good suggestion about replacing 1 balanced fund with diversified equity fund.

Consider starting SIPs in a balanced fund & one diversified equity fund.

Dear Anil, UTI MNC is a diversified equity fund.

Please advise if I can invest in reliance equity opp fund or is any other best (apart from Franklin) in diversify equity fund category.

Dear Sunny, If so, instead of Axis fund you may add one more diversified equity fund or a mid-cap fund.

You may redeem hdfc tax saver & SBI tax gain funds and re-invest in Reliance tax - saver if your investment objective is to save some taxes too.Else invest in a diversified equity fund based on your time - frame.

Dear Namachivayam, Instead of LT fund you may consider one diversified equity fund.

Long term > 10 years, you may consider one diversified equity fund + one mid-cap fund.

Dear Sanjeev, You can consider one diversified equity fund and one mid-cap fund for this goal.

2 — For long - term goals, you may pick one diversified equity fund, one mid-cap fund and one balanced fund.

You may pick 3 funds — one balanced fund, one mid-cap fund and one diversified equity fund from the above list.

For the average person, the higher MER is for nothing, since no diversified equity fund would be down over a 10 - year period.

4 — You may pick one diversified equity fund like Franklin Prima plus.

Dear Prem, Different time - periods can give you different results So, if one is investing for long - term say > 10 years, he / she ideally can have one diversified equity fund, one large cap, one mid / small cap fund.

If you have already constructed a good MF portfolio with core funds (like a large cap, diversified equity fund, mid / small cap fund), you may consider sector oriented funds to add to your portfolio.

Hi Sreekanth, In your previous comments you said that investing in 3 - 4 funds is enough (like one large cap, one diversified equity fund, one balanced fund and one mid or small cap).

You may consider investing in diversified equity fund + Balanced fund + Mid / small cap fund.

Dear Anup, You may consider Franklin Smaller Companies fund instead of HDFC Small cap fund, also consider investing in diversified equity fund like ICICI Pru value discovery fund.

Dear John, You may consider one large cap, one diversified equity fund and one balanced fund from the above list.

You may consider a diversified equity fund & one balanced fund for this goal.

You may first create your Core MF portfolio (one diversified equity fund + midcap fund) and then you may add one or two sector funds.

Historically, a good diversified equity fund quadruples every 10 to 15 -LSB-...]

You may consider either one diversified equity fund (or) one equity oriented balanced fund.

You may consider one balanced fund, one large cap fund and one diversified equity fund, with slightly higher allocation to balanced & large cap fund.

You may consider a balanced fund, diversified equity fund and one mid-cap oriented fund, and their respective liquid debt funds.

You may add one diversified equity fund.

Dear Hussain, You can consider investing in a balanced fund, diversified equity fund and small allocation to a mid-cap fund.

For example — If you have a two year old kid and are planning for his / her college education, it is prudent to invest in a good diversified equity fund or a mid-cap oriented fund than in a children MF plans.