Sentences with phrase «diversified midcap fund»
At some point the advisor is likely to soft - close the concentrated fund but continue to grow the smaller and more diversified midcap fund.
http://www.mutualfundobserver.com/ Not exact matches
I would like to know from you that is it necessary to have multi-cap / diversified fund in MF portfolio if I have 2 - Large cap, 2 - Balanced & 1 - Midcap funds in my portfolio?
suggest me good funds in diversified equity n midcap.
10 year goal — Equity diversified, balanced fund and midcap fund can be considered.
20 year goal — Consider Small & midcap fund & equity diversified funds.
STP option inspite of lumpsum & mid or diversified fund (ICICI Discovery, UTI mid cap, HDFC Midcap, Franklin High Growth companies fund etc) instead of small & sector fund would have been much more smarter option.
For example, If I have 30 lakhs lumpsum money to invest, I have 2 options: One is open SIP in say large cap, midcap, diversified mutual funds and invest 50,000 monthly thru SIP... this will take me 5 years to invest my 30 lakhs into Equity mutual funds..
Dear Kumar, Then you may consider investing in one equity diversified fund like Franklin Prima plus and one Mid-cap fund like UTI mid-cap or HDFC midcap opp fund.
You may first create your Core MF portfolio (one diversified equity fund + midcap fund) and then you may add one or two sector funds.
Could you please confirm if this is a diversified fund and if it is possible to get this info that how much is allocated to largecaps and how much is allocated to midcaps.
Over the months tried to put money in large cap, diversified and midcap funds.