Sentences with phrase «equity mutual funds if»

It is prudent to invest in Equity mutual funds if your time - frame is 15 years.

For equity mutual funds if you switch after one year of investment there will be no tax impact as the tax rate for LTCG (Long term capital gain) in equity funds is 0 %.

Invest in Equity mutual funds if your time horizon is atleast 10 years.

(Anytime is good time to start investing in equity mutual funds if your investment horizon is > 10 years).

Do not invest in equity mutual funds if your investment time frames is 2 - 3 years.

• It must be noted that a fund qualifies to be an equity mutual fund if it holds more than 65 % of its portfolio in equity.

Not exact matches

Furthermore, the next chart shows that money flows to equity mutual funds and exchange traded funds have rarely, if ever, been more persistently negative than they have been during the past two years.

If much of the investment into bond mutual funds that has occurred the last couple of years is for purposes of dampening the volatility of a portfolio — and with the 10 - Year Treasury yield at 1.8 percent it's difficult to argue for a different motivation - then it's important to think through the thesis that bonds will defend a balanced portfolio in an equity bear market in the same way they have, especially to the extent they have in the last two bear markets.

Does anyone know if Canadian based mutual funds (invested in US equities) are subject to the US withholding tax?

If selecting equity funds was like running a marathon, selecting debt mutual funds is akin to climbing Mount Everest.

If you're just starting out investing and trying to decide between individual equities and mutual funds — ETFs are the middle ground.

The capital gains in Equity Linked Mutual Funds are tax free if redeemed after 1 year and since ELSS have a lock - in of 3 years (lowest in all tax saving instruments under 80C) the profit from ELSS is tax free upon redemption.

If you would like to invest in equity oriented mutual funds then they are subject to investment risks.

If not, suggest you to start with Equity mutual funds, may be with one Diversified equity fund and a balancedEquity mutual funds, may be with one Diversified equity fund and a balancedequity fund and a balanced fund.

If you also hold a Canadian equity mutual fund filled with these same sectors, you may be paying a high fee to the fund company for little diversification benefit, since you already own most of the same stocks.

What it means is you are going to have to pay considerably more attention this year to a fund's prospectus and its discussion of hedging policies, especially if you invest in international and / or emerging market mutual funds, both equity and fixed income.

If any equity mutual fund pay me monthly dividends then I get regular dividend income which is income tax free in India so I utilize this tax free dividend income as my second income source or I make my own stock portfolio with help of this tax free monthly income.

A question that I was recently asked with regards to investing in equity mutual funds was whether a fund should be fully invested in equity at all times or should it be holding cash if need be?

We selected a guy who suggested that a 14 % return on our investments was quite doable if we socked away about 80 % of our cash in equity mutual funds.

If you insist on panicking, start with registered accounts and securities that will include multiple positions, like the ETF above or a global equity mutual fund.

That would be the case if you were using a discount brokerage and you owned only one security: a global index mutual fund or global equity ETF that, in effect, owned most of the stocks in the world all in one basket: something like the Vanguard FTSE All - World ex-Canada Index ETF (VXC, TSX).

If investments in equity mutual funds or Stocks are sold within a year, gains will be treated as short term capital gains and taxed at 15 %.

People always say that they lost money in equities but actually that is not true if you follow some basics and stick to it and that too in mutual funds there is no way one can loose money if investment will be done for long term based on goals.

We can easily set up the equity portion of a taxable investment account to receive little to no distributions, compared to if we only used ETFs or Mutual Funds.

Equity oriented balanced funds have similar tax treatment as Equity mutual funds, i.e. Tax free after 1 year and 15 % tax if redeemed before 1 year of investment.

If you have been a long - term investor for quite some time and now you're looking to redeem your profits, you switch your capital from your equity mutual fund scheme to a high on AUM liquid scheme from your AMC.

Hence if you are new to equity mutual fund investing these funds may not be your cup of tea.

Dear Srikanth, Stock market is daily making high.New investment in equity mutual funds has become risky.It is high time if you rewrite one year old article on balanced mutual funds.Thanking you.

Please keep in mind that if you invest in the TIAA Large Cap U.S. Equity Index Portfolio, you will own interests in the TIAA Large Cap U.S. Equity Index Portfolio; you will not own shares in any of the following mutual funds.

Please keep in mind that if you invest in the Harding Loevner Global Equity Portfolio, you will own interests in the Harding Loevner Global Equity Portfolio; you will not own shares in any of the following mutual funds.

Please keep in mind that if you invest in the TIAA Social Choice Equity Portfolio, you will own interests in the TIAA Social Choice Equity Portfolio; you will not own shares in any of the following mutual funds.

Dear Rajesh, If your investment horizon is 2 - 3 years, do not invest in equity mutual funds.

Dear Pankaj, If your investment horizon is less than 1 year, do not invest in equity mutual funds.

Also, the long term capital gains on Equity mutual funds (if held for more than 1 year) are exempted from income tax.

Dear Anand, If you do not want to take any risk then equity mutual funds are ruled out.

If the broad US equity markets fell 25 % over a 12 month period and my portfolio fell by 20 %, would I act like a typical mutual fund manager and point out that I beat the market by 5 % or would I be upset that my portfolio value fell by 20 %?

So if I invest any good Diversified Equity Mutual Funds like ICICI Prudential Dynamic for SIP of Rs 2000.

If your holding in an Equity mutual fund scheme is less than 1 year i.e. if you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital GaiIf your holding in an Equity mutual fund scheme is less than 1 year i.e. if you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital Gaiif you withdraw your mutual fund units before 1 year, after making a profit, then the profit will be considered as Short Term Capital Gain.

Dear Nirmal, If your investment horizon is 5 years, and expecting high returns, suggest you not to invest in equity mutual funds.

Dear TB, If you want to redeem equity mutual fund units in 1.5 years, suggest you not to invest in Equity mutual equity mutual fund units in 1.5 years, suggest you not to invest in Equity mutual Equity mutual funds.

So, if you have equity in your home or if you've got mutual funds or savings, if you got RESPs for your kids, all of these things can be seized to be turned into cash in a bankruptcy.

Mutual funds, whether they invest in equities (stocks), or fixed - income (bonds), allow reinvestment of both dividends and capital gains if they are open - ended, enabling compounding.

Rule 23: If you have the stomach for stocks, but neither the time nor the inclination to do the homework, invest in equity mutual funds.

If your time - horizon is > 10 years, kindly consider investing in Equity mutual funds.

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..

If you need money in 2 years, kindly do not invest in equity mutual funds.

Dear subramanian, If your investment horizon is > 10 years, opt for equity mutual funds instead of corporate FDs.

But if you have not made any equity related investments towards your kid's education goal then you may invest a higher portion of your investible surplus in mutual funds instead of PPF / SSA.

Well, if you're the kind of person who doesn't need to be * forced * to save, then banking the money in a mutual fund will provide better returns and is much more liquid than the equity in a home.

Small caps are risky, if not the riskiest, among equity mutual funds.