Sentences with phrase «equity oriented»

Dear Udaya, If your investment objective is long - term wealth accumulation & better inflation adjusted returns then you can consider investing in Equity oriented products systematically.

Dear Angari, As you are not investing in any other asset classes, suggest you to consider investing (higher allocation) in equity oriented balanced funds.

Dear Rahul, You may consider investing in equity oriented mutual funds.

In case, you have opted for equity oriented ULIP, the returns may be quite low, if the market dips.

option is an investment strategy which in early part of your Policy Term invests in equity oriented funds and as your Policy Term progresses it shifts the fund allocation towards more conservative funds.

Invest Protect Option, where the funds are invested in the equity oriented fund till the last 3 years when it is systematically taken out so as to protect from equity market fall.

If one has invested adequately in equity oriented products, have adequate life cover and is content with 5 % returns, he / she can consider these kind of products.

-- In this your premiums are invested in the Accelerator Fund (which is an aggressive equity oriented fund) and as soon as the fund value equals 110 % of the premiums paid till date, the extra amount is moved to the Secure Fund (which is a conservative debt oriented fund).

Dear Karan, You may consider investing in an equity oriented balanced fund instead of multi-cap fund for your 5 year goal.

This is primarily an equity oriented fund.

* Do you believe that majority of us have adequate investments in equity oriented products in India?

3 — Kindly do not invest in Equity oriented funds for building your Emergency fund corpus.

Sukanya Scheme is a decent option but you may have to consider other investment avenues like equity oriented products to get good Real rate of return and accumulate decent corpus.

Further, the recent tumbling of the economy has brought the attention of investors from equity oriented plans to fixed income plans, especially of those who are on the verge of retirement.

If a ULIP plan is completely equity oriented, yet a minimum of 25 % must be utilized in central government securities.»

You may consider investing in Equity oriented Funds, can be through SIPs (Systematic Investment Plans).

Further, he opts for premium redirection to ensure that his future premiums are also invested in the equity oriented fund.

No these are regular equity oriented funds.

Assuming that these are equity oriented scheme and I have calculated conservative interest it may go up in long term, secondly I have already gone through the phase when entry load and policy administration charges are more, so now most of my investments will go in buying units.

But do an «opportunity cost» analysis, means if you surrender the units of both policies and invest in Equity oriented mutual funds for long term (depends on your financial goals), analyze if you can get decent returns over & above the expected returns from ULIP funds.

He switches his investment to Life Equity Fund 3 (Equity oriented fund with higher risk compensated with higher potential returns).

sir, i having enough insurance coverage thank you reply i having enough insurance coverage.as suggested by invest equity oriented scheme like hdfc balanced und icici baned fund and tata balaced fund for 15 years..

If you can afford a big loss then think in a different angle, why can't you re-invest the surrender value in equity oriented options (as per your requirements, if possible), take risk and expect to get decent returns from here - on.

Premiums will be allocated in two funds Equity Growth Fund II (an equity oriented fund) & Bond Fund (a debt oriented fund) at 75:25 ratio and the same will be re - balanced / re-allocated based on a pre-defined trigger event (15 % upward movement in NAV (unit price) of Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is later.

Mutual funds that are equity oriented invest a major part into equities wherein the balanced funds or hybrid funds invest into equity and debt fund market.

But we would advise them to not panic and to stick to the medium or long - term equity oriented mutual fund that you have invested in.

To have sufficient funds post retirement, one should invest in equity oriented funds in their twenties and early thirties.

ELSS is an equity oriented scheme with 65 % fund allocation in equities.

A ball park 35 - 40 per cent can be in equity oriented assets, even in retirement, to enable your corpus to beat inflation.

The analysis shows how services of general (economic) interest constitute one of the linchpins of the mixed economic «constitution» of the European Union, as they allow for a liberalized and competitive market environment while making sure that further economic and equity oriented considerations are also taken into account in the design of public policy.

· This is an equity oriented fund, where more than 80 percent of the investment is made in large cap funds, which shows that the risk involved here is not high.

Dear Deepak, Kindly note that `, o Long Term capital gain taxes are levied on all equity oriented funds» (ELSS / non ELSS funds).

But do an «opportunity cost» analysis, means if you surrender the units of both policies and invest in Equity oriented mutual funds for long term (depends on your financial goals), analyze if you can get decent returns over & above the expected returns from ULIP funds.

If you can afford a big loss then think in a different angle, why can't you re-invest the surrender value in equity oriented options (as per your requirements, if possible), take risk and expect to get decent returns from here - on.

Assuming that these are equity oriented scheme and I have calculated conservative interest it may go up in long term, secondly I have already gone through the phase when entry load and policy administration charges are more, so now most of my investments will go in buying units.

He also ensured that equity oriented...

Finally, investors should also keep in mind that banking is also very popular amongst diversified equity oriented funds.

Dear maya Ji, You may consider investing in Equity oriented mutual funds.

If this is the case then standard balanced funds as a category might outperform the child plans (equity oriented).

These funds can further be classified as «Hybrid — Equity Oriented» or «Hybrid - Debt Oriented» based on their exposure to Equities.

Basically it is a Balanced fund, if we compare typical equity oriented balanced fund and child plan equity option which will perform best.

Please include a few balanced funds (hybrid - equity oriented) in this study as some of them have given better returns than pure equity funds, whether it be large cap, multi-cap or mid-caps too over the long term.

Hybrid Equity Oriented funds allocate 65 to 80 percent of a... Continue reading HDFC Prudence Fund Review

Dear IJ, It is an equity oriented balanced fund, can be a very risky bet, for a time - frame of 2 years.

If you invest in Equity oriented funds, there wont be any capital gain taxes on profits (if fund units are redeemed after 12 months of holding them).

If your investment horizon is around 3 years, suggest you not to invest in Equity oriented funds, you may consider Short term debt funds or Conservative MIP Funds.

But, do note that funds in the first option are pure Equity oriented funds.

Dear Giri, 1 — The mentioned funds are Hybrid — Equity oriented funds.

Dear JK, All of us invest in Equity oriented funds with a hope that we see new 52 week highs in long - term So, kindly go ahead with your plans.

* While equity oriented funds are known as balanced funds, I have included them here as they have minimum 65 % of their assets invested in equity.