Sentences with phrase «equity oriented funds for»

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

You may consider investing in Equity oriented Funds for next say 10 to 15 years.

Have you considered other options like combination of debt fund + equity oriented funds for such a long time - frame??

Long Term Capital Gains Tax is nil, if you hold equity oriented funds for a minimum period of 1 year.

Advisable to opt for Growth option for equity oriented funds for long term investment.

Equity Index Funds & Equity ETFs are treated as regular Equity oriented funds for taxation purposes.

You may set up STPs (Systematic Transfer plans) EX: Liquid fund to Equity oriented fund for next 12 months of a same AMC.

Not exact matches

«In the early years, for one fund family, you'll find more «risky» equity exposure to growth - oriented stocks, but toward the later years, it's more value - oriented equity exposure,» said Aaron Pottichen, president of retirement services at CLS Partners in Austin, Texas.

Dear Surekha, You may consider investing in an equity oriented balanced fund for the next 3 years.

For example: UTI Nifty Index Fund is a passive equity oriented fFund is a passive equity oriented fundfund.

Now i need your guidance in identifying the MF categories to be used for achieving my goals; Personally i am interested to invest in predominantly in Large Cap, Multi cap, Balanced funds (Equity - oriented) to achieve my goals;

Dear Jayan, If you have to park for short - term basis, you may consider Liquid fund and then can do STP (Systematic Transfer) to Equity oriented funds (as per your requirements).

Dear surekha, For a 3 year horizon, you may consider investing in an aggressive MIP fund & a small allocation in Equity oriented balanced fund (balanced fund, you may try to remain invested for > 3 yearFor a 3 year horizon, you may consider investing in an aggressive MIP fund & a small allocation in Equity oriented balanced fund (balanced fund, you may try to remain invested for > 3 yearfor > 3 years).

at present we can invest another 1 lk each per yr also we need some money for emergency and vacation pl suggest what will best way to invest and where to invest.balanced fund or equity oriented MF

Given a choice, I will consider EPF as part of Debt allocation and would prefer investing in Equity oriented Mutual funds for my Retirement goal.

As per Union budget for 2018 - 19, LTCG from equities are taxable on capital gains of Rs 1 lakh and above on sale of equity shares & equity oriented mutual fund.

When you are investing in equity mutual funds, Stocks or other high risk - oriented investments like real - estate, one sage advice you often get to hear is that «invest for long - term» (or) have a «long term investment horizon».

Dear Narasimha ji, There is no lock - in period for equity oriented balanced funds as such.

For LTCG -(Non equity oriented fund with holding over 3 yrs)- Under CG - B7 (sale of assets other than B1to B6) is reqrd to be filled up.

Kindly note that gains (if any) on equity oriented funds are tax - free if units are held for more than 12 months, but 1 year is a too short to consider Equity funds / Sequity oriented funds are tax - free if units are held for more than 12 months, but 1 year is a too short to consider Equity funds / SEquity funds / Shares.

Yes, ELSS funds being Equity oriented funds, this proposal is applicable for ELSS schemes as well.

The Balanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfofund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfoFund Manager will book profit from equities and rebalance the portfolio.

Hence, for people who want to take advantage of the safety of debt instruments without foregoing the tax efficiency of Equity funds can opt Equity oriented Balanced funds.

You may consider investing in ELSS funds for tax saving purposes, but kindly note that these are equity oriented funds, with 3 year lock - in period.

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

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 Siddharth, If you do not need this money for next 5 years and have a horizon of 5 years, then combination of a balanced fund equity oriented + an MIP fund makes sense.

Considering your age, it might be a better option for you to invest in equity oriented mutual funds.

Dear Meera, You can invest Rs 5 Lakh in Liquid debt mutual funds (lump sum) and can book STP (systematic transfer plan) say for next 6 months to an Equity oriented plans.

Hello sir, I was also thinking for TATA balanced fund equity oriented... I would nt take the name of the company... Do nt knw they may be reading ur blog too... Such a greaablog..

Dear Bhavin, For a 5 year investment horizon, equity oriented balanced funds can be an ideal choice.

I will be grateful for your expert help in making up my mind whether to sell units in a debt oriented mutual fund scheme and buy into equity oriented mutual fund scheme.

For goals > 10 years, equity oriented mutual funds can be considered.

For monthly SIP (assuming this is for long - term wealth creation), invest in Equity oriented funFor monthly SIP (assuming this is for long - term wealth creation), invest in Equity oriented funfor long - term wealth creation), invest in Equity oriented funds.

Dear Ashish, Investing in Equity oriented funds can be one of the best options for long - term wealth accumulation Consider one balanced fund and one Mid-cap oriented fund (Ex: HDFC balanced fund & Franklin Smaller co's fund).

Despite «not viewing equity and fixed income any differently,» over the trailing 12 months, the fund had only a 1.63 % yield, quite low for an investment vehicle that is primarily income - oriented.

Also, investment in equity - oriented mutual funds is available for deduction under Section 80C of the Income Tax Act in the year of investment and no such deduction is available on other mutual funds schemes.

A balanced fund (equity oriented) can be suitable for medium term goal as the fund invests around 65 % in equity and 35 % in Debt.

For accumulating an Emergency fund kindly do not invest in equity oriented investment options.

The former is a value oriented manager associated with the Janus Funds with 20 billion AUM while the latter is «a quantitative value equity manager providing active management for institutional investors» with $ 58 million AUM.

2 — For medium term goal — You may consider an aggressive MIP + an Equity oriented balanced fund like HDFC balanced fund too.

Dear Debashish, If you are new investor, suggest you to consider MIP aggressive fund for 3 — 5 year horizon and an equity oriented balanced fund for 5 + years.

Below are some of the top performing best mutual fund schemes (Equity oriented) that you can consider for investing in 2017 and beyond.

For 3 to 5 years horizon, you may consider an Equity oriented balanced fund like HDFC balanced fund.

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.

If your time - frame is around 7 years, you may consider equity oriented balanced funds, invest them for next 5 years and then switch to safer bet 1 or 2 years before you plan to settle the home loan.

Instead of a small cap fund, you may consider an equity oriented balanced fund like HDFC balanced fund (for a 5 year time - frame).

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..

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

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 plaFor 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 plafor 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.