Sentences with phrase «from equity oriented funds»

5 — 12 % returns from equity oriented funds is reasonable and acceptable limit.

There will not be any tax implications when you redeem these units (as Long Term Capital Gains from equity oriented funds are tax free).

Not exact matches

As your child grows, the Franklin Templeton age - based asset allocations will automatically reallocate a percentage of your assets from equity - oriented funds (which tend to hold more stocks) into more conservative, income - seeking funds (such as bond and money market funds).

JAB will be investing equity capital from JAB Holding Company as well as through JAB Consumer Fund, an investment fund backed by a group of like - minded, long - term oriented investFund, an investment fund backed by a group of like - minded, long - term oriented investfund backed by a group of like - minded, long - term oriented investors.

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.

I believe returns of 10 % and above from a balanced fund (equity oriented) is a bonus.

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.

Value Investment Risk: Value stocks may perform differently from the market as a whole and following a value - oriented investment strategy may cause the Portfolio to at times underperform equity funds that use other investment strategies.

Dear Madhu, You may set - up STP (systematic transfer plan) and move the lump sum amount from a liquid fund to equity oriented funds.

As these are equity - oriented funds, any long term capital gains are exempted from tax.

Dear Sarath, You can create STPs (Systematic transfer plans) from liquid fund / debt funds to equity oriented schemes.

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.

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.

Mr. Simpson advises clients across the spectrum — from growth - oriented companies to private equity funds — on significant mergers, acquisitions, and similar transactions as well as day to day strategic and commercial matters.

Long - term capital gains from equity - oriented mutual funds, which were earlier exempt from tax, will now be taxed at 10 per cent.

Future Generali Life Insurance offers a systematic fund transfer option that allows the insured to switch their policy from aggressive equity - oriented funds to more balanced debt oriented funds during the last 3 years of a policy.

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 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 laFund 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 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 lafund) & 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 laFund (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 lafund) 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 Equity Growth Fund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is laFund II) since the previous rebalancing or from the NAV (unit price) at the inception of the policy, whichever is later.

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.

In case of mutual funds, the tax - free label is applicable only on equity - oriented balanced funds and long - term gains from equity funds.

This is going to impact the investors who were reliant on dividends from equity - oriented funds as a source of regular income.

Hitherto, LTCG arising from the sale of equity - oriented mutual funds and listed equity shares were entirely tax - exempted.

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.