Sentences with phrase «in equity oriented funds»

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.

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

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

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

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.

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.

Is it ok to invest lumpsome in equity oriented funds now.

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

The remaining corpus amount can be invested in equity oriented funds based on your time - frame.

2 — More than 5 years then you can consider investing in Equity oriented funds, especially in a balanced fund.

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).

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

Dear Ishaan, 1 — 3 years can be a very short investment period to invest in Equity oriented funds.

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.

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.

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, TexaIn 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, Texain Austin, Texas.

In the week through Wednesday, April 9, equity funds oriented toward growth stocks were hit with $ 1.7 billion of investor redemptions, following an outflow twice the size in the previous weeIn the week through Wednesday, April 9, equity funds oriented toward growth stocks were hit with $ 1.7 billion of investor redemptions, following an outflow twice the size in the previous weein the previous week.

There is no such restriction in case of Equity oriented pension funds.

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

Though it can be argued on why invest in a retirement fund instead one could invest in an good equity oriented fund with a retirement objective.

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;

The extent of volatility of Gold prices in the recent years is more than that of Equity oriented securities / funds.

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 years).

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.

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

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».

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity oriequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity orienfund is more than 60 % and the remaining 40 % is in debt products then it is treated as a Balanced Fund — Equity orienFund — Equity oriEquity oriented.

In terms of taxation, the balanced mutual funds that invest at least 65 % in equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital GainIn terms of taxation, the balanced mutual funds that invest at least 65 % in equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital Gainin equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital equity -LRB-(Equity oriented) attract no tax liability on Long Term Capital Equity oriented) attract no tax liability on Long Term Capital Gains.

Dear Noble, Instead of investing the lump sum amount, suggest you to book Systematic Transfer Plans (STPs) in Debt / MIP oriented funds and you can switch every month certain amount to equity oriented schemes.

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

Suppose I invested 1 lakh in balanced (equity oriented) fund in 2014 — 2015 which has completed a year.

Our Smart Beta Portfolios are managed by a team of professionals with significant experience in back - testing and managing quantitatively oriented «active» equity strategies designed to compete with actively - traded funds.

The fund follows a value oriented strategy and seeks to achieve its investment objective by investing in equity and debt securities, money market instruments, and derivatives.

Sector oriented funds like «Banking funds» are highly risky, you can invest in them if you understand the banking industry well, else invest in diversified equity or mid-cap funds.

Dear Amoghm, If tax saving is not one of your investment objectives then you may consider investing in regular equity oriented funds, like Diversified equity fund, balanced equity oriented fund or mid / small cap funds.

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.

That means not just saving in low - yielding savings accounts, but properly investing it in growth - oriented equity funds.

You may consider to invest in Diversified equity fund, Mid-cap oriented fund & in one balanced fund.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balancedequity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balanced Ffund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented BalancedEquity Oriented Balanced FundFund.

Balanced funds are equity - oriented hybrid funds that invest at least 65 % of their assets in equities.

Considering your age and investment horizon, advisable to invest in hybrid and / or equity oriented 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.

Typically an equity oriented balanced fund invests around 20 to 30 % of fund corpus in Debt related securities.

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 %.

So, you may consider investing in Small & Mid-cap oriented equity funds like — UTI mid-cap, Franklin India Smaller Companies Fund, HDFC Mid-cap or ICICI Prudential Value Discovery Fund.

I would like to invest 5k SIP in mutual fund, but not clear whether to invest in Balanced fund or equity oriented fund or shall I invest in both types (2.5 k each)

As market is touching new highs every other day, do you think that it is wise to invest in equity oriented balanced funds.