Sentences with phrase «like small cap equities»

Although the DRS is now offered upon other asset classes like small cap equity, foreign developed, and emerging markets, the flagship offering has always utilized U.S. large cap ETFs for its equity exposure.

Not exact matches

Another third should be in international stocks (mature foreign markets like Japan and Europe), with the remaining third of your equity portion in emerging markets and what he calls global small caps.

I have recently published an article on Best Equity Mutual Funds to invest in 2016 and have been receiving lot of queries on Mutual Fund categories topic like; What exactly are Large cap or Mid cap or Small Cap funcap or Mid cap or Small Cap funcap or Small Cap funCap 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.

So ideally i would like to have a balance of pure equity based funds (large cap, diversified, small cap), balanced funds, debt funds.

Dear Sovit, You may consider investing in One equity diversified fund like Franklin Prima plus and in one Mid-cap or small cap fund.

Hello Sreekanth, Many thanks for getting back to me I am thinking about Mid / Small cap mutual funds like UTI equity mid cap, Franklin build India, DSP BR micro cap fund, SBI blue chip fund as they give maximum returns in 3 yrs what do you think?

If you have already constructed a good MF portfolio with core funds (like a large cap, diversified equity fund, mid / small cap fund), you may consider sector oriented funds to add to your portfolio.

Hi Sreekanth, In your previous comments you said that investing in 3 - 4 funds is enough (like one large cap, one diversified equity fund, one balanced fund and one mid or small cap).

Dear Anup, You may consider Franklin Smaller Companies fund instead of HDFC Small cap fund, also consider investing in diversified equity fund like ICICI Pru value discovery fund.

For my retirement (20 - 25 yr): EPF (6000 / m, deduction at the source), PPF (2000 / m), Axis Long Term Equity (3000 / m; EPF+PPF+SSY+ELSS — 1.5 lakh for tax savings), Franklin India Prima Plus (4000 / m), Franklin India Smaller co (3000 / m) and Tata balanced Fund (4000 / m)(I am little confused here to choose a large cap like Birla Sunlife Frontline Eq Fund which will be comparatively low risk or a balanced fund)

Like value stocks, small - cap stocks are an essential part of a well - diversified equity portfolio.

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

At the same time, we would suggest to have more at least 3 - 4 equity funds across different categories like Multi-cap and Mid & Small cap space, th take advantage of diversification and do not restrict all your investments to only one fund.

Small cap equities may be a better «pure play» on the economies where shares are traded, and as such funds like SCHC can be nice complements to other EFA products.

For long term goals like Retirement, you may consider investing in one Diversified equity fund and one Small cap fund.