Sentences with phrase «lump sum investments»

The Bajaj Allianz Retire wealthy plan allows the client to make lump sum investments in the last five years of the policy tenure via premiums.

However, you can pay these / make lump sum investments through debit cards.

So while our early retirement account efforts work their magic, we're doing a short - term sprint in non-retirement accounts (though still contributing to retirement accounts via DCA for full matches and lump sum investments during bonus time to lower the higher tax bill).

• Lump sum needs, lump sum investments available, and income replacement needs all have future projection sheets.

I've had the dividends automatically reinvested and have since made additional lump sum investments.

For a 10 year horizon — if you would like to take moderate risk, you may consider to make lump sum investments in balanced fund & multi-cap fund.

You can also consider setting up STP (Systematic Transfer plan) from a Liquid fund to Equity fund for say next 12 months, in - case if you are not comfortable making lump sum investments in Equity funds.

Hi, Most mutual fund schemes in India require investment as low as Rs 1000 per month for SIP and Rs. 5000 for lump sum investments.

In the next calendar year i.e., 2017 - 18, I am planning to discontinue my future investments in TATA balanced fund and continue my SIPs / additional lump sum investments in other funds.

Dear Yatin, As these are lump sum investments, if you are happy with the returns, you may hold on to them.

If you are comfortable doing lump sum investments, kindly opt for STP route.

till then I am only investing in Mutual Funds, with the intention of Wealth creation (from SIP's) and profit booking from my lump sum investments in Mutual Funds.

To alleviate some of the risks with investing large lump sum investments, the amount can be divided into smaller sums and invested at regular intervals over a period of time

Since, it has cut back on lump sum investments, you can invest in them through SIPs only, at least for now.

However, after back - testing the idea, the results show that dollar - cost averaging rarely outperforms lump sum investments.

When I was an advisor, I often counseled people in your position and found they were more comfortable making lump sum investments when markets were rising and reticent to commit 100 % when markets were in decline.

While most investment apps or services have just one way (making lump sum investments / deposits), Acorns offers four ways for you to increase your account balance and begin growing your money.

Dear shankha, You mean to say that is it possible to do lump sum investment in a SIP fund?

I just want to be doubly sure before making a lump sum investment in 1) HDFC Balanced Fund.

This strategy reduces the risk of making a large lump sum investment and then watching the market fall shortly after, which is something most investors would like to avoid.

May be, SIP + lump sum investment based on DMAs can be a better strategy.

I was planning to invest in a diversified fund and a balanced fund (Investment horizon around 4 - 5 years, lump sum investment of 1 L in each).

I have collated returns of regular plans and direct plans of some of the top performing mutual fund schemes for lump sum investment (last 3 year returns) as well as SIP investment (last 4 year returns).

Do you mean to say that you would like to receive monthly tax - free income from a lump sum investment?

It is assumed that the lump sum investment is made on the first STP date and the units of the equity fund have been calculated based on that day's NAV.

This is because SIP offers some benefits that a lump sum investment doesn't.

For lump sum investment, you may consider an Arbitrage fund and can hold the investment for just over 12 months, as the capital gains (if any) on Arbitrage fund is tax - exempt after 12 months.

4 — While booking a SIP / making a lumps sum investment, you can find options like «Growth» (appreciation) or «Dividend» (income).

1 — Yes, you can redeem the units in 3 years (if it is a lump sum investment).

I clearly mentioned that MIPs can be a better alternative to FDs / lump sum investment (for 2 — 3 years investment horizon).

Lump sum investment — You have to decide on your investment time - frame based on your Financial goals.

Allocate the lump sum investment to HDFC balanced fund (Rs 20k * 3 installments) & UTI Equity (Rs 13k * 3), considering 7 year investment horizon.

Lump sum investment in MIP, is ok.

In a nutshell, a lump sum investment in the market would need to provide much higher returns in order to offer the same tax - free payments as the deferred annuity.

In the current market environment, for those looking to make lump sum investment can consider locking in money into this fund, given the inherent asset allocation exercise.

Lump sum investment vs SIP which one better for long term wealth?

Your time - frame for lump sum investment??

Here is another cool chart courtesy of Motley Fool, showing that a simple lump sum investment done earlier can make quite the difference.

Lump sum investment: When do you need this money?

Dear Subramanyam Ji, If you would like to accumulate Rs 50 Lakh in 5 years from now, assuming the rate of return as 10 %, you have to invest around Rs 8.2 Lakh per annum (or) Rs 31 Lakh lump sum investment.

You can either make a lump sum investment in the mutual fund or you can invest smaller amounts periodically, called Systematic Investment Plan or SIP.

Are you planning to invest lump sum investment?

Kindly read: MF taxation rules May I know your investment objective and time - frame for lump sum investment?

SIP Vs Lump sum investment

1 & 2 — Considering the current market state, your time - frame and risk profile, may be STP would be a better choice to lump sum investment.

Read: SIP Vs lump sum investment!

Below are monthly additional investments except Emergency Fund which was a lump sum investment.

Kindly note I don't have immediate money need for my lump sum investment and can wait to grow for the next 2 - 3 years.

Also doing Lump sum investment into same schemes.

SIP Vs lump sum investment