Sentences with phrase «midcap equity»

Bajaj Allianz Accelerator Mid-Cap Fund and Bajaj Allianz Accelerator Mid-Cap Fund 2 (key midcap equity funds) have outperformed the benchmark index in 100 % of the rolling period observations (using 3 - year rolling returns over a 5 - year period, with monthly shift).

The DeltaShares S&P International Managed Risk ETF tracks an index primarily consisting of large - and midcap equity from developed markets outside the US.

The DeltaShares S&P 400 Managed Risk ETF offers dynamic exposure to US midcap equity, 5 - year Treasuries, and T - bills, with the goal of maintaining a given volatility level.

The DeltaShares S&P International Managed Risk ETF tracks an index primarily consisting of large - and midcap equity from developed markets outside the US.

Not exact matches

He was Chairman of the Equity Indices Committee and helped create the Russell 2000 futures and options, S&P Midcap 400 futures and options and the revolutionary E-mini futures concept.

Moderate Growth and Income Four Asset Group model portfolio without private capital: 3 % Bloomberg Barclays 1 — 3 Month Treasury Bill Index, 11 % Bloomberg Barclays U.S. Aggregate Bond Index (5 — 7Y), 6 % Bloomberg Barclays U.S. Aggregate Bond Index (10 + Y), 6 % Bloomberg Barclays U.S. Corporate High Yield Bond Index, 3 % JPM GBI Global ex. - U.S. Index, 5 % JPM EMBI Global Index, 20 % S&P 500 Index, 8 % Russell Midcap ® Index, 6 % Russell 2000 ® Index, 5 % MSCI EAFE Index (USD), 5 % MSCI EM Index (USD), 5 % FTSE EPRA / NAREIT Developed Index, 2 % Bloomberg Commodity Index, 3 % HFRI Relative Value Index, 6 % HFRI Macro Index, 4 % HFRI Event - Driven Index, 2 % HFRI Equity Hedge Index.

I have been investing in the following SIPs since 3 months with an additional investment of 1 lakh each on every fund: • Birla Sunlife Frontline Equity (Regular Growth)-- 10000 • Tata Balanced Fund (Regular Growth)-- 10000 • ICICI Pru Value Discovery (Regular Growth)-- 15000 • UTI Midcap Fund (Regular Growth)-- 15000 I wish to invest 25lakhs in MF to get regular income after 3 years through SWP.

suggest me good funds in diversified equity n midcap.

Qn.no 1) In one of your earlier Q & A session i noted that you have answered for a retirement corpus requirement to start investing in Diversified equity + Midcap considering his existing status; In similar lines, kindly let me know the combinations that suits me for achieving my child education, marriage & Retirement goals falls under 12 yrs, 16 yrs & 23 yrs respectively.

pls suggest me...... i have to sip with uti equity - 1000, and hdfc midcap - 1000 from march 21015... pls answer my quiry in my mail id.......

10 year goal — Equity diversified, balanced fund and midcap fund can be considered.

20 year goal — Consider Small & midcap fund & equity diversified funds.

TSGP - Axis Long Term Equity Fund — Growth Franklin India Smaller Companies Fund — GROWTH RWGP - RELIANCE RETIREMENT FUND — WEALTH CREATION SCHEME — GROWTH PLAN SBI Magnum MidCap Fund — Regular Plan — Growth

Benchmark for Indian Equity Large Cap is S&P BSE 100 and for Indian Equity Mid / Small Cap is S&P BSE MidCap.

WisdomTree U.S. MidCap Dividend Fund * seeks to track the investment results of dividend - paying mid-cap companies in the U.S. equity market.

Small and midcap stocks have outperformed the broad market averages, but I believe the fund is irresponsibly underweight small to midcap stocks, as well as American equities.

Dear Kirubananth, For 10 year SIPs — you may consider, HDFC midcap opportunities fund - Axis long - term equity fund (Tax saving) & Franklin Prima plus.

I have homed onto the undermentioned SIPs with Rs. 2000 / = each: - ICICI PRU FOCUSED BLUECHIP equity FUND UTI EQUITY MUTUAL FUND UTI MIDCAP FUND TATA BAL FUND PLAN A — REGULAR PLAN GROWTH AXIS LONG TERM EQUITY FUND.

You may invest in a portfolio of one Large cap, Diversified equity, Midcap and a balanced fund.

(1) uti equity 1000 / - pm (2) Franklin higher growth comp. - 500 / - pm (3) Franklin smaller comp. - 1000 / - pm (4) hdfc midcap - 1000 / - pm (5) uti mid cap - 700 / - pm (6) axis long term and Franklin taxshirld - lumsum for tax purpose.

Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for the Hartford MidCap Fund.

I would like to reduce my PF subscription to the minimum and invest approx 30k per month through SIPs as follows — Rs 9000 pm for ELSS, Rs 9000 pm in Diversified Equity MF and Rs 12000 pm in midcap MF.

Portfolio 2 (Daughter's marriage) 1) Birla Sunlife Frontline Equity (**** instead of SBI Bluchip)-- 1K / month 2) Franklin India High Growth Companies (**** instead of Mirae Asset India Opportunities)-- 2K / month 3) UTI Midcap - 3K / month

SIP myself UTI divident yield plan = Rs. 1000 / -(from last 5 yr) UTI Midcap fund = Rs. 1000 / -(from last 5 yr) SIP on wife name HDFC equity fund = Rs. 1000 / -(last 4 yr) ICICI Pru Value discovery reg = Rs. 1000 / -(last 4 yr) Last month I am blessed with baby girl, I want to invest Rs. 2000 - 3000 per month with SIP on her name for long term (to be covered in 80C).

Franklin India Bluechip — Largecap Franklin India Prima Fund — Small / Midcap HDFC Equity Fund — Diversified HDFC top 200 fund — Largecap Reliance Growth Fund — Diversified.

Per month Investment 10000 Type ICICI Prudential Focused Bluechip 10 % 1000 Large Cap UTI Equity 10 % 1000 Franklin Prima Plus 15 % 1500 Diversified Reliance equity oppr 10 % 1000 UTI Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 BaEquity 10 % 1000 Franklin Prima Plus 15 % 1500 Diversified Reliance equity oppr 10 % 1000 UTI Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 Baequity oppr 10 % 1000 UTI Midcap 20 % 2000 Mid Cap HDFC Mid cap 20 % 2000 HDFC Balanced fund 15 % 1500 Balanced

Now I am planning to invest in Indian mutual fund with SIP mode: (Let me know your views about funds) Franklin India Opportunities Fund (G)- large cap — 10K SBI Small & Midcap Fund — Direct Plan (G)-- small & mid cap — 5K Sundaram Select Micro Cap — Series IV — Direct Plan (G)-- small cap — 5K Canara Robeco Emerging Equities (G)-- small & mid cap — 10K Tata Balanced Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified — 10K

The projection vlaue of 1st kid education is 31.5 L Allcation Per month Investment 12000 Type ICICI Prudential Focused Bluechip 10 % 1200 Large Cap UTI Equity 10 % 1200 Franklin Prima Plus 15 % 1800 Diversified Reliance equity oppr 10 % 1200 UTI Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 BaEquity 10 % 1200 Franklin Prima Plus 15 % 1800 Diversified Reliance equity oppr 10 % 1200 UTI Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 Baequity oppr 10 % 1200 UTI Midcap 20 % 2400 Mid Cap HDFC Mid cap 20 % 2400 HDFC Balanced fund 15 % 1800 Balanced

ICICI Pru Focused Bluechip Equity Fund Reg Plan Growth — Large Cap — Rs 1000 SBI Blue Chip Fund - Growth — Large Cap — Rs 1000 Franklin India Opportunities Fund (G)-- Large Cap — Rs 1000 Reliance Tax Saver (ELSS)(G)--- ELSS --- Rs 2000 UTI MidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — RMidCap Fund ---- Midcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — RMidcap — Rs 3000 RELIANCE SMALL CAP FUND — GROWTH — Small Cap — Rs 4000 Franklin India High Growth Company (G)-- Diversified Equity --- Rs 2000 HDFC Balanced Fund (G)-- Balance Fund — Rs 1000

Consider — UTI Equity / ICICI Focused bluechip, Franklin India Prima Plus, UTI Midcap & Franklin India Smaller companies fund (you may allocate more amount towards midcaps) HDFC Balanced Fund.

Asset Class Fund Large Cap IDBI India Top 100 Equity Fund — Growth Mid Cap Motilal Oswal M0st focused MidCap 30 Fund — Growth Index IDBI Nifty Index Fund — Growth MidTerm Corp Bond DHFL Pramerica Medium Term Income Fund GILT IDFC GSF — Provident Fund — Growth Commodities Birla Sun Life Gold Fund — Growth ShortTerm Corp Bond Principal Short Term Income Fund — Growth

My current allocations are: UTI Equity — 3k UTI Midcap — 5k Franklin India Prima Plus — 5k HDFC Balanced Fund — 5k Franklin India Smaller Cos Fund — 2k Is my choice of MFs right or should I change my portfolio?

I have started investing in following funds: ICICI Value Discovery Fund - 2000 Birla sunlife Frontline Fund - 2000 Reliance Small Cap Fund - 1000 total Rs. 5000 / - SBI bluechip Fund - 1000 Canara Robeco Emerging Equities - 2000 Franklin India Prima Fund - 2000 Total Rs. 5000 / - HDFC Midcap Opportunities -2000 UTI Midcap Fund - 2000 Franklin smaller companies Fund - 1000 Total Rs. 5000 / -

VanKampen Strategic Growth (ACEGX): $ 1.6 K VanKampen Equity Inc (ACEIX): $ 2K VanKampen Aggressive Growth (VAGAX): $ 0.7 K VanKampen Small Cap Growth (VASCX): $ 0.7 K VanKampen MidCap Growth (VGRAX): $ 1.5 K Total: $ 6.5 K

Kotak India Growth Fund Series 5, Multicap Fund - A 1099 days close ended equity scheme investing across large cap, midcap and small cap stocks.

Kotak India Growth Fund Series 4, Multicap Fund - A 36 months close ended equity scheme investing across large cap, midcap and small cap stocks.

The selection universe for the S&P MidCap 400 Index includes all U.S. common equities listed on the NYSE, NYSE Arca, NYSE American, NASDAQ Global SelectMarket, NASDAQ Select Market, Investors Exchange (IEX), NASDAQ Capital Market, Bats BZX, Bats BYX, Bats EDGA, or Bats EDGX with market capitalizations generally between $ 1.6 billion and $ 6.8 billion at the time of inclusion.

For example, If I have 30 lakhs lumpsum money to invest, I have 2 options: One is open SIP in say large cap, midcap, diversified mutual funds and invest 50,000 monthly thru SIP... this will take me 5 years to invest my 30 lakhs into Equity mutual funds..

2014 I invested in the following MFs with the various % allocation: ICICI Prudential Technology Fund Growth Fund = 35 % ICICI Prudential Focused Bluechip Equity Retail Growth Fund = 35 % SBI Magnum Midcap Fund Growth Fund = 15 % ICICI Prudential Balanced Growth Fund = 15 %

Dear Kumar, Then you may consider investing in one equity diversified fund like Franklin Prima plus and one Mid-cap fund like UTI mid-cap or HDFC midcap opp fund.

The S&P MidCap 400 Value Index measures the performance of the mid-capitalization value sector in the U.S. equity market.

The mid-cap equity market, as measured by the S&P BSE MidCap, returned 9.28 % over the same period.

You may consider hdfc midcap / uti equity / idfc premier equity form mid-cap space.

«For the average investor, on the equity side, 65 % should be in U.S. stocks and the rest should be in international,» said Ed Kohlhepp, CEO of Kohlhepp Investment Advisors, a registered investment advisor (RIA), in Doylestown, Pa. «Of the U.S. stock funds, 65 % should be in large cap and the rest split between small - and midcap funds.

Birla Sun Life Frontline Equity Fund — Direct Plan (G) 4000 / - Franklin India Bluechip fund growth 4000 / - ICICI Prudential Value Discovery Fund (G) 5000 / - IDBI NIFTY index fund 5000 / - Motilal Oswal MOSt Focused Midcap 30 Fund — Direct Plan 6000 / - ICICI Prudential Balanced Fund (G) 2000 / -

Fund name Amount invested / % allocation / mode 1 Birla Sun Life Frontline Equity Fund 24000 / 6.37 % / SIP 2 Franklin India Prima Fund (G) 12000 / 3.18 % / SIP 3 ICICI Prudential Value Discovery Fund 22000 / 5.84 % / SIP 4 Motilal Oswal MOSt Focused Midcap 30 Fund 10000 / 2.65 % / SIP 5 IDBI Diversified Equity Fund 18000 / 4.77 % / SIP 6 IDBI Equity Advantage Fund 80000 / 21.22 % / Onetime 7 Mirae Asset India Opportunities Fund 33000 / 8.75 % / SIP 8 IDBI Nifty Junior Index Fund (G) 48000 / 12.73 % / SIP 9 ICICI Prudential Balanced Fund 30000 / 7.96 % / Onetime 10 Franklin Build India Fund (G) 25000 / 6.63 % / Onetime 11 UTI — Short Term Income Fund - Institutional Growth Option 40000 / 10.61 % / SIP 12 Tata Dynamic Bond Fund Direct Plan — Growth 35000 / 9.28 % / Onetime

Currently I am having 2 SIP's (1) Birla Sun life Manufacturing Equity Fund (Direct Plan) & (2) HDFC Small & Midcap Fund (Regular Plan) with the amt of Rs. 1,000 / - per month which have been running since 1.5 years and want to continue till 5.00 years (remaining 3.5 years)

You may first create your Core MF portfolio (one diversified equity fund + midcap fund) and then you may add one or two sector funds.

my portfolio -(1) Birla Frontline Equity (2) icici value discovery (3) hdfc Midcap opportunity (4) Franklin smaller company (5) Axis Long term equity, and Franklin taxshield - ELSS foEquity (2) icici value discovery (3) hdfc Midcap opportunity (4) Franklin smaller company (5) Axis Long term equity, and Franklin taxshield - ELSS foequity, and Franklin taxshield - ELSS for tax.

Among all the fund categories, the Indian ELSS and Indian Equity Mid - / Small - Cap funds offered the most pronounced excess return over their benchmarks, the S&P BSE 200 and S&P BSE MidCap, respectively.