Hi Please choose one
midcap fund from below fir long time say 15 years....
Not exact matches
The
fund pulls its holdings
from the S&P 500, which differs
from the broad - market universe used by competing
funds in that it excludes small - caps and most
midcaps.
IJK is another
midcap fund that picks growth stocks
from the S&P 400.
I would like to know
from you that is it necessary to have multi-cap / diversified
fund in MF portfolio if I have 2 - Large cap, 2 - Balanced & 1 -
Midcap funds in my portfolio?
You may consider to exit
from one
fund and add one Mid cap
fund like UTI
midcap / Franklin smaller co's
fund for long - term.
5 Star Overall Morningstar Rating ™ out of 549, 4 stars among 549 for the three - year, 5 stars among 485 for the five - year, and 5 stars among 352 for 10 - year
Midcap Growth
funds as of 3/31/18 (derived
from a weighted average of the
fund's 3 -, 5 -, and 10 - year risk adjusted return measure).
Next, the
Fund primarily seeks companies with market capitalizations ranging anywhere
from $ 100 million to the largest in the Russell
Midcap Index, although, to a limited extent, the
Fund may also select companies with higher market capitalizations.
Managing the
midcap fund since Nov 2012 after he took it over
from Satish Ramanathan, the previous
fund manager who managed the
fund since 2007.
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).
I want to do a STP
from a debt
fund to the HDFC Balanced / Midcap Fund for a period greater than or around 3 years (Monthly), so in this case will it be advisable to invest in the DEBT funds for period greater than or around 3 years or better to cut short the STP period to less than 2 yea
fund to the HDFC Balanced /
Midcap Fund for a period greater than or around 3 years (Monthly), so in this case will it be advisable to invest in the DEBT funds for period greater than or around 3 years or better to cut short the STP period to less than 2 yea
Fund for a period greater than or around 3 years (Monthly), so in this case will it be advisable to invest in the DEBT
funds for period greater than or around 3 years or better to cut short the STP period to less than 2 years..
Which portfolio will be better, one with two
funds (DSP Micro & Mirae Asset emerging) Or other portfolio with more mid cap
funds like
from DSP, Mirae, reliance, SBI
midcap and franklin.
HDFC Small &
Midcap Fund — Regular Plan (G) Pls note I want to continue one fund till 15 years which would be the best fund from above l
Fund — Regular Plan (G) Pls note I want to continue one
fund till 15 years which would be the best fund from above l
fund till 15 years which would be the best
fund from above l
fund from above list.
If they do a good job, their microcap stocks soon become small caps, their small caps become
midcaps, and both are at risk of being ejected
from the capitalization - limited Grandeur Peak
funds.
So, too many different indexes for investors to choose
from, many different index
funds tracking each index with varying degrees of accuracy, and so even if everybody invests only in index
funds, there is still enough flexibility for many companies to flourish even in they are not part of the S&P 500 or the Extended Market Index or the
MidCap Index or the SmallCap Index or the Russell 2000 or...
Overall Morningstar Rating ™ out of 544
Midcap Growth
funds as of 4/30/18 (derived
from a weighted average of the
fund's 3 -, 5 -, and 10 - year risk adjusted return measure).
There is a choice of 9
funds to choose
from if the policyholder wants to manage his own investments which are Equity Growth
Fund,
Midcap Fund, Pure
Fund, Bond
Fund, Income
Fund, Liquid
Fund, Aggressive Asset Allocator
Fund, Moderate Asset Allocator
Fund and Cautious Asset Allocator
Fund