Sentences with phrase «midcap fund with»

dear sreekanth, i already invested in sbi midcap fund with an sip 1000rs, i wish to continue about 20 years, is this fund is good for long term investment?

Further i am also planning to invest in SBI Bluechip or SBI Pharma mutual fund and UTI Midcap Fund with annually 30,000 investing in both the funds.

Only one suggestion, consider replacing one midcap fund with a balanced fund.

Could you please suggest 2 - 3 good midcap funds with minimum portfolio overlap amongst themsleves?

Not exact matches

T. Rowe Price Mid-Cap Index Fund will seek to match the performance of the Russell Select Midcap Completion Index, with a correlation of at least 0.95.

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 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 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 Fund (Regular Growth)-- 15000 I wish to invest 25lakhs in MF to get regular income after 3 years through SWP.

Dear Mr.Reddy, I am an NRI, I want to start investing in Mutual Funds with Lumpsum amount, it will be mix of 50 % Balance fund, 25 % Midcap or Small Cap & 25 % Monthly Investment plan.

Dear sreekant,,,, For my child education I have selected 3 fund icici focused bluecheap, mirae India opportunities and hdfc midcap with horizon of 15 year.

He brings a lot of relevant experience, gathered over the years with small, mid and micro cap funds, to the Sundaram Select Midcap fund.

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.

Along with Sundaram Select Midcap, Krishnakumar also manages Sundaram SMILE Fund, Sundaram Select Small Cap series and Sundaram Value Fund — Series I.

We don't rate Nuance MidCap Value Fund (NMVLX) due to its short history, but it is managed by the same team with considerable portfolio overlap and similar expense structure.

Stock selection was strong with holdings in Real Estate and Consumer Discretionary helping the Fund beat its benchmark, the Russell Midcap ® Value Index returning 6.75 % versus 5.50 %.

The Fund currently defines medium - market capitalization companies as those with a market capitalization within the market capitalization range of the companies represented in the Russell Midcap ® Index.

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.

Also in the coming days I plan to add one more midcap (franklin smaller companies) and one more balanced (tata balanced) fund and their portfolio overlap with existing MFs are 27 % and 21 % respectively — your take on that?

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).

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 —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 —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 —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 —Fund Growth — Balanced — 10K Franklin high growth Cos fund — Diversified —fund — Diversified — 10K

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 %

Can I go ahead with Uti midcap, inspite fund manager changed.

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.

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)

Pls advice should I continue with them (Birla sunlife manufacturing equity fund and HDFC Small and Midcap Fund) or choose another fund (Switch) with another schefund and HDFC Small and Midcap Fund) or choose another fund (Switch) with another scheFund) or choose another fund (Switch) with another schefund (Switch) with another scheme.?

hdfc midcap opportunities fund - 3000 pm, I want to take my investment in sip pm to 15 k Q1 - I want to get more than 2 crores at the age of 50, which is my retirement age as I want to enjoy with family after that time, currently I am single.

Target companies will typically have market capitalizations below $ 3B at the time of purchase; however, the Fund may also invest in midcap stocks, which the Fund considers to be companies with market capitalizations between $ 1B and $ 3B at the time of acquisition based on opportunity set.

But when I see HDFC Midcap and ICICI Pru Discovery funds, I found that they have many large cap companies along with mid cap in their portfolio, hence I thought these funds are not very aggressive like DSP Micro Fund.

The Buffalo Mid Cap Fund (BUFMX) seeks to invest in companies with market capitalization in the range of the Russell Midcap Growth Index at the time of purchase, creating a portfolio of 50 - 70 positions.

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...

For long - term investors, an even better way to access mid-caps is with dividends via the WisdomTree U.S. MidCap Dividend Fund (DON).

The Baird MidCap Fund is a growth - oriented fund and is managed with a strong emphasis on risk control and long - term perspectFund is a growth - oriented fund and is managed with a strong emphasis on risk control and long - term perspectfund and is managed with a strong emphasis on risk control and long - term perspective.

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).