Sentences with phrase «multi cap»

Diversified Equity Portfolio Large Cap Portfolio Small and Mid Cap Portfolio Multi Cap Portfolio Flexicap Portfolio Top Equity Mutual Funds Best Balanced Funds Best Income Generating Funds Dividend Paying Mutual Funds Monthly Income Plan Retirement Income Plan Pension Plan Retirement Plan Pension Scheme Annuity Old Age Pension Low Risk Mutual Funds Top Debt Funds Top Liquid Funds Better than FD funds Better than RD funds Super Savings Account

It is 1.35 % p.a for Maximus Fund, Accelerator Fund, Tyaseer Fund, Dynamic Asset Allocation Fund & Multi Cap Aggressive Fund, 1.25 % p.a for Preserver Fund & Guard Fund, 0.50 % p.a for Discontinued Policy Fund.

It is 1.35 % p.a. for Opportunities Fund, Multi Cap Growth Fund, Bluechip Fund, Maximiser V, Maximise India Fund, Multi Cap Balanced Fund, Active Asset Allocation Balanced Fund, Income Fund.

Under this investment option, you can choose Automatic Transfer Strategy (ATS) that provides you the flexibility to invest all or some part of investment in the Money Market Fund or Income Fund and transfer a fixed amount in regular monthly installments into Bluechip Fund, Maximiser V, Multi Cap Growth Fund, Maximise India Fund or Opportunities Fund.

It is 1.35 % p.a. for Maximiser V, Opportunities Fund, Multi Cap Growth Fund, Bluechip Fund, Multi Cap Balanced Fund, and Income Fund.

Under this investment option, you can choose Automatic Transfer Strategy (ATS) that provides you the flexibility to invest all or some part of investment in Money Market Fund or Income Fund and transfer a fixed amount in regular monthly installments into Bluechip Fund, Maximiser V, Multi Cap Growth Fund or Opportunities Fund.

Under this investment option, you can choose Automatic Transfer Strategy (ATS) that provides you the flexibility to redeem the required number of units from Money Market or Income Fund and allocate new units in one of Bluechip Fund, Maximiser V, Multi Cap Growth Fund, or Opportunities Fund.

Under this investment option, you can choose Automatic Transfer Strategy (ATS) that provides you the flexibility to invest all or some part of investment in Money Market or Income Fund and allocate new units in one of Bluechip Fund, Maximiser V, Multi Cap Growth Fund, or Opportunities Fund.

It is 1.35 % p.a. for Maximiser V, Opportunities Fund, Multi Cap Growth Fund, Bluechip Fund, Multi Cap Balanced Fund, and Income Fund, 0.75 % p.a for Money Market Fund.

On the basis of the insured's age, the investment is divided in a fixed ratio between income fund and multi cap growth fund.

Under the Lifecycle based Portfolio Strategy, the investment is split in a fixed ratio between the Multi Cap Growth Fund and Income Fund depending on the age of the policyholder.

Under this strategy, all or part of your money gets invested in income fund or money market fund and is transferred systematically to any one of the following funds: Maximiser V, Blue Chip Fund, Maximise India Fund, Opportunities Fund and Multi Cap Growth Fund.

Between the two fund options i.e. Multi Cap Growth Fund and Income Fund, the investment is divided equally depending on the age of the policyholder.

There is a feature of Automatic Transfer Strategy under the Fixed Portfolio strategy under which the policyholder may choose to invest all or a part of his premium in the Money Market Fund and from there a chosen amount may be transferred automatically to the Blue Chip Fund or Multi Cap Growth Fund or Opportunities Fund as per the policyholder's choice.

For the self - managed strategy, there are 8 fund options to choose from namely — Multi Cap Fund, India Consumption Fund, Large Cap Equity Fund, Whole Life Mid Cap Equity Fund, Whole Life Aggressive Growth Fund, Whole Life Stable Growth Fund, Whole Life Income Fund and Whole Life Short - Term Fixed Income Fund

Multi Cap Growth Fund is a high risk and high return fund with the maximum allocation of premium in the initial years while Income Fund is a low risk low return fund.

With the passage of the policy term and increasing of the policyholder's age, the investment will be redistributed gradually every year with money being transferred form the Multi Cap Growth Fund to the Income Fund to protect it from high volatility.

Under the Lifecycle based portfolio strategy, the premium will be initially distributed between two funds namely Multi Cap Growth Fund and Income Fund based on the age of the policyholder.

Mr. Sailesh Raj Bhan has been managing Reliance Pharma Fund since Jun 2004, Reliance Consumption Fund since Sep 2004, Reliance Multi Cap Fund since Mar 2005, Reliance Large Cap Fund since Aug 2007

ICICI Prudential Value Discovery Fund is a multi-cap fund which has been not performing well for last few years and is not among the most popular multi cap fund in market today.

HDFC Equity Fund is an equity - based multi cap fund.

ICICI Value Discovery is a multi cap fund (this was a mid cap fund till a few months ago, just changed into a multi cap).

ICICI Prudential Value Discovery Fund — Regular Plan (Multi Cap)(1000 / - SIP) 3.

I have seen HDFC Equity Fund categorised as a Large cap fund, when the fund itself states that it is a multi cap / flexi cap fund.

Being preferably with a large cap or multi cap fund.

The fund is a good and consistent performer having a multi cap approach with around 45 % of the portfolio invested in mid caps.

HDFC Equity is again a multi cap fund (has suffered recently) but manned by a very competent fund manager.

Broadly, have atleast 1 multi cap, 1 mid cap, and 1 large cap fund.

: Our standard suggestion for average risk return profiled investor is to have 1 / 3rd of Equity exposure in Large Cap category (Birla Frontline Equity, ICICI Focused Bluechip), 1 / 3rd in to Multi Cap category (Franklin Prima Plus, Kotak Select Focus) & 1 / 3rd in Small & Mid-cap Space (HDFC Mid-cap Opportunities, Mirae Asset Emerging Bluechip), Rest we may need to customise based on specific needs.

Out of 21 large cap funds only 1 fund has T - Stat above 2, and out of 62 multi cap funds only 5 funds has T - Stat above 2.

Further, 11 large cap & 22 multi cap funds has negative alpha.

Aditya Birla Sun Life mutual fund's multi cap fund... Continue reading NFO Review: Aditya Birla Sun Life Resurgent India Fund — Series 6 NFO 2018

Since market in the last 7 month have gone down and then up by 20 % do you still make addition lumpsum to franklin smaller or do you suggest to switch for balance / multi cap?

% Allocation Class FUND =================================================== 35 % Large Cap ==================================================== --------- A) 18 % SBI Bluechip Fund ---------- B) 17 % Birla Sunlife Frontline Equity Fund ===================================================== 20 % Mid Cap Mirae Asset Emerging Bluechip Equity Fund ===================================================== 20 % Small Cap ==================================================== --------- A) 10 % DSP Black Rock Microcap Fund --------- B) 10 % Frankline India Smaller Companies Fund ==================================================== 10 % Multi cap ICICI Prudential Value Discovery Fund ==================================================== 15 % Balanced HDFC or ICICI Pru Balanced Fund ====================================================

As an equity portfolio manager, Michael manages institutional portfolios in the Multi Cap Growth styles.

3 & 6 are Multi cap funds and have a portfolio overlap of around 45 %.

Even Mirae fund is also a multi cap fund.

Should I have 1 multi cap scheme in equity instead of 3 or in addition to these three?

In Option b — > Multi cap funds have a mandate to move according to the current market.

Retirement (ELSS)-- 15000 PM — Axis Long Term Equity Fund and Birla Sun Life Tax Relief 96 Children Education — 5000 PM — SBI Bluechip Tax Savings — 10000 PM — DSP BlackRock Tax Saver Fund Emergency — 5000 PM — Mirae Asset India Opportunities (large / mid cap), — 5000 PM — Motilal Oswal MOSt Focused Multicap 35 Fund (multi cap) or ICICI Prudential Value Discovery Fund — Direct Plan — 5000 PM — Mirae Emerging Bluechip Fund (G)(small cap) / Reliance Tax Saver

Large cap — SBI bluechip (20 %) Mid cap — Mirae Asset emerging bluechip (30 %) Multi cap ELSS — You need to advise based on above queries.

Current Debt portfolio: PF — 1500 & RD — 2000 per month Current Equity portfolio: (all Direct Growth plan monthly SIP for 3 years)-------------------------------------------------------------------------------- SBI bluechip — Rs 2000 ICICI value discovery - Rs 1000 — > Need to remove this multi cap as I am planning to add one ELSS (multi cap) DSP BR Micro Cap — Rs 1000 Franklin smaller comp - Rs 1000 I was having two small caps as their portfolio overlap is 15 %.

RD & FD — Rs 60,000 per year and no Debt mutual funds (40 % Debt) Equity portfolio — Total of 90,000 per year considering below SIPs (60 % of Equity) a. Large cap — > SBI Blue chip — Direct Growth — Rs 2, 000 b. Multi cap — > ICICI pru value disc fund — Direct Growth — Rs 1,000 c. Small & Mid cap a) Franklin Small companies - Direct growth — Rs 1,000 b) DSPBR Microcap — Direct Growth — Rs 1,000 d. ELSS Funds — 2500 per month 2.

can tell me what is Large cap, Multi cap & Mid cap fund categories

L & T India Prudence Fund Equity Oriented 11.22 % UTI MNC Fund Balanced 12.68 % Franklin Build India Fund Infrastructure 16.98 % Mirae Asset Emerging Blue chip Fund Mid Cap 14.97 % ICICI Pru Regular Income Fund Debt oriented 3.48 % UTI Transport & Logistic Fund Others 8.79 % DSP BlackRock Micro Cap Fund Small Cap 6.94 % ICICI Value Discovery Fund Multi Cap 5.20 % SBI Pharma Fund Pharma 2.75 %

Dear Vishal, Franklin HGF can be considered as a multi cap oriented fund, but with slightly higher allocation to large cap stocks.

For the goals having a horizon of more than 3 years choose from the Equity fund categories of Multi Cap, Mid Cap, Large Cap etc. based on your risk appetite.

It means that the multi cap funds have a...

Multi Cap Diversified Mutual Funds are those with investments in stocks and companies across market capitalization.

B. 1 and 3 are multi cap funds.