Sentences with phrase «oriented balanced fund»

Dear Karan, You may consider investing in an equity oriented balanced fund instead of multi-cap fund for your 5 year goal.

Basically it is a Balanced fund, if we compare typical equity oriented balanced fund and child plan equity option which will perform best.

Dear IJ, It is an equity oriented balanced fund, can be a very risky bet, for a time - frame of 2 years.

Dear Bharat, You may add one Diversified equity fund like Franklin High growth Cos fund / ICICI Valuediscovery and one Equity oriented balanced fund like HDFC balanced fund.

Dear Gaurav, If your investment horizon is around 5 years, you can add one Equity oriented balanced fund like HDFC or SBI balanced fund.

Instead of a small cap fund, you may consider an equity oriented balanced fund like HDFC balanced fund (for a 5 year time - frame).

Dear Shrikumar, You may pick one Equity oriented Balanced fund like HDFC balanced fund.

You may consider setting STP from a liquid fund to an equity oriented balanced fund (s), may remain invested in a balanced fund for 5 to 6 years and then can gradually move your accumulated corpus to safer investment avenues, as you reach the target year.

May it is advisable to add one Equity oriented balanced fund to your portfolio.

For 3 to 5 years horizon, you may consider an Equity oriented balanced fund like HDFC balanced fund.

Dear Debashish, If you are new investor, suggest you to consider MIP aggressive fund for 3 — 5 year horizon and an equity oriented balanced fund for 5 + years.

You discontinue the existing investments and switch to an Equity oriented balanced fund like HDFC Balanced fund.

You may consider either one diversified equity fund (or) one equity oriented balanced fund.

You may drop either of the two and may consider adding an equity oriented balanced fund to the list.

But given your time - frame of around 5 years, you may consider an equity oriented balanced fund instead.

2 — For medium term goal — You may consider an aggressive MIP + an Equity oriented balanced fund like HDFC balanced fund too.

You may consider an equity oriented balanced fund & one Large cap fund.

You may add one equity oriented balanced fund instead of small cap or one mid-cap fund.

Typically an equity oriented balanced fund invests around 20 to 30 % of fund corpus in Debt related securities.

Dear Karan, You may consider investing in an equity oriented balanced fund instead of multi-cap fund for your 5 year goal.

If the average equity exposure of a balanced fund is more than 60 % and the remaining 40 % is in debt products then it is treated as an Equity Oriented Balanced Fund.

You may consider one Large cap fund and one Equity oriented balanced fund.

Dear surekha, For a 3 year horizon, you may consider investing in an aggressive MIP fund & a small allocation in Equity oriented balanced fund (balanced fund, you may try to remain invested for > 3 years).

Dear Surekha, You may consider investing in an equity oriented balanced fund for the next 3 years.

I expect your commentary on debt oriented balanced funds.

Dear Narasimha ji, There is no lock - in period for equity oriented balanced funds as such.

Top performing Equity Oriented Balanced Funds Above table provides the past performance of balanced funds (equity oriented).

The Balanced funds have to maintain the portfolio according to their mandate, for example, debt oriented balanced funds have to keep at least 65 % of their investments in Debt instruments hence in whenever Equity portfolio of the fund crosses 35 %, then Fund Manager will book profit from equities and rebalance the portfolio.

Hence, for people who want to take advantage of the safety of debt instruments without foregoing the tax efficiency of Equity funds can opt Equity oriented Balanced funds.

Equity oriented balanced funds have similar tax treatment as Equity mutual funds, i.e. Tax free after 1 year and 15 % tax if redeemed before 1 year of investment.

So, let's have a re-look at some of the Top and Best Performing Equity Oriented Balanced Funds.

Though Equity oriented Balanced funds have low risk profile compared to pure Equity funds, but it does not mean that they are totally risk - free.

We have also reduced our high - yield bond exposure in our (GLC) income - oriented balanced funds.»

Don't you think that large cap or debt oriented balance funds are better choice in today's market scenario.

Let's say, you can afford to take high amount of risk, then you can allocate funds across large / multi / mid-cap and also Equity oriented balanced funds.

As market is touching new highs every other day, do you think that it is wise to invest in equity oriented balanced funds.

Dear Bhavin, For a 5 year investment horizon, equity oriented balanced funds can be an ideal choice.

If you invest a portion of your fund in Equity oriented balanced funds, on redemption (after 5 years) the gains (if any) are tax - exempted.

They are equity oriented balanced funds and any gains, if realized after 12 months are tax - exempt.

Dear Mr SINGH, Equity oriented balanced funds are a good choice but kindly do note that they have MODERATE risk profile.

Dear Angari, As you are not investing in any other asset classes, suggest you to consider investing (higher allocation) in equity oriented balanced funds.

If your time - frame is around 7 years, you may consider equity oriented balanced funds, invest them for next 5 years and then switch to safer bet 1 or 2 years before you plan to settle the home loan.

These are similar to normal Equity oriented balanced funds like HDFC balanced fund / TATA balanced fund etc., 2 — If you can take little bit of risk, may be an MIP fund is suitable.

In case of mutual funds, the tax - free label is applicable only on equity - oriented balanced funds and long - term gains from equity funds.

If you have a time frame of 8 - 10 years till your child attends college, you can consider investing in diversified equity funds, debt - oriented balanced funds or equity - oriented balanced funds.

Dear Angari, As you are not investing in any other asset classes, suggest you to consider investing (higher allocation) in equity oriented balanced funds.

Not exact matches

I'd start your 401 (k) with a mutual - fund group mixing your investments — 60 % or 70 % in a conservative common - stock fund, 10 % to 20 % in a more aggressive growth - oriented fund, and the balance in a diversified international fund.

The key numbers to focus on here are cash - flow oriented: various expenses (program services, general administrative overhead, and fund - raising), as well as beginning - and end - of - year fund balances.

Over time, MFS has been a leading innovator in the asset management industry, including creating one of the first in - house research departments in the mutual fund industry in 1932, launching the first high - yield municipal bond fund and the first global balanced fund, and more recently creating «outcome - oriented» products, such as its line of target - risk, target - date, and other asset allocation strategies.

One of the challenges for policy - makers will be to strike the right balance between funding for basic research and for more output - oriented programs, he says.