Sentences with phrase «portion in a balanced fund»

You may invest a certain amount in ELSS fund (lockin period is 3 years) for tax saving purpose and remaining portion in a balanced fund or in an aggressive MIP fund (these will not give you any tax exemption).

Dear kishore, You may pick one equity diversified fund + One mid / small cap fund + a small portion in a balanced fund.

So, suggest you to invest in a combination of products, preferably FD + MF MIP Growth option + a small Portion in a balanced fund.

Not exact matches

Karen H. Grimes, CFA, Senior Managing Director and Equity Portfolio Manager, is a portfolio manager for the Hartford Balanced Fund and the Hartford Value HLS Fund, and is involved in portfolio management and securities analysis for the Hartford Equity Income Fund and the equity portion of the Hartford Balanced Income Fund.

The remaining portion of corpus can be invested in MIP (growth option) + in a Balanced fund for say next 5 years or so.

So, you may consider investing in a MIP Plan (like Birla II Wealth 25 plan) & a small portion of savings in HDFC Balanced fund.

Dear Ankur, Suggest you to start with a balanced fund like hdfc balanced fund and a small portion of your Rs5k in a mid-cap fund.

Invest it in short - term FDs or you can hold some portion of the fund as cash balance.

Because your money won't decline as long as it's in the annuity and you don't withdraw money from it during the surrender period, setting aside of a portion of your funds in a FIA can help provide balance and stability to your retirement portfolio.

The variety of investments within a mutual fund is meant to balance out the level of risk the investor takes on, so that a portion of the money is sheltered in lower - risk investments.

Scott I. St. John, CFA, Senior Managing Director and Fixed - Income Portfolio Manager, is involved in portfolio management and securities analysis for the fixed - income portion of the Hartford Balanced Income Fund.

However, if you have other IRA assets funded with deductible contributions, only a portion of the amount you convert will escape taxes, since all conversions must be done on a pro rata basis based on the total balance in all of your IRAs.

Most investors nearing retirement will seek to balance their portfolio by investing a portion of assets in funds suitable for a short time frame, such as money market and short - term bond funds, while keeping some assets committed to long - term investments, such as stock funds.

You may also invest a small portion of the corpus in a balanced fund for next 5 years or so.

Dear Abinesh, As suggested in my previous comment, consider allocation some portion of the corpus in MIP and balanced funds.

2 — He can invest in Sr.C.S.S and also consider investing atleast in Aggressive MIP fund and a small portion of retirement corpus in a balanced fund (remain invested for atleast for 5 years).

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.

* A small portion of your fund corpus in MF MIP — Growth option + Balanced fund — Growth option for say next 5 years.

If you can afford to take risk, you may consider investing a portion of your savings in a Balanced fund like HDFC Balance fund for next 2 years and then switch the accumulated fund value to safe bet like FD.

On average at year - end 2014, about two - thirds of 401 (k) participants» assets were invested in equities, either through equity funds, the equity portion of target - date funds, the equity portion of non-target-date balanced funds, or company stock.

You may move any portion of your existing account balance among the three funds by requesting an interfund transfer in any month you choose, without an annual limit.

Themeos asks an important question: In calculating my bond / equity split, I throw the bond portion of my Balanced and Growth & Income funds into my bond allocation column.

In Chapter 13 cases, a portion of the fee is paid up front prior to the filing of the case, with the balance paid out by the bankruptcy trustee from funds that my client pays for distribution to creditors.

So, you may consider investing in a MIP Plan (like Birla II Wealth 25 plan) & a small portion of savings in HDFC Balanced fund.

For Kid's education, he can invest in a balanced fund and some portion of his savings in PPF (Read my article on «Top Balanced Funds &laqubalanced fund and some portion of his savings in PPF (Read my article on «Top Balanced Funds &laquBalanced Funds «-RRB-.

If you want to put money in a ULIP plan from Kotak Mahindra, to invest a significant portion of your amount in Kotak Ace - balanced fund.

If you want to invest in a ULIP product from Kotak Mahindra, make sure that a significant portion of your asset is allocated to Kotak Ace - balanced fund.

If your investment horizon is around 5 years, consider investing a Balanced fund (a major portion of your lump sum amount), remaining amount you may invest in a Franklin Tax shield fund.

Invest it in short - term FDs or you can hold some portion of the fund as cash balance.