Sentences with phrase «pure equity funds»

Those looking for pure equity funds for higher returns might not be able to do so if the proposal is accepted.

This proposal, if approved will limit your options to invest in pure equity funds.

Though in a bull market these funds will not give you as much return as pure equity funds but the loss would be lower than those funds in a downward moving market.

A 25 % investment in government securities does limit the risk but this may have other repercussions, as many policyholders looking for pure equity funds may not be interested to continue.

«So even LS40 dividends are treated for tax purpose similar to dividends from pure equity funds?

The names of the Fund Option viz Life Corporate Bond Fund 1, Life Money Market Fund 1, Life Gilt Fund 1, Life Equity Fund 3, Life Infrastructure Fund 2, Life Energy Fund 2, Life Midcap Fund 2, Life Pure Equity Fund 2 and Life Balanced Fund 1 do not in any manner indicate the quality of the Fund Option or their future prospects or returns.

Its a shame they call HDFC Large cap fund as an «actively» managed fund given its poor performance At this point of time, HDFC Mid Cap Opportunities fund is the only pure equity fund from HDFC which is performing well.

Have not included ELSS and Balanced funds, as these are used for different purpose and can not be compared with Pure Equity Funds.

Tata Pure Equity Fund concentrates on making the investment in the undervalued and strong big corporations.

The proposal is, therefore, going to push people away from ULIPs toward investment instruments that offer pure equity fund option or higher returns.

It is 1.35 % p.a for Life Equity Fund 3, Life Pure Equity Fund 2, & Make in India Fund, 1.25 % p.a for Life Balanced Fund 1, Life Corporate Bond Fund 1, & Life Money Market Fund 1, 0.50 % p.a for Discontinued Policy Fund.

I would suggest you go for pure equity fund.

What I mean is that in a taxable account, dividends from pure equity funds are taxed at a more favourable rate than income from pure bond funds, the latter being treated like bank interest.

So you are saying that LS20 is bad to hold outside a tax wrapper, because the entire dividend is taxed at normal income tax rates (20/40/45), whereas buying a 4:1 mix of a pure bond fund and pure equity fund should save some tax, because the div from the equity fund is taxed at dividend tax rates (7.5 / 32.5 / 37.5) and it benefits from a # 5k allowance (reducing to # 2k, next year)?

It would be good tax planning to prioritise bond funds (including those with up to 40 % equities) for tax shelters, and for any such funds that can not be sheltered and that have any equity assets, convert them into equivalent mixes of pure bond funds and pure equity funds.

Anyone who currently has unsheltered investments in pure bond funds and pure equity funds (both passive) might be better converting them (in a 60:40 ratio) into LS40.

@ Mikkamakkamoo: So even LS40 dividends are treated for tax purpose similar to dividends from pure equity funds?

However, NAVs of such funds are likely to be less volatile compared to pure equity 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.

Everything from a pure bond fund to a pure equity fund is available in the form of a mutual fund.

# 1 HDFC Prudence is getting merged with another scheme, the HDFC Growth Fund, a pure equity fund.

Dear Sanket, Kindly note that Arbtirage funds» investment strategies are different to pure Equity funds.

Please include a few balanced funds (hybrid - equity oriented) in this study as some of them have given better returns than pure equity funds, whether it be large cap, multi-cap or mid-caps too over the long term.

These pure equities funds and offer you an excellent chance of medium - term and long - term capital appreciation.

The combination of equity and debt helps investor for wealth creation at low risk or less volatility compared to pure equity funds.

So for example if a company had an equity fund with an MER of 2.5 and a fixed income fund with an MER of 1.5 and a balanced fund with an mer of 2.35 and the balanced fund was 60 % equity and 40 % fixed income, you would be better off holding the 60 % of your investment in the pure equity fund and 40 % in the pure fixed income fund.

Investors looking for pure equity funds may not be interested to continue with ULIPs, as the proposed recommendation will force them into a product that is likely to generate less than 8 % returns.

While insurers fear it might make policyhold - ers apprehensive ahout investing in ULIPs owing to lower return on investments, policyholders are concerned about not having an option to invest in pure equity funds.

The investment objective of the Pure Equity fund is to provide policyholders high real rate of return in the long term through high exposure to equity investments, while recognizing that there is significant probability of negative returns in the short term.

Many of us who look for pure equity funds may not be interested to continue with ULIPs.

It is 1.35 % p.a for Life Equity Fund 3 & Life Pure Equity Fund 2, 1.25 % p.a for Life Balanced Fund 1, Life Corporate Bond Fund 1, & Life Money Market Fund 1, 0.50 % p.a for Discontinued Policy Fund.

It is 1.35 % p.a for Life Equity Fund 3, Life Pure Equity Fund 2, Life Infrastructure Fund 2, Life Midcap Fund 2, & Life Energy Fund 2, 1.25 % p.a for Life Corporate Bond Fund 1, Life Gilt Fund 1, Life Money Market Fund 1, & Life Balanced Fund 1.