5 mutual funds to financial independence
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Which are best Mutual funds? Which are mutual funds for highest returns? Best mutual fund, Top mutual funds, Birla Sunlife MNC fund, SBI pharma,SBI small and mid cap fund,Tata Balanced fund,Franklind india balanced fund,\n - PowerPoint PPT PresentationTRANSCRIPT
5 Mutual Funds to Independence
Fund Size
Expense Ratio
Past Return
Fund
BSE Sensex
Beta
Sortino
Ratio
Rs. 30,824Rs 10,000 Invested 5 years back
Rs.138,901Rs 1000 monthly SIP Invested for
last 5 years
Birla Sun Life MNC Fund - B (G)
Rs. 1645 Crore
2.65%
1 Year Return
3 Year
Return5 Year
Return
0.68
38.7% 25.2%
6.2% 17.4% 9.2%
Objective
Source- AdviseSure Research. Data as on 2 Aug 2015
60.0%
0.33%
An Open-ended growth scheme to achieve long-term growth of capital by making investments in securities of multi-national companies through a research based investment approach.
Risk Moderately High
Color Code Fund Size
Fund Size
Expense Ratio
Past Return
Fund
BSE Sensex
Beta
Sortino
Ratio
Rs. 34,914Rs 10,000 Invested 5 years back
Rs.1,39,926 Rs 1000 monthly SIP Invested for
last 5 years
SBI Pharma Fund (G)
Rs. 525 Crore
2.68%
1 Year Return
3 Year
Return5 Year
Return
43.4% 38.6% 28.4%
6.2% 17.4% 9.2%
Objective
Source- AdviseSure Research. Data as on 2 Aug 2015
0.24%
0.76
The fund will invested primarily in Pharma & Pharma related stocks.
Risk High
Color Code
Fund Size
Expense Ratio
Past Return
Fund
BSE Sensex
Beta
Sortino
Ratio
Rs. 29,458Rs 10,000 Invested 5 years back
Rs.1,44,129 Rs 1000 monthly SIP Invested for
last 5 years
SBI Small & Mid Cap Fund
Rs. 354 Crore
2.61%
1 Year Return
3 Year
Return5 Year
Return
55.5% 43.6% 24.1%
6.2% 17.4% 9.2%
Objective
Source- AdviseSure Research. Data as on 2 Aug 2015
0.27%
0.77
To generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities of small and midcap companies.
Risk High
Color Code
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Fund Size
Expense Ratio
Past Return
Fund
BSE Sensex
Beta
Sortino
Ratio
Rs. 21,552Rs 10,000 Invested 5 years back
Rs.1,04,526 Rs 1000 monthly SIP Invested
for last 5 years
Tata Balanced Fund - Regular (G)
Rs. 3268 Crore
2.45%
1 Year Return
3 Year
Return5 Year
Return
26.7% 25.7% 16.6%
6.2% 17.5% 9.2%
Objective
Source- AdviseSure Research. Data as on 2 Aug 2015
0.17%
0.69
To provide long term growth/income distribution by investing in equity and bonds
Risk Moderately High
Color Code
Fund Size
Expense Ratio
Past Return
Fund
BSE Sensex
Beta
Sortino
Ratio
Rs. 19,853Rs 10,000 Invested 5 years back
Rs. 99,055Rs 1000 monthly SIP Invested
for last 5 years
Franklin India Balanced Fund - (G)
Rs. 458 Crore
2.64%
1 Year Return
3 Year
Return5 Year
Return
27.6% 23.4% 14.7%
6.2% 17.4% 9.2%
Objective
Source- AdviseSure Research. Data as on 2 Aug 2015
0.20%
0.63
To provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments.
Risk Moderately High
Color Code
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