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5 Best Equity Mutual funds
You should never Miss
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 1,71,304
Rs. 1,00,000 Invested 5
years back
Rs 1,00,034
Rs. 1,000 SIP Invested 5
years back
Scheme Snapshot โ€“ To achieve
long term growth of capital at
relatively moderate levels of risk
through a diversified research
based investment approach.
0.77
Birla Sun Life Advantage Fund (G)
0.27
Rs 447.68 Crore
2.77%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
11.3% 26.7% 14.4%
1.9% 28% 20.9%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.78%
Beta
Sortino
Ratio
Rs 190705.2
Rs 1,00,000 Invested 5
years back
Rs 94346.77
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot โ€“ To generate
long-term capital growth from a
diversified and actively
managed portfolio of equity
and equity related securities.
The scheme will invest in a range
of companies, with a bias
towards large and medium
market capitalization
companies.
0.84
BNP Paribas Equity Fund (G)
0.12
Rs. 720.70 Crore
2.51%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
7.48% 22.14% 13.76%
-4.58% 21.08% 18.46%SIP
CNX BSE Sensex -5.13% 6.37%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 1,69,144
Rs. 1,00,000 Invested 5
years back
Rs. 91,632
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot โ€“ To achieve
long term capital appreciation
by investing predominantly in
equity oriented securities.
0.94
HDFC Capital Builder -(G)
0.08
Rs. 907.40 Crore
2.68%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
3.8% 21.2% 11.1%
-6.3% 20.8% 17.2%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 1,72,841
Rs. 1,00,000 Invested 5
years back
Rs. 94,144
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot โ€“ Long term
capital appreciation from a
portfolio invested in equities of
core sector companies.
0.88
ICICI Pru Top 200 Fund - (G)
0.09
Rs. 858.42 Crore
2.59%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
8.1% 22.5% 11.5%
1.1% 22.8% 18.4%SIP
S&P BSE Sensex -5.1% 6.4%
Fund Size
Expense Ratio
Past Return
Fund
12.8%
Beta
Sortino
Ratio
Rs. 1,75,565
Rs. 1,00,000 Invested 5
years back
Rs. 93,017
Rs 1,000 SIP Invested 5
years back
Scheme Snapshot โ€“ To generate
long term capital appreciation
by investing in equity and equity
related instruments of
companies whose market
capitalization is within the range
of highest & Lowest market
capitalization of BSE 200 Index.
The secondary objective is to
generate consistent returns by
investing in debt and money
market securities.
0.96
Reliance Top 200 Fund (G)
0.09
Rs. 1285.63 Crore
2.53%
1 Year
CAGR
3 Year
CAGR
5 Year
CAGR
6.2% 20.8% 11.9%
-6.1% 21.3% 17.8%SIP
S&P BSE Sensex -5.1% 6.4%
Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission
( Optional)
We Offer
Customized , unbiased Wealth
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Right Portfolio
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1 2 3 4 5
Know best Investment
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storing statements. Manage Your Finance with easy and simple back office..
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brokerages. You can continue buying and selling with your current Broker or Agent.
However you can also transact through us at substantial low Cost.
You can manage your account from anywhere through multiple support points
We advice on almost all Financial Products except banking accounts. You can transact in
all products through us. Our technology will ensure superior Experience
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Quarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of MarketingQuarter 4- Module 3 Principles of Marketing
Quarter 4- Module 3 Principles of Marketing
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5 best equity mutual fund to invest in 2015

  • 1. 5 Best Equity Mutual funds You should never Miss
  • 2. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs. 1,71,304 Rs. 1,00,000 Invested 5 years back Rs 1,00,034 Rs. 1,000 SIP Invested 5 years back Scheme Snapshot โ€“ To achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach. 0.77 Birla Sun Life Advantage Fund (G) 0.27 Rs 447.68 Crore 2.77% 1 Year CAGR 3 Year CAGR 5 Year CAGR 11.3% 26.7% 14.4% 1.9% 28% 20.9%SIP S&P BSE Sensex -5.1% 6.4%
  • 3. Fund Size Expense Ratio Past Return Fund 12.78% Beta Sortino Ratio Rs 190705.2 Rs 1,00,000 Invested 5 years back Rs 94346.77 Rs 1,000 SIP Invested 5 years back Scheme Snapshot โ€“ To generate long-term capital growth from a diversified and actively managed portfolio of equity and equity related securities. The scheme will invest in a range of companies, with a bias towards large and medium market capitalization companies. 0.84 BNP Paribas Equity Fund (G) 0.12 Rs. 720.70 Crore 2.51% 1 Year CAGR 3 Year CAGR 5 Year CAGR 7.48% 22.14% 13.76% -4.58% 21.08% 18.46%SIP CNX BSE Sensex -5.13% 6.37%
  • 4. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs. 1,69,144 Rs. 1,00,000 Invested 5 years back Rs. 91,632 Rs 1,000 SIP Invested 5 years back Scheme Snapshot โ€“ To achieve long term capital appreciation by investing predominantly in equity oriented securities. 0.94 HDFC Capital Builder -(G) 0.08 Rs. 907.40 Crore 2.68% 1 Year CAGR 3 Year CAGR 5 Year CAGR 3.8% 21.2% 11.1% -6.3% 20.8% 17.2%SIP S&P BSE Sensex -5.1% 6.4%
  • 5. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs. 1,72,841 Rs. 1,00,000 Invested 5 years back Rs. 94,144 Rs 1,000 SIP Invested 5 years back Scheme Snapshot โ€“ Long term capital appreciation from a portfolio invested in equities of core sector companies. 0.88 ICICI Pru Top 200 Fund - (G) 0.09 Rs. 858.42 Crore 2.59% 1 Year CAGR 3 Year CAGR 5 Year CAGR 8.1% 22.5% 11.5% 1.1% 22.8% 18.4%SIP S&P BSE Sensex -5.1% 6.4%
  • 6. Fund Size Expense Ratio Past Return Fund 12.8% Beta Sortino Ratio Rs. 1,75,565 Rs. 1,00,000 Invested 5 years back Rs. 93,017 Rs 1,000 SIP Invested 5 years back Scheme Snapshot โ€“ To generate long term capital appreciation by investing in equity and equity related instruments of companies whose market capitalization is within the range of highest & Lowest market capitalization of BSE 200 Index. The secondary objective is to generate consistent returns by investing in debt and money market securities. 0.96 Reliance Top 200 Fund (G) 0.09 Rs. 1285.63 Crore 2.53% 1 Year CAGR 3 Year CAGR 5 Year CAGR 6.2% 20.8% 11.9% -6.1% 21.3% 17.8%SIP S&P BSE Sensex -5.1% 6.4%
  • 7. Advisory Fees Rs. 365 Per Annum Customized advise only for you Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Regular Review and Rebalancing Substantial Savings in Commission ( Optional) We Offer Customized , unbiased Wealth Management @Rs. 1 per day Start Now
  • 8. Right Approach Risk Profiling Knowing- Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take Financial Goals Knowing- All Financial Goals of the life The Inflation adjusted amount required to meet them Right Portfolio Investment Products right as per risk profile Portfolio which is tax efficient Buy/ Sell With least Brokerage & Commission With Nil hidden costs Regular Monitoring Of Portfolio and Markets Rebalance Investments when required 1 2 3 4 5 Know best Investment Portfolio for you @ Rs 365 Per annum. Start Now
  • 9. Financial Management @ Rs 1 per day Wealth Creation Advice Monthly Savings Advice Tax Saving Investments Portfolio Restructuring Advice Goal Planning Online Transaction In case you want to invest Lump Sum In case you want to invest On Monthly basis In case you want to Make Tax Saving Investments In case you want to Buy and Sell any product In case you want to Plan your Financial Goals If you want to Restructure your portfolio
  • 10. Why AdviseSure Simple & Easy Paperless Process Multiproduct Cost Effective Online Access Our Simple and easy Personal Finance Tools & self-help process, ensures that you take Better control of your entire Finance in 7 Minutes , to your satisfaction. Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and storing statements. Manage Your Finance with easy and simple back office.. We don't Push Products to our Customers Like Agents or Brokers, for commissions or brokerages. You can continue buying and selling with your current Broker or Agent. However you can also transact through us at substantial low Cost. You can manage your account from anywhere through multiple support points We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience
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