4 Top Diversified Equity mutual funds for investing.Which are best Mid Cap equity mutual funds of 2015 for highest return in long term. Top Equity Mutual Funds, SIP, Long Term, Wealth Creation, Birla Sunlife Advantage fund,BNP paribas equity fund,HDFC capital builder,ICICI PRU top 200,Reliance top 200
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%
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