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Best 3 diversified equity mutual funds to invest in india
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Transcript of Best 3 diversified equity mutual funds to invest in india
Equity mutual funds have different types of categories based on the
segment of the market, sectors or industries, investment styles etc. One of
the types of equity mutual funds is ‘Diversified equity mutual funds’, these
funds invest across the market in different companies that have a good
growth potential.
These funds are slightly less risky than other equity mutual funds since they
invest in different sectors across the different market capitalization. These
funds impact by the overall market volatility, but they are less sensitive to a
particular sector or market capitalization.
There are many diversified funds in the market but finding the best funds is
a difficult task. Thus, we have analysed the diversified equity mutual funds
based on their 5 years CAGR and beta to find the funds that can give
higher returns at minimum risk.
Introduction
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 1,98,335Rs. 1,00,000 Invested 5 years
back
Rs 98,284Rs. 1,000 SIP Invested 5 years
back
Scheme Snapshot – To achieve
long term growth of capital at
relatively moderate levels of risk
through a diversified research
based investment approach.
1.05
Birla Sun Life Advantage Fund (G)
1.69%
Rs 866.43 Crore
2.70%
1 Year
CAGR
3 Year
CAGR5 Year
CAGR
-0.03% 24.52% 14.68%
6.89% 20.35% 19.83%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs 1,94,002Rs 1,00,000 Invested 5 years
back
Rs 90,773Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To provide
medium to long-term capital
appreciation, by investing
predominantly in a diversified
portfolio of equity and equity
related securities of Top 100
companies as measured by
market capitalization.
0.93
Birla Sun Life Top 100 Fund (G)
1.01%
Rs. 1738.30Crore
2.35%
1 Year
CAGR
3 Year
CAGR5 Year
CAGR
0.45% 18.87% 14.17%
6.68% 14.70% 16.57%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 1,86,668Rs. 1,00,000 Invested 5 years
back
Rs. 90,953Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To achieve
long term capital appreciation
by investing predominantly in
equity oriented securities.
0.94
HDFC Capital Builder (G)
1.26%
Rs. 1,015.26 Crore
2.66%
1 Year
CAGR3 Year
CAGR5 Year
CAGR
0.86% 20.09% 13.30%
5.56% 15.59% 16.65%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
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rely on historical data. Historical/ past performance is not a
guarantee of future returns. The information and views
presented here are prepared by AdviseSure Investment
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analysis and upon sources that we consider reliable. We,
however, do not vouch for the accuracy or the completeness
thereof. This material is for personal information and we are not
responsible for any loss incurred based upon it. This document
is solely for the personal information of the recipient. The
investments discussed or recommended here may not be
suitable for all investors. Investors must make their own
investment decisions based on their specific investment
objectives and financial position and using such independent
advice, as they believe necessary. While acting upon any
information or analysis mentioned here, investors may please
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person connected with any associated companies of
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Each recipient of this document should make such
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independent evaluation of an investment in the securities of
the companies referred to in this document (including the
merits and risks involved), and should consult their own advisors
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