3 equity funds you must not miss for long term wealth creation

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3 Equity Funds You should never Miss


ICICI Prudential Exports and Other Services Fund About Fund Size

Open ended equity scheme whose objective is to provide capital appreciation by investing a major part in Shares of Service providing companies

Rs. 592 Crore

Expense Ratio

2.60% 1 Year Return

3 Year Return

5 Year Return

Fund

51.3%

42%

22.7%

BSE Sensex

14.9%

23.8%

13.5%

Past Return

Rs. 2,750

Rs 1000 Invested 5 years back

Rs. 1,29,120 Rs 1000 SIP Invested 5 years back

Source- AdviseSure Research. Data as on 2 May2015

Beta

0.37

Sharpe Ratio

2.00


SBI Pharma Fund About Fund Size

Open ended equity scheme with objective to provide maximum growth through specific investment themes dedicated to IT, Pharma, FMCG.

Rs. 491 Crore

Expense Ratio

2.68% 1 Year Return

3 Year Return

5 Year Return

Fund

78.7%

43.1%

29.0%

BSE Sensex

14.9%

23.8%

13.5%

Past Return

Rs. 3,360

Rs 1000 Invested 5 years back

Rs. 1,42,730 Rs 1000 SIP Invested 5 years back

Source- AdviseSure Research. Data as on 2 May2015

Beta

1.03

Sharpe Ratio

1.86


SBI Magnum Global Fund About Fund Size

Open ended equity scheme whose objective is to provide investors growth opportunity in Equities, PCDs & FCDs in some industries and in Bonds

Rs. 1,944 Crore

Expense Ratio

2.40% 1 Year Return

3 Year Return

5 Year Return

Fund

47.7%

33.7%

21.6%

BSE Sensex

14.9%

23.8%

13.5%

Past Return

Rs. 2,630

Rs 100 Invested 5 years back

Rs. 1,19,120 Rs 1000 SIP Invested 5 years back

Source- AdviseSure Research. Data as on 2 May2015

Beta

0.71

Sharpe Ratio

1.73


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