5 Best Equity Mutual funds You should never Miss
Birla Sun Life Advantage Fund (G) Fund Size Expense Ratio
Scheme Snapshot – To achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach.
Rs 447.68 Crore 2.77% 1 Year CAGR
3 Year CAGR
5 Year CAGR
Fund
11.3%
26.7%
14.4%
SIP
1.9%
28%
20.9%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
Rs. 1,71,304
Rs. 1,00,000 Invested 5 years back
Rs 1,00,034
Rs. 1,000 SIP Invested 5 years back
Beta
0.77
Sortino Ratio
0.27
BNP Paribas Equity Fund (G) Fund Size Expense Ratio
Rs. 720.70 Crore 2.51% 1 Year CAGR
3 Year CAGR
5 Year CAGR
Fund
7.48%
22.14%
13.76%
SIP
-4.58%
21.08%
18.46%
-5.13%
12.78%
6.37%
Past Return
CNX BSE Sensex
Rs 190705.2
Rs 1,00,000 Invested 5 years back
Rs 94346.77
Rs 1,000 SIP Invested 5 years back
Scheme Snapshot – 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.
Beta
0.84
Sortino Ratio
0.12
HDFC Capital Builder -(G) Fund Size Expense Ratio
Scheme Snapshot – To achieve long term capital appreciation by investing predominantly in equity oriented securities.
Rs. 907.40 Crore 2.68% CAGR
3 Year CAGR
5 Year CAGR
Fund
3.8%
21.2%
11.1%
SIP
-6.3%
20.8%
17.2%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
1 Year
Rs. 1,69,144
Rs. 1,00,000 Invested 5 years back
Rs. 91,632
Rs 1,000 SIP Invested 5 years back
Beta
0.94
Sortino Ratio
0.08
ICICI Pru Top 200 Fund - (G) Fund Size Expense Ratio
Scheme Snapshot – Long term capital appreciation from a portfolio invested in equities of core sector companies.
Rs. 858.42 Crore 2.59% CAGR
3 Year CAGR
5 Year CAGR
Fund
8.1%
22.5%
11.5%
SIP
1.1%
22.8%
18.4%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
1 Year
Rs. 1,72,841
Rs. 1,00,000 Invested 5 years back
Rs. 94,144
Rs 1,000 SIP Invested 5 years back
Beta
0.88
Sortino Ratio
0.09
Reliance Top 200 Fund (G) Fund Size Expense Ratio
Rs. 1285.63 Crore 2.53% CAGR
3 Year CAGR
5 Year CAGR
Fund
6.2%
20.8%
11.9%
SIP
-6.1%
21.3%
17.8%
-5.1%
12.8%
6.4%
Past Return
S&P BSE Sensex
1 Year
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 – 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.
Beta
0.96
Sortino Ratio
0.09
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