5 Mutual Funds to
Independence
Birla Sun Life MNC Fund - B (G) Objective Fund Size
An Open-ended growth scheme to achieve long-term growth of capital by making investments in securities of multi-national companies through a research based investment approach.
Risk
Moderately High
Color Code
Fund Size
Rs. 1645 Crore
Expense Ratio
2.65% 1 Year Return
3 Year Return
5 Year Return
Fund
60.0%
38.7%
25.2%
BSE Sensex
6.2%
17.4%
9.2%
Past Return
Rs. 30,824
Rs 10,000 Invested 5 years back
Source- AdviseSure Research. Data as on 2 Aug 2015
Rs.138,901
Rs 1000 monthly SIP Invested for last 5 years
Beta
0.68
Sortino Ratio
0.33%
SBI Pharma Fund (G) Objective
The fund will invested primarily in Pharma & Pharma related stocks.
Fund Size
Rs. 525 Crore
Expense Ratio
Risk Color Code
2.68% 1 Year Return
3 Year Return
5 Year Return
Fund
43.4%
38.6%
28.4%
BSE Sensex
6.2%
17.4%
9.2%
Past Return
Rs. 34,914
Rs 10,000 Invested 5 years back
Source- AdviseSure Research. Data as on 2 Aug 2015
High
Rs.1,39,926
Rs 1000 monthly SIP Invested for last 5 years
Beta
0.76
Sortino Ratio
0.24%
SBI Small & Mid Cap Fund Objective
To generate income and long-term capital appreciation by investing in a diversified portfolio of predominantly equity and equity-related securities of small and midcap companies.
Fund Size
Rs. 354 Crore
Expense Ratio
Risk Color Code
2.61% 1 Year Return
3 Year Return
5 Year Return
Fund
55.5%
43.6%
24.1%
BSE Sensex
6.2%
17.4%
9.2%
Past Return
Rs. 29,458
Rs 10,000 Invested 5 years back
Source- AdviseSure Research. Data as on 2 Aug 2015
High
Rs.1,44,129
Rs 1000 monthly SIP Invested for last 5 years
Beta
0.77
Sortino Ratio
0.27%
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Tata Balanced Fund - Regular (G) Objective
To provide long term growth/income distribution by investing in equity and bonds
Fund Size
Rs. 3268 Crore
Expense Ratio
Risk Color Code
2.45% 1 Year Return
3 Year Return
5 Year Return
Fund
26.7%
25.7%
16.6%
BSE Sensex
6.2%
17.5%
9.2%
Past Return
Rs. 21,552
Rs 10,000 Invested 5 years back
Source- AdviseSure Research. Data as on 2 Aug 2015
Moderately High
Rs.1,04,526
Rs 1000 monthly SIP Invested for last 5 years
Beta
0.69
Sortino Ratio
0.17%
Franklin India Balanced Fund - (G) Objective Fund Size
To provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments.
Risk
Rs. 458 Crore
Expense Ratio
Color Code
2.64% 1 Year Return
3 Year Return
5 Year Return
Fund
27.6%
23.4%
14.7%
BSE Sensex
6.2%
17.4%
9.2%
Past Return
Rs. 19,853
Rs 10,000 Invested 5 years back
Source- AdviseSure Research. Data as on 2 Aug 2015
Moderately High
Rs. 99,055
Rs 1000 monthly SIP Invested for last 5 years
Beta
0.63
Sortino Ratio
0.20%
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