5 Mutual Funds to Independence

Fund Size

Expense Ratio

Past Return

Fund

BSE Sensex

Beta

Sortino

Ratio

Rs. 30,824Rs 10,000 Invested 5 years back

Rs.138,901Rs 1000 monthly SIP Invested for

last 5 years

Birla Sun Life MNC Fund - B (G)

Rs. 1645 Crore

2.65%

1 Year Return

3 Year

Return5 Year

Return

0.68

38.7% 25.2%

6.2% 17.4% 9.2%

Objective

Source- AdviseSure Research. Data as on 2 Aug 2015

60.0%

0.33%

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

Fund Size

Expense Ratio

Past Return

Fund

BSE Sensex

Beta

Sortino

Ratio

Rs. 34,914Rs 10,000 Invested 5 years back

Rs.1,39,926 Rs 1000 monthly SIP Invested for

last 5 years

SBI Pharma Fund (G)

Rs. 525 Crore

2.68%

1 Year Return

3 Year

Return5 Year

Return

43.4% 38.6% 28.4%

6.2% 17.4% 9.2%

Objective

Source- AdviseSure Research. Data as on 2 Aug 2015

0.24%

0.76

The fund will invested primarily in Pharma & Pharma related stocks.

Risk High

Color Code

Fund Size

Expense Ratio

Past Return

Fund

BSE Sensex

Beta

Sortino

Ratio

Rs. 29,458Rs 10,000 Invested 5 years back

Rs.1,44,129 Rs 1000 monthly SIP Invested for

last 5 years

SBI Small & Mid Cap Fund

Rs. 354 Crore

2.61%

1 Year Return

3 Year

Return5 Year

Return

55.5% 43.6% 24.1%

6.2% 17.4% 9.2%

Objective

Source- AdviseSure Research. Data as on 2 Aug 2015

0.27%

0.77

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.

Risk High

Color Code

Know Right Portfolio

Allocation for your Risk

Profile

FREE

Continue Reading

Fund Size

Expense Ratio

Past Return

Fund

BSE Sensex

Beta

Sortino

Ratio

Rs. 21,552Rs 10,000 Invested 5 years back

Rs.1,04,526 Rs 1000 monthly SIP Invested

for last 5 years

Tata Balanced Fund - Regular (G)

Rs. 3268 Crore

2.45%

1 Year Return

3 Year

Return5 Year

Return

26.7% 25.7% 16.6%

6.2% 17.5% 9.2%

Objective

Source- AdviseSure Research. Data as on 2 Aug 2015

0.17%

0.69

To provide long term growth/income distribution by investing in equity and bonds

Risk Moderately High

Color Code

Fund Size

Expense Ratio

Past Return

Fund

BSE Sensex

Beta

Sortino

Ratio

Rs. 19,853Rs 10,000 Invested 5 years back

Rs. 99,055Rs 1000 monthly SIP Invested

for last 5 years

Franklin India Balanced Fund - (G)

Rs. 458 Crore

2.64%

1 Year Return

3 Year

Return5 Year

Return

27.6% 23.4% 14.7%

6.2% 17.4% 9.2%

Objective

Source- AdviseSure Research. Data as on 2 Aug 2015

0.20%

0.63

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 Moderately High

Color Code

Advisory Fees Rs. 365 Per

Annum

Customized advise only for you

Unlimited Long Term Investment Advise

Tax efficient portfolio design

No Minimum investment

Regular Review and Rebalancing

Substantial Savings in Commission ( Optional)

We Offer

Customized , unbiased Wealth

Management

@Rs. 1 per day

Start Now

Right Approach

Risk ProfilingKnowing-

Risk Capacity- Howmuch Risk you can

afford to take

Risk Attitude- Howmuch Risk you want totake

Financial GoalsKnowing-

All Financial Goals ofthe life

The Inflation adjustedamount required tomeet them

Right Portfolio

Investment Productsright as per risk profile

Portfolio which is tax

efficient

Buy/ Sell

With least Brokerage& Commission

With Nil hidden costs

Regular

Monitoring

Of Portfolio andMarkets

RebalanceInvestments whenrequired

1 2 3 4 5

Know best Investment

Portfolio for you

@ Rs 365 Per annum. Start Now

Financial Management @ Rs 1 per day

Wealth Creation Advice

Monthly Savings

Advice

Tax Saving

Investments

Portfolio Restructuring Advice

Goal Planning Online Transaction

In case you want to

invest Lump Sum

In case you want to invest On

Monthly basis

In case you want to Make

Tax Saving Investments

In case you want to Buy and Sell any product

In case you want to Plan your Financial Goals

If you want to Restructure your

portfolio

Why AdviseSure

Simple & Easy

Paperless Process

Multiproduct

Cost Effective

Online Access

Our Simple and easy Personal Finance Tools & self-help process, ensures that you take

Better control of your entire Finance in 7 Minutes , to your satisfaction.

Invest and Manage Online , on a Single Click. No need to Fill boring Physical forms and

storing statements. Manage Your Finance with easy and simple back office..

We don't Push Products to our Customers Like Agents or Brokers, for commissions or

brokerages. You can continue buying and selling with your current Broker or Agent.

However you can also transact through us at substantial low Cost.

You can manage your account from anywhere through multiple support points

We advice on almost all Financial Products except banking accounts. You can transact in

all products through us. Our technology will ensure superior Experience

"This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient.If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its

subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents ofthe information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and nobinding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure.

Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorizedrecipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinionshould not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from

sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate.Therefore, it should only be relied upon at the recipients of this mails own risk.

AdviseSure Investment Advisors is Indias first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors ispart of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company

empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transactionservices through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financialplan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations 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 Advisors. The information contained herein isbased on our 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. Theinvestments 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 analysismentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies ofAdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should

make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in thisdocument (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment.

AdviseSure Investment Advisors

CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India

-------------

Website : www.advisesure.com Email: care@advisesure.com