best 3 mutual funds for wealth creation

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Best 3 Mutual Funds For Wealth Creation

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There are thousands of mutual fund schemes for investments and financial planning. Know 3 best funds for long term investing with reasons.@advisesure. #karojodilkahe

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  • Best 3 Mutual Funds

    For Wealth Creation

  • Fund Size

    Expense Ratio

    Past Return

    Fund

    BSE Sensex

    Beta

    Sharpe

    Ratio

    Rs. 2,750 Rs 1000 Invested 5 years back

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

    years back

    0.37

    ICICI Prudential Exports and Other Services

    Fund

    2.00

    Rs. 592 Crore

    2.60%

    1 Year Return

    3 Year

    Return5 Year

    Return

    51.3% 42% 22.7%

    14.9% 23.8% 13.5%

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

    Source- AdviseSure Research. Data as on 2 May2015

  • Fund Size

    Expense Ratio

    Past Return

    Fund

    BSE Sensex

    Beta

    Sharpe

    Ratio

    1.03

    SBI Pharma Fund

    1.86

    Rs. 491 Crore

    2.68%

    1 Year Return

    3 Year

    Return5 Year

    Return

    78.7% 43.1% 29.0%

    14.9% 23.8% 13.5%

    AboutOpen ended equity scheme with objective to provide maximum growth throughspecific investment themes dedicated to IT, Pharma, FMCG.

    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

  • Fund Size

    Expense Ratio

    Past Return

    Beta

    Sharpe

    Ratio

    0.71

    SBI Magnum Global Fund

    1.73

    Rs. 1,944 Crore

    2.40%

    1 Year Return

    3 Year

    Return5 Year

    Return

    AboutOpen ended equity scheme whose objective is to provide investors growthopportunity in Equities, PCDs & FCDs in some industries and in Bonds

    Rs. 2,630 Rs 100 Invested 5 years back

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

    years back

    Fund

    BSE Sensex

    47.7% 33.7% 21.6%

    14.9% 23.8% 13.5%

    Source- AdviseSure Research. Data as on 2 May2015

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    1 2 3 4 5

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