Top 3 Mutual Funds. For Best Returns

Transcription

1 Top 3 Mutual Funds For Best s

2 ICICI Prudential Exports and Other Services Fund About Fund Size Expense Ratio 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 2.60% Past 1 Year 3 Year 5 Year Fund 51.3% 42% 22.7% BSE Sensex 14.9% 23.8% 13.5% Rs. 2,750 Rs 1000 Invested 5 years back Rs. 1,29,120 Rs 1000 SIP Invested 5 years back Beta Sharpe Ratio Source- AdviseSure Research. Data as on 2 May2015

3 SBI Pharma Fund About Fund Size Expense Ratio Open ended equity scheme with objective to provide maximum growth through specific investment themes dedicated to IT, Pharma, FMCG. Rs. 491 Crore 2.68% Past 1 Year 3 Year 5 Year Fund 78.7% 43.1% 29.0% BSE Sensex 14.9% 23.8% 13.5% Rs. 3,360 Rs 1000 Invested 5 years back Rs. 1,42,730 Rs 1000 SIP Invested 5 years back Beta Sharpe Ratio Source- AdviseSure Research. Data as on 2 May2015

4 SBI Magnum Global Fund About Fund Size Expense Ratio 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 2.40% Past 1 Year 3 Year 5 Year Fund 47.7% 33.7% 21.6% BSE Sensex 14.9% 23.8% 13.5% Rs. 2,630 Rs 100 Invested 5 years back Rs. 1,19,120 Rs 1000 SIP Invested 5 years back Beta Sharpe Ratio Source- AdviseSure Research. Data as on 2 May2015

5 We Offer Advisory Fees Rs. 365 Per Annum Customized advise only for you Regular Review and Rebalancing Unlimited Long Term Investment Advise Customized, unbiased Wealth 1 per day Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

6 Right Approach Risk Profiling Knowing- Financial Goals Knowing- Right Portfolio Buy/ Sell Regular Monitoring Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take All Financial Goals of the life The Inflation adjusted amount required to meet them Investment Products right as per risk profile Portfolio which is tax efficient With least Brokerage & Commission With Nil hidden costs Of Portfolio and Markets Rebalance Investments required when

7 Financial Rs 1 per day Wealth Creation Advice Monthly Savings Advice Tax Saving Investments 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 Portfolio Restructuring Advice If you want to Restructure your portfolio Goal Planning In case you want to Plan your Financial Goals Online Transaction In case you want to Buy and Sell any product

8 Why AdviseSure Simple & Easy 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. Paperless Process 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.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience Cost Effective 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. Online Access You can manage your account from anywhere through multiple support points

9 Disclaimer "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 of the information contained in transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no binding 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 authorized recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion should 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 mail s own risk. AdviseSure Investment Advisors is India s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is part 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 transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan 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 is based 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. The investments 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 analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure 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 this document (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 , India Website : [email protected]