Top 3 Mutual Funds. For Best Returns

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Transcription:

Top 3 Mutual Funds For Best s

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 0.37 2.00 Source- AdviseSure Research. Data as on 2 May2015

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 1.03 1.86 Source- AdviseSure Research. Data as on 2 May2015

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 0.71 1.73 Source- AdviseSure Research. Data as on 2 May2015

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 Management @Rs. 1 per day Tax efficient portfolio design No Minimum investment Substantial Savings in Commission ( Optional)

Right Approach 1 2 3 4 5 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

Financial Management @ 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

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

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