5 mutual funds to financial independence this 15th August
-
Upload
advisesurecomeasy-and-smarter-wealth-management -
Category
Economy & Finance
-
view
16 -
download
0
Transcript of 5 mutual funds to financial independence this 15th August
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
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 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/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 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 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: [email protected]