Best Small Cap Mutual Funds June 2016

8/16/2019 Best Small Cap Mutual Funds June 2016

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An investor can claim the tax benefit on the ELSS investment period in thefinancial year he has invested. So, an investor can opt for either SIP’s or one-time bullet investment in ELSS. Most of the investors opt for monthly SIPrather than one time investment

ELSS is a very good investment tool for tax saving and wealth creation.

However, one should carefully scrutinize various ELSS schemes beforemaking any investments. So, we have come-up with the best ELSS. Weselected these schemes based on there 3 years CAGR and beta.

Introduction


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Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

SortinoRatio

Rs 2,97,474Rs 1,00,000 Invested 5 years

back

Rs 1,32,039Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot – To generatelong term capital appreciation froma portfolio that is substantiallyconstituted of equity and equityrelated securities, which are notpart of the top 300 companies bymarket capitalization.

0.91

DSP BR Micro-Cap Fund (G)

3.25%

Rs. 2,213.86 Crore

2.57%

1 YearReturn

3 YearReturn

5 YearReturn

10.80% 41.78% 24.36%

15.30% 38.45% 32.18%SIP

CNX BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30 th May 2016


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Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

SortinoRatio

Rs. 2,66,493Rs. 1,00,000 Invested 5 years

back

Rs. 1,22,345Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot- To generate

long term capital appreciation byinvesting predominantly in equityand equity related instruments ofsmall cap companies and thesecondary objective is to generateconsistent returns by investing indebt and money market securities.

0.87

Reliance Small Cap Fund (G)

2.02%

Rs.1,831.89 Crore

2.52%

1 YearReturn

3 YearReturn

5 YearReturn

7.56% 39.49% 21.66%

5.46% 31.08% 28.95%SIP

S&P BSE Sensex -3.94% 7.94%


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Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

SortinoRatio

Rs. 2,24,372Rs. 1,00,000 Invested 3 years

back

Rs. 1,09,766Rs 1,000 SIP Invested 3 years

back

Scheme Snapshot- To primarily

achieve capital appreciation byinvesting mainly in small and mid-cap stocks in a diversified manner.

1.08

Sundaram S.M.I.L.E Fund (G)

2.08%

Rs. 1,122.66Crore

2.75%

1 YearReturn

3 YearReturn

5 YearReturn

-1.62% 33.31 % 17.54%

0.19% 27.91% 24.40%SIP

S&P BSE Sensex -3.94% 7.94%



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Ouroffering



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Ventures Private limited. AdviseSure Investment Advisors is aSEBI registered Investment Advisor and its associate/groupcompany empanelled with AMFI as a distributor .You canexecute transactions with your banker, stock broker or agent/financial intermediary . We also offer transaction servicesthrough various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so thatyou start your financial plan with AdviseSure Investmen tAdvisors is a safe and secure platform. Our recommendationsrely on histor ical data. Historical/ past performance is not aguaran tee of future returns. The information and viewspresented here are prepared by AdviseSure Investmen tAdvisors. 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 completenessthereof. This material is for personal information and we are notresponsible for any loss incurred based upon it. This documentis solely for the personal information of the recipien t. Theinvestments discussed or recommended here may not besuitable for all investors. Investors must make their owninvestmen t decisions based on their spec ific inves tmen tobjectives and financial position and using such independentadvice, as they bel ieve necessary. While acting upon anyinformation or analysis mentioned here, investors may pleasenote that nei ther AdviseSure Investment Advisors nor any

person connected with any associated companies ofAdviseSure Investment Advisors , accepts any liability arisingfrom the use of this information and views mentioned here.Each recipient of this document should make suchinvestigations as they deem necessary to arrive at anindependent evaluation of an investment in the securities ofthe companies referred to in this document (including themerits and risks involved), and should consult their own advisorsto determine the merits and risks of such an investment.

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Best Small Cap Mutual Funds June 2016

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