Top 3 Diversified Equity Mutual funds to invest in india
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Equity mutual funds have different types of categories based on the
segment of the market, sectors or industries, investment styles etc. One ofthe types of equity mutual funds is ‘Diversified equity mutual funds’, thesefunds invest across the market in different companies that have a goodgrowth potential.
These funds are slightly less risky than other equity mutual funds since theyinvest in different sectors across the different market capitalization. Thesefunds impact by the overall market volatility, but they are less sensitive to aparticular sector or market capitalization.
There are many diversified funds in the market but finding the best funds isa difficult task. Thus, we have analysed the diversified equity mutual fundsbased on their 5 years CAGR and beta to find the funds that can give
higher returns at minimum risk.
Introduction
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Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 1,98,335Rs. 1,00,000 Invested 5 years
back
Rs 98,284Rs. 1,000 SIP Invested 5 years
back
Scheme Snapshot – To achieve
long term growth of capital atrelatively moderate levels of risk through a diversified researchbased investment approach.
1.05
Birla Sun Life Advantage Fund (G)
1.69%
Rs 866.43 Crore
2.70%
1 Year
CAGR
3 Year
CAGR5 Year
CAGR
-0.03% 24.52% 14.68%
6.89% 20.35% 19.83%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
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Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs 1,94,002Rs 1,00,000 Invested 5 years
back
Rs 90,773Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To providemedium to long-term capitalappreciation, by investingpredominantly in a diversifiedportfolio of equity and equityrelated securities of Top 100companies as measured bymarket capitalization.
0.93
Birla Sun Life Top 100 Fund (G)
1.01%
Rs. 1738.30Crore
2.35%
1 Year
CAGR
3 Year
CAGR5 Year
CAGR
0.45% 18.87% 14.17%
6.68% 14.70% 16.57%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
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Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 1,86,668Rs. 1,00,000 Invested 5 years
back
Rs. 90,953Rs 1,000 SIP Invested 5 years
back
Scheme Snapshot – To achieve
long term capital appreciationby investing predominantly inequity oriented securities.
0.94
HDFC Capital Builder (G)
1.26%
Rs. 1,015.26 Crore
2.66%
1 Year
CAGR
3 YearCAGR
5 YearCAGR
0.86% 20.09% 13.30%
5.56% 15.59% 16.65%SIP
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
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