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5 Best Equity Mutual funds You should never Miss

5 Best Equity Mutual Fund to Invest in 2015

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4 Top Diversified Equity mutual funds for investing.Which are best Mid Cap equity mutual funds of 2015 for highest return in long term. Top Equity Mutual Funds, SIP, Long Term, Wealth Creation, Birla Sunlife Advantage fund,BNP paribas equity fund,HDFC capital builder,ICICI PRU top 200,Reliance top 200

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Page 1: 5 Best Equity Mutual Fund to Invest in 2015

5 Best Equity Mutual fundsYou should never Miss

Page 2: 5 Best Equity Mutual Fund to Invest in 2015

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs. 1,71,304Rs. 1,00,000 Invested 5

years back

Rs 1,00,034Rs. 1,000 SIP Invested 5

years back

Scheme Snapshot – To achieve

long term growth of capital at

relatively moderate levels of risk

through a diversified research

based investment approach.

0.77

Birla Sun Life Advantage Fund (G)

0.27

Rs 447.68 Crore

2.77%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

11.3% 26.7% 14.4%

1.9% 28% 20.9%SIP

S&P BSE Sensex -5.1% 6.4%

Page 3: 5 Best Equity Mutual Fund to Invest in 2015

Fund Size

Expense Ratio

Past Return

Fund

12.78%

Beta

Sortino

Ratio

Rs 190705.2Rs 1,00,000 Invested 5

years back

Rs 94346.77Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – To generate

long-term capital growth from a

diversified and actively

managed portfolio of equity

and equity related securities.

The scheme will invest in a range

of companies, with a bias

towards large and medium

market capitalization

companies.

0.84

BNP Paribas Equity Fund (G)

0.12

Rs. 720.70 Crore

2.51%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

7.48% 22.14% 13.76%

-4.58% 21.08% 18.46%SIP

CNX BSE Sensex -5.13% 6.37%

Page 4: 5 Best Equity Mutual Fund to Invest in 2015

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs. 1,69,144Rs. 1,00,000 Invested 5

years back

Rs. 91,632 Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – To achieve

long term capital appreciation

by investing predominantly in

equity oriented securities.

0.94

HDFC Capital Builder -(G)

0.08

Rs. 907.40 Crore

2.68%

1 Year

CAGR3 Year

CAGR5 Year

CAGR

3.8% 21.2% 11.1%

-6.3% 20.8% 17.2%SIP

S&P BSE Sensex -5.1% 6.4%

Page 5: 5 Best Equity Mutual Fund to Invest in 2015

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs. 1,72,841Rs. 1,00,000 Invested 5

years back

Rs. 94,144 Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – Long term

capital appreciation from a

portfolio invested in equities of

core sector companies.

0.88

ICICI Pru Top 200 Fund - (G)

0.09

Rs. 858.42 Crore

2.59%

1 Year

CAGR3 Year

CAGR5 Year

CAGR

8.1% 22.5% 11.5%

1.1% 22.8% 18.4%SIP

S&P BSE Sensex -5.1% 6.4%

Page 6: 5 Best Equity Mutual Fund to Invest in 2015

Fund Size

Expense Ratio

Past Return

Fund

12.8%

Beta

Sortino

Ratio

Rs. 1,75,565Rs. 1,00,000 Invested 5

years back

Rs. 93,017Rs 1,000 SIP Invested 5

years back

Scheme Snapshot – To generate

long term capital appreciation

by investing in equity and equity

related instruments of

companies whose market

capitalization is within the range

of highest & Lowest market

capitalization of BSE 200 Index.

The secondary objective is to

generate consistent returns by

investing in debt and money

market securities.

0.96

Reliance Top 200 Fund (G)

0.09

Rs. 1285.63 Crore

2.53%

1 Year

CAGR3 Year

CAGR5 Year

CAGR

6.2% 20.8% 11.9%

-6.1% 21.3% 17.8%SIP

S&P BSE Sensex -5.1% 6.4%

Page 7: 5 Best Equity Mutual Fund to Invest in 2015

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Page 8: 5 Best Equity Mutual Fund to Invest in 2015

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Page 9: 5 Best Equity Mutual Fund to Invest in 2015

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Page 10: 5 Best Equity Mutual Fund to Invest in 2015

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Page 11: 5 Best Equity Mutual Fund to Invest in 2015

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