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3 Mutual Fund SIPs You should never Miss 3 SIP’s You should never Miss

Top 3 Mutual fund Sip for Monthly Savings

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What is SIP?Top SIP for investing for highest returns. Complete details of the SIPs for long term investment and Monthly savings SIP, MONTHLY SAVINGS, BEST MONTHLY SAVING SCHEMES, TOP SIPS,ICICI PRUDENTIAL EXPORTS AND SERVICES SECTOR FUND, FRANKLIN INDIA SMALLER COMPANIES FUND,BIRLA SUNLIFE MNC FUND,

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Page 1: Top 3 Mutual fund Sip for Monthly Savings

3 Mutual Fund SIPs

You should never Miss

3 SIP’sYou should never Miss

Page 2: Top 3 Mutual fund Sip for Monthly Savings

Fund Size

Expense Ratio

Past Return3 Year Return

5 Year Return

Fund

BSE Sensex

Beta

Sharpe Ratio

Rs. 1,09,869 With Rs. 1,000 SIP Invested 5 years back

ICICI Prudential Exports and Other Services Fund

Rs. 592 Crore

1 Year Return

22.7%42%

14.9%

51.3%

23.8% 13.5%

2.6%

0.37

2.00

Source- AdviseSure Research. Data as on 2 May2015

Page 3: Top 3 Mutual fund Sip for Monthly Savings

Fund Size

Expense Ratio

Past Return3 Year Return

5 Year Return

Fund

BSE Sensex

Beta

Sharpe Ratio

Rs. 1,15,376With Rs. 1,000 SIP Invested 5 years back

Rs. 2,123 Crore

1 Year Return

24.4%43.9%

14.9%

50.2%

23.8% 13.5%

2.45%

0.93

1.73

Franklin India Smaller Companies Fund

Source- AdviseSure Research. Data as on 2 May2015

Page 4: Top 3 Mutual fund Sip for Monthly Savings

Fund Size

Expense Ratio

Past Return3 Year Return

5 Year Return

Fund

BSE Sensex

Beta

Sharpe Ratio

Rs. 1,20,511 With Rs. 1000 SIP Invested 5 years back

Rs. 1,549 Crore

1 Year Return

25.9%37.8%

14.9%

70.6%

23.8% 13.5%

2.65%

0.79

1.52

Birla Sun Life MNC Fund

Source- AdviseSure Research. Data as on 2 May2015

Page 5: Top 3 Mutual fund Sip for Monthly Savings

Advisory Fees Rs. 365 Per Annum

Customized advise only for you

Unlimited Long Term Investment Advise

Tax efficient portfolio design

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Regular Review and Rebalancing

Substantial Savings in Commission ( Optional)

We Offer

Customized , unbiased Wealth Management

@Rs. 1 per day

Page 6: Top 3 Mutual fund Sip for Monthly Savings

Risk ProfilingKnowing-

Risk Capacity- How muchRisk you can afford to take

Risk Attitude- How muchRisk you want to take

Financial GoalsKnowing-

All Financial Goals of the life

The Inflation adjustedamount required to meetthem

Right Portfolio

Investment Products right asper risk profile

Portfolio which is taxefficient

Buy/ Sell

With least Brokerage &Commission

With Nil hidden costs

Regular Monitoring

Of Portfolio and Markets

Rebalance Investmentswhen required

1 2 3 4 5

Our Approach

Page 7: Top 3 Mutual fund Sip for Monthly Savings

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

What You get@ Rs 1

Page 8: Top 3 Mutual fund Sip for Monthly Savings

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

Why AdviseSure

Page 9: Top 3 Mutual fund Sip for Monthly Savings

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