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5 MUTUAL FUNDS TO FINANCIAL INDEPENDENCE

Which are best Mutual funds? Which are mutual funds for highest returns? Best mutual fund, Top mutual funds, Birla Sunlife MNC fund, SBI pharma,SBI small and mid cap fund,Tata Balanced fund,Franklind india balanced fund,<br>

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5 MUTUAL FUNDS TO FINANCIAL INDEPENDENCE

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  1. 5 Mutual Funds to Independence

  2. Birla Sun Life MNC Fund - B (G) 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. Objective Fund Size Risk Moderately High Rs. 1645 Crore Expense Ratio Color Code Fund Size 2.65% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 25.2% 60.0% 38.7% BSE Sensex 6.2% 9.2% 17.4% Beta 0.68 Rs.138,901 Rs 1000 monthly SIP Invested for last 5 years Rs. 30,824 Rs 10,000 Invested 5 years back Sortino Ratio 0.33% Source- AdviseSure Research. Data as on 2 Aug 2015

  3. SBI Pharma Fund (G) The fund will invested primarily in Pharma & Pharma related stocks. Objective Fund Size Risk High Rs. 525 Crore Expense Ratio Color Code 2.68% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 28.4% 38.6% 43.4% BSE Sensex 6.2% 9.2% 17.4% Beta 0.76 Rs.1,39,926 Rs 1000 monthly SIP Invested for last 5 years Rs. 34,914 Rs 10,000 Invested 5 years back Sortino Ratio 0.24% Source- AdviseSure Research. Data as on 2 Aug 2015

  4. SBI Small & Mid Cap Fund 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. Objective Fund Size Risk High Rs. 354 Crore Expense Ratio Color Code 2.61% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 24.1% 43.6% 55.5% BSE Sensex 6.2% 9.2% 17.4% Beta 0.77 Rs.1,44,129 Rs 1000 monthly SIP Invested for last 5 years Rs. 29,458 Rs 10,000 Invested 5 years back Sortino Ratio 0.27% Source- AdviseSure Research. Data as on 2 Aug 2015

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  6. Tata Balanced Fund - Regular (G) To provide long term growth/income distribution by investing in equity and bonds Objective Fund Size Risk Moderately High Rs. 3268 Crore Expense Ratio Color Code 2.45% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 16.6% 25.7% 26.7% BSE Sensex 6.2% 9.2% 17.5% Beta 0.69 Rs.1,04,526 Rs 1000 monthly SIP Invested for last 5 years Rs. 21,552 Rs 10,000 Invested 5 years back Sortino Ratio 0.17% Source- AdviseSure Research. Data as on 2 Aug 2015

  7. Franklin India Balanced Fund - (G) To provide long-term growth of capital and current income by investing in equity and equity related securities and high quality fixed income instruments. Objective Fund Size Risk Moderately High Rs. 458 Crore Expense Ratio Color Code 2.64% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 14.7% 23.4% 27.6% BSE Sensex 6.2% 9.2% 17.4% Beta 0.63 Rs. 99,055 Rs 1000 monthly SIP Invested for last 5 years Rs. 19,853 Rs 10,000 Invested 5 years back Sortino Ratio 0.20% Source- AdviseSure Research. Data as on 2 Aug 2015

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  9. Right Approach 1 2 3 4 5 Financial Goals Knowing- Risk Profiling Knowing- Right Portfolio Buy/ Sell Regular Monitoring Investment right as per risk profile Products With least Brokerage & Commission Of Markets Portfolio and All Financial Goals of the life Risk much afford to take Capacity- Risk How can you Portfolio efficient which is tax With Nil hidden costs The amount meet them Inflation adjusted Rebalance Investments required required to Risk much Risk you want to take Attitude- How when Know best Investment Portfolio for you @ Rs 365 Per annum. Start Now

  10. Financial Management @ Rs 1 per day Wealth Creation Advice Monthly Savings Advice Tax Saving Investments 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 Portfolio Restructuring Advice Online Transaction Goal Planning If you want to Restructure your portfolio In case you want to Plan your Financial Goals In case you want to Buy and Sell any product

  11. Why AdviseSure 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. Simple & Easy Paperless Process 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.. Multiproduct We advice on almost all Financial Products except banking accounts. You can transact in all products through us. Our technology will ensure superior Experience 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. Cost Effective Online Access You can manage your account from anywhere through multiple support points

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