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3 EQUITY FUNDS YOU MUST NOT MISS

Best 3 mutual funds one should invest

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3 EQUITY FUNDS YOU MUST NOT MISS

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  1. 3 Equity Funds You should never Miss

  2. ICICI Prudential Exports and Other Services Fund Open ended equity scheme whose objective is to provide capital appreciation by investing a major part in Shares of Service providing companies About Fund Size Rs. 592 Crore Expense Ratio 2.60% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 22.7% 42% 51.3% BSE Sensex 14.9% 13.5% 23.8% Rs. 1,29,120 Rs 1000 SIP Invested 5 years back Beta 0.37 Rs. 2,750 Rs 1000 Invested 5 years back Sharpe Ratio 2.00 Source- AdviseSure Research. Data as on 2 May2015

  3. SBI Pharma Fund Open ended equity scheme with objective to provide maximum growth through specific investment themes dedicated to IT, Pharma, FMCG. About Fund Size Rs. 491 Crore Expense Ratio 2.68% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 29.0% 43.1% 78.7% BSE Sensex 14.9% 23.8% 13.5% Rs. 1,42,730 Rs 1000 SIP Invested 5 years back Beta 1.03 Rs. 3,360 Rs 1000 Invested 5 years back Sharpe Ratio 1.86 Source- AdviseSure Research. Data as on 2 May2015

  4. SBI Magnum Global Fund Open ended equity scheme whose objective is to provide investors growth opportunity in Equities, PCDs & FCDs in some industries and in Bonds About Fund Size Rs. 1,944 Crore Expense Ratio 2.40% 3 Year Return 5 Year Return 1 Year Return Past Return Fund 21.6% 33.7% 47.7% BSE Sensex 14.9% 13.5% 23.8% Rs. 1,19,120 Rs 1000 SIP Invested 5 years back Beta 0.71 Rs. 2,630 Rs 100 Invested 5 years back Sharpe Ratio 1.73 Source- AdviseSure Research. Data as on 2 May2015

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