TOP 3 MUTUAL FUND SIP FOR MONTHLY SAVINGS - PowerPoint PPT Presentation

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TOP 3 MUTUAL FUND SIP FOR MONTHLY SAVINGS

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  1. 3 Mutual Fund SIPs You should never Miss You should never Miss 3 SIP’s

  2. ICICI Prudential Exports and Other Services Fund Fund Size Rs. 592 Crore 2.6% Expense Ratio 3 Year Return 5 Year Return 1 Year Return Past Return Fund 51.3% 42% 22.7% BSE Sensex 14.9% 23.8% 13.5% Rs. 1,09,869 With Rs. 1,000 SIP Invested 5 years back 0.37 Beta Sharpe Ratio 2.00 Source- AdviseSure Research. Data as on 2 May2015

  3. Franklin India Smaller Companies Fund Fund Size Rs. 2,123 Crore 2.45% Expense Ratio 3 Year Return 5 Year Return 1 Year Return Past Return Fund 50.2% 43.9% 24.4% BSE Sensex 14.9% 23.8% 13.5% Rs. 1,15,376 With Rs. 1,000 SIP Invested 5 years back 0.93 Beta Sharpe Ratio 1.73 Source- AdviseSure Research. Data as on 2 May2015

  4. Birla Sun Life MNC Fund Fund Size Rs. 1,549 Crore 2.65% Expense Ratio 3 Year Return 5 Year Return 1 Year Return Past Return Fund 70.6% 37.8% 25.9% BSE Sensex 14.9% 23.8% 13.5% Rs. 1,20,511 With Rs. 1000 SIP Invested 5 years back 0.79 Beta Sharpe Ratio 1.52 Source- AdviseSure Research. Data as on 2 May2015

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