3 Systematic investment plan- SIPs for Long term. SIPs are best way of monthly savings for long term. It provides lot of benefits like tax savings, better returns, inflation added returns etc.
2. Fund Size
Expense Ratio
Past Return
3 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
3. Fund Size
Expense Ratio
Past Return
3 Year
Return
5 Year
Return
Fund
BSE Sensex
Beta
Sharpe
Ratio
Rs. 1,15,376
With 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
4. Fund Size
Expense Ratio
Past Return
3 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
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Unlimited Long Term Investment Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission
( Optional)
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@Rs. 1 per day
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