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Best 3 Mutual Funds
For Wealth Creation
Fund Size
Expense Ratio
Past Return
Fund
BSE
Sensex
Beta
Sharpe
Ratio
Rs. 2,750
Rs 1000 Invested 5 years back
Rs. 1,29,120
Rs 1000 SIP Invested 5
years back
0.37
ICICI Prudential Exports and Other Services
Fund
2.00
Rs. 592 Crore
2.60%
1 Year
Return
3 Year
Return
5 Year
Return
51.3% 42% 22.7%
14.9% 23.8% 13.5%
About
Open ended equity scheme whose objective is to provide capital appreciation by
investing a major part in Shares of Service providing companies
Source- AdviseSure Research. Data as on 2 May2015
Fund Size
Expense Ratio
Past Return
Fund
BSE
Sensex
Beta
Sharpe
Ratio
1.03
SBI Pharma Fund
1.86
Rs. 491 Crore
2.68%
1 Year
Return
3 Year
Return
5 Year
Return
78.7% 43.1% 29.0%
14.9% 23.8% 13.5%
About
Open ended equity scheme with objective to provide maximum growth through
specific investment themes dedicated to IT, Pharma, FMCG.
Rs. 3,360
Rs 1000 Invested 5 years back
Rs. 1,42,730
Rs 1000 SIP Invested 5
years back
Source- AdviseSure Research. Data as on 2 May2015
Fund Size
Expense Ratio
Past Return
Beta
Sharpe
Ratio
0.71
SBI Magnum Global Fund
1.73
Rs. 1,944 Crore
2.40%
1 Year
Return
3 Year
Return
5 Year
Return
About
Open ended equity scheme whose objective is to provide investors growth
opportunity in Equities, PCDs & FCDs in some industries and in Bonds
Rs. 2,630
Rs 100 Invested 5 years back
Rs. 1,19,120
Rs 1000 SIP Invested 5
years back
Fund
BSE
Sensex
47.7% 33.7% 21.6%
14.9% 23.8% 13.5%
Source- AdviseSure Research. Data as on 2 May2015
Advisory Fees Rs. 365 Per
Annum
Customized advise only for you
Unlimited Long Term Investment
Advise
Tax efficient portfolio design
No Minimum investment
Regular Review and Rebalancing
Substantial Savings in Commission
( Optional)
We Offer
Customized , unbiased Wealth
Management
@Rs. 1 per day
Right Approach
Risk Profiling
Knowing-
Risk Capacity- How
much Risk you can
afford to take
Risk Attitude- How
much Risk you want to
take
Financial Goals
Knowing-
All Financial Goals of
the life
The Inflation adjusted
amount required to
meet them
Right Portfolio
Investment Products
right as per risk profile
Portfolio which is tax
efficient
Buy/ Sell
With least Brokerage
& Commission
With Nil hidden costs
Regular
Monitoring
Of Portfolio and
Markets
Rebalance
Investments when
required
1 2 3 4 5
Financial Management @ Rs 1 per day
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
Why AdviseSure
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
"This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient.
If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its
subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of
the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no
binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure.
“Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized
recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion
should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from
sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate.
Therefore, it should only be relied upon at the recipients of this mail’s own risk.
AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is
part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company
empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transaction
services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial
plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a
guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is
based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for
personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The
investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific
investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis
mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of
AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should
make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this
document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment.
Disclaimer
AdviseSure Investment Advisors
CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India
-------------
Website : www.advisesure.com Email: care@advisesure.com

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Best 3 mutual funds for wealth creation

  • 1. Best 3 Mutual Funds For Wealth Creation
  • 2. Fund Size Expense Ratio Past Return Fund BSE Sensex Beta Sharpe Ratio Rs. 2,750 Rs 1000 Invested 5 years back Rs. 1,29,120 Rs 1000 SIP Invested 5 years back 0.37 ICICI Prudential Exports and Other Services Fund 2.00 Rs. 592 Crore 2.60% 1 Year Return 3 Year Return 5 Year Return 51.3% 42% 22.7% 14.9% 23.8% 13.5% About Open ended equity scheme whose objective is to provide capital appreciation by investing a major part in Shares of Service providing companies Source- AdviseSure Research. Data as on 2 May2015
  • 3. Fund Size Expense Ratio Past Return Fund BSE Sensex Beta Sharpe Ratio 1.03 SBI Pharma Fund 1.86 Rs. 491 Crore 2.68% 1 Year Return 3 Year Return 5 Year Return 78.7% 43.1% 29.0% 14.9% 23.8% 13.5% About Open ended equity scheme with objective to provide maximum growth through specific investment themes dedicated to IT, Pharma, FMCG. Rs. 3,360 Rs 1000 Invested 5 years back Rs. 1,42,730 Rs 1000 SIP Invested 5 years back Source- AdviseSure Research. Data as on 2 May2015
  • 4. Fund Size Expense Ratio Past Return Beta Sharpe Ratio 0.71 SBI Magnum Global Fund 1.73 Rs. 1,944 Crore 2.40% 1 Year Return 3 Year Return 5 Year Return About Open ended equity scheme whose objective is to provide investors growth opportunity in Equities, PCDs & FCDs in some industries and in Bonds Rs. 2,630 Rs 100 Invested 5 years back Rs. 1,19,120 Rs 1000 SIP Invested 5 years back Fund BSE Sensex 47.7% 33.7% 21.6% 14.9% 23.8% 13.5% Source- AdviseSure Research. Data as on 2 May2015
  • 5. Advisory Fees Rs. 365 Per Annum Customized advise only for you Unlimited Long Term Investment Advise Tax efficient portfolio design No Minimum investment Regular Review and Rebalancing Substantial Savings in Commission ( Optional) We Offer Customized , unbiased Wealth Management @Rs. 1 per day
  • 6. Right Approach Risk Profiling Knowing- Risk Capacity- How much Risk you can afford to take Risk Attitude- How much Risk you want to take Financial Goals Knowing- All Financial Goals of the life The Inflation adjusted amount required to meet them Right Portfolio Investment Products right as per risk profile Portfolio which is tax efficient Buy/ Sell With least Brokerage & Commission With Nil hidden costs Regular Monitoring Of Portfolio and Markets Rebalance Investments when required 1 2 3 4 5
  • 7. Financial Management @ Rs 1 per day 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
  • 8. Why AdviseSure 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
  • 9. "This message may contain confidential, proprietary or legally privileged information. It should not be used by anyone who is not the original intended recipient. If you have erroneously received this message, please delete it immediately and notify the sender. The recipient acknowledges that AdviseSure.com or its subsidiaries and associated companies, (collectively "AdviseSure "), are unable to exercise control or ensure or guarantee the integrity of/over the contents of the information contained in e-mail transmissions and further acknowledges that any views expressed in this message are those of the individual sender and no binding nature of the message shall be implied or assumed unless the sender does so expressly with due authority of AdviseSure. “Any document which is prepared by the research team of AdviseSure.com or its subsidiaries is circulated for purely information purpose only to the authorized recipient and should not be replicated or quoted or circulated to any person/corporate or legal entities in any form. This document/documents/reports/opinion should not be interpreted as an Investment /taxation/ legal advice. While the information contained in the report has been procured in good faith, from sources considered to be reliable, all statement/statements/opinion/opinions/view/views in the report should not be considered to be complete or accurate. Therefore, it should only be relied upon at the recipients of this mail’s own risk. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, managing his personal finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. The information and views presented here are prepared by AdviseSure Investment Advisors. The information contained herein is based on our analysis and upon sources that we consider reliable. We, however, do not vouch for the accuracy or the completeness thereof. This material is for personal information and we are not responsible for any loss incurred based upon it. This document is solely for the personal information of the recipient. The investments discussed or recommended here may not be suitable for all investors. Investors must make their own investment decisions based on their specific investment objectives and financial position and using such independent advice, as they believe necessary. While acting upon any information or analysis mentioned here, investors may please note that neither AdviseSure Investment Advisors nor any person connected with any associated companies of AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document should make such investigations as they deem necessary to arrive at an independent evaluation of an investment in the securities of the companies referred to in this document (including the merits and risks involved), and should consult their own advisors to determine the merits and risks of such an investment. Disclaimer AdviseSure Investment Advisors CORPORATE OFFICE : Level 8, Vibgyor Towers, G Block, C62,Bandra Kurla Complex, Mumbai 400 098, India ------------- Website : www.advisesure.com Email: care@advisesure.com