Best Equity Mutual funds in India for Long term Investment and Financial Planning

1. 3 Equity Funds
You should never Miss

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

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Advise
Tax efficient portfolio design
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