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5 Mutual Funds to

Independence

Birla Sun Life MNC Fund - B (G)


Objective
Fund Size

An Open-ended growth scheme to achieve long-term growth of capital by making investments in


securities of multi-national companies through a research based investment approach.

Risk

Moderately High

Color Code

Fund Size

Rs. 1645 Crore

Expense Ratio

2.65%
1 Year
Return

3 Year
Return

5 Year
Return

Fund

60.0%

38.7%

25.2%

BSE
Sensex

6.2%

17.4%

9.2%

Past Return

Rs. 30,824

Rs 10,000 Invested 5 years back

Source- AdviseSure Research. Data as on 2 Aug 2015

Rs.138,901

Rs 1000 monthly SIP Invested for


last 5 years

Beta

0.68

Sortino
Ratio

0.33%

SBI Pharma Fund (G)


Objective

The fund will invested primarily in Pharma & Pharma related stocks.

Fund Size

Rs. 525 Crore

Expense Ratio

Risk
Color Code

2.68%
1 Year
Return

3 Year
Return

5 Year
Return

Fund

43.4%

38.6%

28.4%

BSE
Sensex

6.2%

17.4%

9.2%

Past Return

Rs. 34,914

Rs 10,000 Invested 5 years back

Source- AdviseSure Research. Data as on 2 Aug 2015

High

Rs.1,39,926

Rs 1000 monthly SIP Invested for


last 5 years

Beta

0.76

Sortino
Ratio

0.24%

SBI Small & Mid Cap Fund


Objective

To generate income and long-term capital appreciation by investing in a diversified portfolio


of predominantly equity and equity-related securities of small and midcap companies.

Fund Size

Rs. 354 Crore

Expense Ratio

Risk
Color Code

2.61%
1 Year
Return

3 Year
Return

5 Year
Return

Fund

55.5%

43.6%

24.1%

BSE
Sensex

6.2%

17.4%

9.2%

Past Return

Rs. 29,458

Rs 10,000 Invested 5 years back

Source- AdviseSure Research. Data as on 2 Aug 2015

High

Rs.1,44,129

Rs 1000 monthly SIP Invested for


last 5 years

Beta

0.77

Sortino
Ratio

0.27%

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Tata Balanced Fund - Regular (G)


Objective

To provide long term growth/income distribution by investing in equity and bonds

Fund Size

Rs. 3268 Crore

Expense Ratio

Risk
Color Code

2.45%
1 Year
Return

3 Year
Return

5 Year
Return

Fund

26.7%

25.7%

16.6%

BSE
Sensex

6.2%

17.5%

9.2%

Past Return

Rs. 21,552

Rs 10,000 Invested 5 years back

Source- AdviseSure Research. Data as on 2 Aug 2015

Moderately High

Rs.1,04,526

Rs 1000 monthly SIP Invested


for last 5 years

Beta

0.69

Sortino
Ratio

0.17%

Franklin India Balanced Fund - (G)


Objective
Fund Size

To provide long-term growth of capital and current income by investing in equity and equity
related securities and high quality fixed income instruments.

Risk

Rs. 458 Crore

Expense Ratio

Color Code

2.64%
1 Year
Return

3 Year
Return

5 Year
Return

Fund

27.6%

23.4%

14.7%

BSE
Sensex

6.2%

17.4%

9.2%

Past Return

Rs. 19,853

Rs 10,000 Invested 5 years back

Source- AdviseSure Research. Data as on 2 Aug 2015

Moderately High

Rs. 99,055

Rs 1000 monthly SIP Invested


for last 5 years

Beta

0.63

Sortino
Ratio

0.20%

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