5 Best Equity Mutual funds

You should never Miss

Birla Sun Life Advantage Fund (G)

Fund Size
Expense Ratio

Scheme Snapshot To achieve

long term growth of capital at
relatively moderate levels of risk
through a diversified research
based investment approach.

Rs 447.68 Crore
2.77%
1 Year
CAGR

3 Year
CAGR

5 Year
CAGR

Fund

11.3%

26.7%

14.4%

SIP

1.9%

28%

20.9%

-5.1%

12.8%

6.4%

Past Return

S&P BSE Sensex

Rs. 1,71,304

Rs. 1,00,000 Invested 5

years back

Rs 1,00,034

Rs. 1,000 SIP Invested 5

years back

Beta

0.77

Sortino
Ratio

0.27

BNP Paribas Equity Fund (G)

Fund Size
Expense Ratio

Rs. 720.70 Crore

2.51%
1 Year
CAGR

3 Year
CAGR

5 Year
CAGR

Fund

7.48%

22.14%

13.76%

SIP

-4.58%

21.08%

18.46%

-5.13%

12.78%

6.37%

Past Return

CNX BSE Sensex

Rs 190705.2

Rs 1,00,000 Invested 5
years back

Rs 94346.77

Rs 1,000 SIP Invested 5

years back

Scheme Snapshot To generate

long-term capital growth from a
diversified
and
actively
managed portfolio of equity
and equity related securities.
The scheme will invest in a range
of companies, with a bias
towards large and medium
market
capitalization
companies.

Beta

0.84

Sortino
Ratio

0.12

HDFC Capital Builder -(G)

Fund Size
Expense Ratio

Scheme Snapshot To achieve

long term capital appreciation
by investing predominantly in
equity oriented securities.

Rs. 907.40 Crore

2.68%
CAGR

3 Year
CAGR

5 Year
CAGR

Fund

3.8%

21.2%

11.1%

SIP

-6.3%

20.8%

17.2%

-5.1%

12.8%

6.4%

Past Return

S&P BSE Sensex

1 Year

Rs. 1,69,144

Rs. 1,00,000 Invested 5

years back

Rs. 91,632

Rs 1,000 SIP Invested 5

years back

Beta

0.94

Sortino
Ratio

0.08

ICICI Pru Top 200 Fund - (G)

Fund Size
Expense Ratio

Scheme Snapshot Long term

capital appreciation from a
portfolio invested in equities of
core sector companies.

Rs. 858.42 Crore

2.59%
CAGR

3 Year
CAGR

5 Year
CAGR

Fund

8.1%

22.5%

11.5%

SIP

1.1%

22.8%

18.4%

-5.1%

12.8%

6.4%

Past Return

S&P BSE Sensex

1 Year

Rs. 1,72,841

Rs. 1,00,000 Invested 5

years back

Rs. 94,144

Rs 1,000 SIP Invested 5

years back

Beta

0.88

Sortino
Ratio

0.09

Reliance Top 200 Fund (G)

Fund Size
Expense Ratio

Rs. 1285.63 Crore

2.53%
CAGR

3 Year
CAGR

5 Year
CAGR

Fund

6.2%

20.8%

11.9%

SIP

-6.1%

21.3%

17.8%

-5.1%

12.8%

6.4%

Past Return

S&P BSE Sensex

1 Year

Rs. 1,75,565

Rs. 1,00,000 Invested 5

years back

Rs. 93,017

Rs 1,000 SIP Invested 5

years back

Scheme Snapshot To generate

long term capital appreciation
by investing in equity and equity
related
instruments
of
companies
whose
market
capitalization is within the range
of highest & Lowest market
capitalization of BSE 200 Index.
The secondary objective is to
generate consistent returns by
investing in debt and money
market securities.

Beta

0.96

Sortino
Ratio

0.09

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