Equity mutual funds have different types of categories based on the

segment of the market, sectors or industries, investment styles etc. One of

the types of equity mutual funds is ‘Diversified equity mutual funds’, these

funds invest across the market in different companies that have a good

growth potential.

These funds are slightly less risky than other equity mutual funds since they

invest in different sectors across the different market capitalization. These

funds impact by the overall market volatility, but they are less sensitive to a

particular sector or market capitalization.

There are many diversified funds in the market but finding the best funds is

a difficult task. Thus, we have analysed the diversified equity mutual funds

based on their 5 years CAGR and beta to find the funds that can give

higher returns at minimum risk.

Introduction

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 1,98,335Rs. 1,00,000 Invested 5 years

back

Rs 98,284Rs. 1,000 SIP Invested 5 years

back

Scheme Snapshot – To achieve

long term growth of capital at

relatively moderate levels of risk

through a diversified research

based investment approach.

1.05

Birla Sun Life Advantage Fund (G)

1.69%

Rs 866.43 Crore

2.70%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

-0.03% 24.52% 14.68%

6.89% 20.35% 19.83%SIP

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs 1,94,002Rs 1,00,000 Invested 5 years

back

Rs 90,773Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot – To provide

medium to long-term capital

appreciation, by investing

predominantly in a diversified

portfolio of equity and equity

related securities of Top 100

companies as measured by

market capitalization.

0.93

Birla Sun Life Top 100 Fund (G)

1.01%

Rs. 1738.30Crore

2.35%

1 Year

CAGR

3 Year

CAGR5 Year

CAGR

0.45% 18.87% 14.17%

6.68% 14.70% 16.57%SIP

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

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Fund Size

Expense Ratio

Past Return

Fund

9.74%

Beta

Sortino

Ratio

Rs. 1,86,668Rs. 1,00,000 Invested 5 years

back

Rs. 90,953Rs 1,000 SIP Invested 5 years

back

Scheme Snapshot – To achieve

long term capital appreciation

by investing predominantly in

equity oriented securities.

0.94

HDFC Capital Builder (G)

1.26%

Rs. 1,015.26 Crore

2.66%

1 Year

CAGR3 Year

CAGR5 Year

CAGR

0.86% 20.09% 13.30%

5.56% 15.59% 16.65%SIP

S&P BSE Sensex -3.94% 7.94%

Note: Returns and figures were as on 30th May 2016

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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

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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

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