8/16/2019 Top 3 Diversified Equity Mutual funds to invest in india

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Equity mutual funds have different types of categories based on the

segment of the market, sectors or industries, investment styles etc. One ofthe types of equity mutual funds is   ‘Diversified equity mutual   funds’, thesefunds invest across the market in different companies that have a goodgrowth potential.

These funds are slightly less risky than other equity mutual funds since theyinvest in different sectors across the different market capitalization. Thesefunds impact by the overall market volatility, but they are less sensitive to aparticular sector or market capitalization.

There are many diversified funds in the market but finding the best funds isa difficult task. Thus, we have analysed the diversified equity mutual fundsbased on their 5 years CAGR and beta to find the funds that can give

higher returns at minimum risk.

Introduction

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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 atrelatively moderate levels of risk through a diversified researchbased 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

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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 providemedium to long-term capitalappreciation, by investingpredominantly in a diversifiedportfolio of equity and equityrelated securities of Top 100companies as measured bymarket 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 appreciationby investing predominantly inequity oriented securities.

0.94

HDFC Capital Builder (G)

1.26%

Rs. 1,015.26 Crore

2.66%

1 Year

CAGR

3 YearCAGR

5 YearCAGR

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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