Download - Top 3 mid cap equity mutual funds in india
-
7/26/2019 Top 3 mid cap equity mutual funds in india
1/13
-
7/26/2019 Top 3 mid cap equity mutual funds in india
2/13
Equity mutual funds have different types of categories based on the segment of themarket, sectors or industries, investment styles etc. One of the types of equity mutual fundsis Mid-Cap equity mutualfunds. Following are the traits of mid-cap funds: -
Invest in Mid-cap and small-cap companies that have a good growth potential.
Risky than other equity mutual funds since they invest in Mid-cap and Small-capcompanies.
More sensitive to overall market volatility.
There are many Mid-Cap Mutual Funds in the market but finding the best funds is a difficulttask. Thus, we have analysed the diversified equity mutual funds based on their 3 yearsCAGR and beta to find the funds that can give higher returns at minimum risk.
Introduction
-
7/26/2019 Top 3 mid cap equity mutual funds in india
3/13
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 2,64,165Rs. 1,00,000 Invested 5 years
back
Rs. 1,09,908Rs 1,000 SIP Invested 5 years
back
Objective : - To seek to generate
long-term capital appreciation byinvesting primarily in companies with
high growth opportunities in the
middle and small capitalization
segment.
0.84
BNP Paribas Mid Cap Fund (G)
2.54%
Rs. 477.26 Crore
2.52%
1 YearReturn
3 YearReturn
5 YearReturn
2.70% 28.44% 21.44%
3.97% 23.49% 24.45%SIP (XIRR)
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
-
7/26/2019 Top 3 mid cap equity mutual funds in india
4/13
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 2,48,710Rs. 1,00,000 Invested 5 years
back
Rs. 1,12,954Rs 1,000 SIP Invested 5 years
back
Objective: To generate long-term
capital appreciation from a portfolio ofequity and equity related securities, by
investing predominantly in mid and smallcap companies.
0.81
Kotak Emerging Equity Fund (G)
3.51%
Rs. 776.16Crore
2.69%
1 YearReturn
3 YearReturn
5 YearReturn
6.41% 30.17% 19.99%
12.35% 29.69% 25.59%SIP (XIRR)
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
https://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
5/13
https://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
6/13
Fund Size
Expense Ratio
Past Return
Fund
9.74%
Beta
Sortino
Ratio
Rs. 2,59,724Rs. 1,00,000 Invested 5 years
back
Rs. 1,15,384Rs 1,000 SIP Invested 5 years
back
Objective: To achieve capital
appreciation by investing primarilyin midcap stocks
0.90
UTI Mid Cap Fund (G)
2.92%
Rs. 3,057.25Crore
2.42%
1 YearReturn
3 YearReturn
5 YearReturn
0.88% 32.58% 21.03%
4.87% 27.30% 26.48%SIP (XIRR)
S&P BSE Sensex -3.94% 7.94%
Note: Returns and figures were as on 30th May 2016
-
7/26/2019 Top 3 mid cap equity mutual funds in india
7/13
Our
offering
-
7/26/2019 Top 3 mid cap equity mutual funds in india
8/13
My Financial AdvisorFor Multi products Advice and online
investing
Personalized Advice on allInvestments
Invest in Direct Plans of Mutualfunds
Tax planning
Quarterly Review by experts
Financial Goal Planning report
Track all your Investments Online
Know More
My Private BankerFor 360 Financial Management and
Planning
Comprehensive Financial Planning
Dedicated Personal Advisor for allneeds
Income tax planning and Filing ofReturn*
Accounting and record keeping*
'0' brokerage on Shares and
Mutual fund
Monthly review
We Offer
http://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttps://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
9/13
https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
10/13
Risk Profiling
Risk Capacity- Howmuch Risk you canafford to take
Risk Attitude- How
much Risk you wantto take
Financial Goals
All Financial Goals ofthe life
The Inflationadjusted amount
required to meetthem
Right Portfolio
Investment Productsright as per risk profile
Portfolio which is tax
efficient
Buy/ Sell
With least
Brokerage &Commission
With Nil hiddencosts
RegularMonitoring
Of Portfolio andMarkets
RebalanceInvestments whenrequired
1 2 3 4 5
Know best InvestmentPortfolio for you Start Now
Our Approach
https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1http://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttps://advisesure.com/questionairre/index?trialid=1http://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttps://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
11/13
Wealth CreationAdvice
Monthly SavingsAdvice
Tax SavingInvestments
Portfolio Tracker Goal Planning OnlineTransaction
In case you want to
invest Lump Sum
In case you want to invest On
Monthly basis
In case you want to Make
Tax Saving Investments
In case you want to Buyand Sell any product
In case you want to Planyour Financial Goals
If you want to Track yourinvestments
Customized FinancialManagement
http://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/UserRegister/StartInvestinghttp://advisesure.com/Services/RegularSavinghttp://advisesure.com/Services/RegularSavinghttp://advisesure.com/Services/TaxSavinghttp://advisesure.com/Services/TaxSavinghttp://advisesure.com/Services/RestructurePortfoliohttp://advisesure.com/Calculators#goal-calculatorhttp://advisesure.com/Pricinghttp://advisesure.com/Pricinghttp://advisesure.com/Pricinghttp://advisesure.com/Calculators#goal-calculatorhttp://advisesure.com/Services/RestructurePortfoliohttp://advisesure.com/Services/TaxSavinghttp://advisesure.com/Services/RegularSavinghttp://advisesure.com/UserRegister/StartInvestinghttps://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
12/13
Simple & Easy
PaperlessProcess
Multiproduct
Cost Effective
Online Access
Our Simple and easy Personal Finance Tools & self-help process, ensuresthat you take Better control of your entire Finance in 7 Minutes , to yoursatisfaction.
Invest and Manage Online , on a Single Click. No need to Fill boringPhysical forms and storing statements. Manage Your Finance with easyand simple back office.
We don't Push Products to our Customers Like Agents or Brokers, forcommissions or brokerages. You can continue buying and selling withyour current Broker or Agent. However you can also transact through usat substantial low Cost.
You can manage your account from anywhere through multiple supportpoints.
We advice on almost all Financial Products except banking accounts. Youcan transact in all products through us. Our technology will ensure superiorExperience
Why AdviseSure
https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1https://advisesure.com/questionairre/index?trialid=1 -
7/26/2019 Top 3 mid cap equity mutual funds in india
13/13
AdviseSure Investment Advisors is Indias first only Adviseplatform where we help individual, managing personal
finance. AdviseSure Investment Advisors is part of AdviseSure
Ventures Private limited. AdviseSure Investment Advisors is aSEBI registered Investment Advisor and its associate/groupcompany empanelled with AMFI as a distributor .You canexecute transactions with your banker, stock broker or agent/
financial intermediary . We also offer transaction servicesthrough various associations, at a substantially lesser cost to our
clients as compared to other financial intermediaries, so thatyou start your financial plan with AdviseSure Investment
Advisors is a safe and secure platform. Our recommendationsrely on histor ical data. Historical/ past performance is not aguarantee of future returns. The information and views
presented here are prepared by AdviseSure InvestmentAdvisors. 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 notresponsible for any loss incurred based upon it. This document
is solely for the personal information of the recipient. Theinvestments discussed or recommended here may not besuitable for all investors. Investors must make their own
investment decisions based on their specific investmentobjectives and financial position and using such independent
advice, as they bel ieve necessary. While acting upon anyinformation or analysis mentioned here, investors may pleasenote that nei ther AdviseSure Investment Advisors nor any
person connected with any associated companies ofAdviseSure 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 anindependent evaluation of an investment in the securities of
the companies referred to in this document (including themerits and risks involved), and should consult their own advisorsto determine the merits and risks of such an investment.
AdviseSure Investment Advisors
CORPORATE OFFICE : C411- Crystal Plaza, Opposite InfitniMall, Link road, Andheri west, Mumbai 400053
-------------
Website : www.advisesure.com Email:[email protected]