Best 3 diversified equity mutual funds to invest in india

2. Introduction 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.

3. Birla Sun Life Advantage Fund (G) Scheme Snapshot – To achieve long term growth of capital at relatively moderate levels of risk through a diversified research based investment approach. Fund Size Rs 866.43 Crore Expense Ratio 2.70% 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return Fund 14.68% 24.52% -0.03% SIP 6.89% 20.35% 19.83% S&P BSE Sensex -3.94% 9.74% 7.94% 1.05 Beta Rs. 1,98,335 Rs. 1,00,000 Invested 5 years back Rs 98,284 Rs. 1,000 SIP Invested 5 years back Sortino Ratio 1.69% Note: Returns and figures were as on 30thMay 2016

4. Birla Sun Life Top 100 Fund (G) Fund Size Rs. 1738.30Crore Scheme Snapshot – To provide medium to long-term appreciation, predominantly in a diversified portfolio of equity and equity related securities companies as market capitalization. capital investing by Expense Ratio 2.35% of Top 100 measured 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return by 14.17% 18.87% Fund 0.45% 6.68% 14.70% 16.57% SIP S&P BSE Sensex -3.94% 9.74% 7.94% 0.93 Beta Rs 1,94,002 Rs 1,00,000 Invested 5 years back Rs 90,773 Rs 1,000 SIP Invested 5 years back Sortino Ratio 1.01% Note: Returns and figures were as on 30thMay 2016

6. HDFC Capital Builder (G) Scheme Snapshot – To achieve long term capital appreciation by investing predominantly in equity oriented securities. Fund Size Rs. 1,015.26 Crore Expense Ratio 2.66% 1 Year CAGR 3 Year CAGR 5 Year CAGR Past Return Fund 13.30% 20.09% 0.86% SIP 5.56% 16.65% 15.59% S&P BSE Sensex -3.94% 9.74% 7.94% 0.94 Beta Rs. 1,86,668 Rs. 1,00,000 Invested 5 years back Rs. 90,953 Rs 1,000 SIP Invested 5 years back Sortino Ratio 1.26% Note: Returns and figures were as on 30thMay 2016

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