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Best 3 small cap mutual funds in india

Best mutual funds to invest in india

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Best 3 small cap mutual funds in india

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  1. Introduction An investor can claim the tax benefit on the ELSS investment period in the financial year he has invested. So, an investor can opt for either SIP’s or one-time bullet investment in ELSS. Most of the investors opt for monthly SIP rather than one time investment ELSS is a very good investment tool for tax saving and wealth creation. However, one should carefully scrutinize various ELSS schemes before making any investments. So, we have come-up with the best ELSS. We selected these schemes based on there 3 years CAGR and beta.

  2. DSP BR Micro-Cap Fund (G) Fund Size Rs. 2,213.86 Crore Scheme Snapshot – To generate long term capital appreciation from a portfolio that constituted of equity and equity related securities, which are not part of the top 300 companies by market capitalization. is substantially Expense Ratio 2.57% 1 Year Return 3 Year Return 5 Year Return Past Return 24.36% 41.78% Fund 10.80% 15.30% 38.45% 32.18% SIP CNX BSE Sensex -3.94% 9.74% 7.94% 0.91 Beta Rs 2,97,474 Rs 1,00,000 Invested 5 years back Rs 1,32,039 Rs 1,000 SIP Invested 5 years back Sortino Ratio 3.25% Note: Returns and figures were as on 30thMay 2016

  3. Reliance Small Cap Fund (G) Scheme long term capital appreciation by investing predominantly in equity and equity related instruments of small cap companies secondary objective is to generate consistent returns by investing in debt and money market securities. Snapshot- To generate Fund Size Rs.1,831.89 Crore Expense Ratio 2.52% and the 1 Year Return 3 Year Return 5 Year Return Past Return Fund 21.66% 39.49% 7.56% SIP 5.46% 28.95% 31.08% S&P BSE Sensex -3.94% 9.74% 7.94% 0.87 Beta Rs. 2,66,493 Rs. 1,00,000 Invested 5 years back Rs. 1,22,345 Rs 1,000 SIP Invested 5 years back Sortino Ratio 2.02% Note: Returns and figures were as on 30thMay 2016

  4. Sundaram S.M.I.L.E Fund (G) Scheme achieve capital investing mainly in small and mid- cap stocks in a diversified manner. Snapshot- To primarily Fund Size Rs. 1,122.66Crore appreciation by Expense Ratio 2.75% 1 Year Return 3 Year Return 5 Year Return Past Return Fund 17.54% 33.31% -1.62% SIP 0.19% 24.40% 27.91% S&P BSE Sensex -3.94% 9.74% 7.94% 1.08 Beta Rs. 2,24,372 Rs. 1,00,000 Invested 3 years back Rs. 1,09,766 Rs 1,000 SIP Invested 3 years back Sortino Ratio 2.08% Note: Returns and figures were as on 30thMay 2016

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  10. AdviseSure Investment Advisors is India’s first only Advise platform where we help individual, finance. AdviseSure Investment Advisors is part of AdviseSure Ventures Private limited. AdviseSure Investment Advisors is a SEBI registered Investment Advisor and its associate/group company empanelled with AMFI as a distributor .You can execute transactions with your banker, stock broker or agent/ financial intermediary . We also offer transaction services through various associations, at a substantially lesser cost to our clients as compared to other financial intermediaries, so that you start your financial plan with AdviseSure Investment Advisors is a safe and secure platform. Our recommendations rely on historical data. Historical/ past performance is not a guarantee of future returns. presented here are prepared 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 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 note that neither AdviseSure Investment Advisors nor any person connected with any AdviseSure Investment Advisors , accepts any liability arising from the use of this information and views mentioned here. Each recipient of this document investigations as they deem 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 to determine the merits and risks of such an investment. managing personal The information AdviseSure and Investment views AdviseSure Investment Advisors by CORPORATE OFFICE : C411- Crystal Plaza, Opposite Infitni Mall, Link road, Andheri west, Mumbai 400053 ------------- Website : www.advisesure.com Email: care@advisesure.com on their specific investment associated companies of should make arrive such at necessary to an

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