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Wednesday, August 31, 2011

Fw: Equity Mutual Funds - The best vehicle for wealth creation in the long term

 

Equity Mutual Funds - Best vehicle for wealth creation in the long term
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Oflate, Equity has become inevitable part of any investment portfolio. In a rising inflationary trend, investors need to invest at least some portion of their savings in equities. Investing in equities directly requires reasonable knowledge, effort, time & enough money. This may not be possible for many retail investors with limited resources.
This leaves, Equity Mutual Funds as the only option for long term wealth creation. Investing systematically (SIP) brings down the risk further as you invest in a rising market and also in a falling market like today.
 
FYI, we are providing you with the details of some of the top performing Diversified Equity Funds.
 

Fund Name
Return for Lumpsum Investment
Return for SIP 
Value Research Rating
3 yrs
5 yrs
Since Inception 
3 yrs
5 yrs
Since Inception
Canara Robeco Equity Diversified
15.42
14.54
22.94
17.46
12.86
16.44
*****
DSPBR Equity
12.33
15.37
22.99
14.27
-
10.78
****
Franklin India Prima Plus
10.74
12.64
19.51
13.14
9.56
21.67
****
HDFC Equity
15.59
14.02
21.17
17.40
12.90
23.79
*****
ICICI Pru Dynamic
10.03
12.36
29.05
13.02
9.76
20.35
****
Mirae Asset India Opportunities
16.51
-
12.46
18.66
-
17.38
*****
Reliance Equity Opportunities Fund
18.26
13.03
20.47
22.11
13.96
15.17
*****
UTI Opportunities Fund
17.51
14.36
16.94
18.02
13.94
13.77
*****
1.  Return as a % as on 29.08.2011 2.  Returns for more than one year are annualized 3.  Details Pertains to Growth Option
 
 
For more informations and application forms, kindly contact your nearest branch of Integrated.
 
For list of branches, please visit http://www.iepindia.com/contact.aspx
 
Risk Factors : Mutual Fund investments are subject to market risk. Please read scheme information document carefully before investing.
 
 
Regards,
Integrated Enterprises (India) Ltd.,


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