Mr. A.

Saravana Kumar - Mutual Fund List

The below suggested mutual funds are listed based on the following analysis for your profile.

Sir, the funds which i have taken is categorized into

1) Large Cap Fund - 80% of fund is invested in large cap i.e. top 100 companies in India.

2) Large & Mid Cap fund - 70% in Large and Mid cap i.e. top 250 companies in India.

3) Mid Cap Fund - Min 65% is invested in top 101 - 250 companies in India.

Reason for this Portfolio:

Economic Analysis:

The portfolio gives you and exposure in both Large and Mid cap in equal proportion, and in next
5 years if India is moving towards 5-Trillion$ economy then Performance of Mid cap companies is very
important.

On this basis I have selected

Mirae Asset Emerging Bluechip - Regular Growth - Large & Mid Cap Fund

Axis Focused 25 Fund - Regular Growth - Large Cap

Kotak Emerging Equity Fund - Regular Growth - Mid Cap

Performance Analysis:

1) As the above mentioned fund consists of well experience fund managers.

2) CAGR put together is around 15% for 5 years of investment.

3) Beta i.e. volatility to the respective benchmark is lower

4) Standard Deviation is also lower.

5) Sharpe Ratio is higher i.e. better risk adjusted return.

Based on this analysis it is better to invest in this portfolio for first 3 years.