Essel 3 in 1 Fund Direct Growth-0.63%

3Groww
1.95%
1 Year Return
Hybrid
Multi Asset Allocation
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Essel 3 in 1 Fund Direct Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.05%
NAV19.37 (09 Jul 2019)
Fund Started02 Jan 2013
Fund Size20 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel 3 in 1 Fund Direct Growth
1.9%
4.6%
6.8%
7.0%
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 1.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. Lower expense ratio
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the benchmark
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market39.2%
    Reliance Mutual FundMutual FundsGold12.6%
    Century Textiles & Industries Ltd.Cement & Cement ProductsEquity9.8%
    ICICI Bank Ltd. Financial ServicesEquity7.8%
    Edelweiss Commodities Services Ltd (191D)ServicesCP5.8%
    Titan Company Ltd.Consumer GoodsEquity5.8%
    HDFC Bank Ltd.Financial ServicesEquity4.0%
    Aurobindo Pharma Ltd.PharmaEquity3.9%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.5%
    Larsen & Toubro Ltd.ConstructionEquity1.8%
    See All

    Fund Managers

    addViral Berawala
    Education
    Mr. Berawala is a Commerce Graduate, CA and PGPX from IIM, Ahmedabad.
    Experience
    Prior to joining Essel Mutual Fund, he has worked with Reliance Nippon Life Insurance Co. Ltd as CIO & Reliance Nippon Life AMC as Assistant Fund Manager.
    Funds Managed

    Other Details

    Essel 3 in 1 Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Amit Nigam, Killol Pandya is the Current Fund Manager of Essel 3 in 1 Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 09 Jul 2019 is ₹19.37.

    The Essel 3 in 1 Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. For units in excess of 15% of the investment,1% will be charged for redemption within 365 days.

    Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation through a portfolio of fixed income securities, Gold Exchange traded funds (ETFs) of other mutual funds and equity & equity related Instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

    Tax Implications

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
    Exit Load

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    About Essel Mutual Fund

    Address
    "Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Phone
    033-40185000/ 022-61779922
    Launch Date
    04 Dec 2009
    Essel Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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