Essel Large Cap Equity Fund Direct Growth-1.52%

3Groww
-6.99%
1 Year Return
Equity
Large Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Essel Large Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.70%
NAV25.11 (08 Jul 2019)
Fund Started01 Jan 2013
Fund Size104 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Large Cap Equity Fund Direct Growth
-7.0%
6.8%
9.2%
10.7%
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 -7.0% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. 1Y Returns are lower than the benchmark
    2. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity9.4%
    ICICI Bank Ltd. Financial ServicesEquity5.4%
    Reliance Industries Ltd.EnergyEquity5.1%
    ITC Ltd.Consumer GoodsEquity5.1%
    Infosys Ltd.ITEquity4.8%
    Larsen & Toubro Ltd.ConstructionEquity4.3%
    Housing Development Finance Corporation Ltd.Financial ServicesEquity3.3%
    Kotak Mahindra Bank Ltd.Financial ServicesEquity3.2%
    Maruti Suzuki India Ltd.AutomobileEquity3.0%
    State Bank of IndiaFinancial ServicesEquity2.7%
    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 Large Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Amit Nigam is the Current Fund Manager of Essel Large Cap Equity Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹104 Cr and the Latest NAV as of 08 Jul 2019 is ₹25.11.

    The Essel Large Cap Equity Fund Direct Growth is rated Moderately High 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 primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors. 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

    Returns are taxed at 15% if sold before 1 year. 10% tax post one year on returns above 1 Lac.

    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
    03 Dec 2009
    Essel Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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