Essel Large & Midcap Fund Direct Growth-1.41%

2Groww
-4.89%
1 Year Return
Equity
Large & Mid Cap
2.0 star
6M
1Y
3Y
All

Fund Details

Essel Large & Midcap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.68%
NAV16.35 (08 Jul 2019)
Fund Started06 Dec 2015
Fund Size100 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Large & Midcap Fund Direct Growth
-4.9%
8.1%
NA
11.9%
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
    Estimated Value
    as per Historical Returns
    30
    with -4.9% annual returns

    Comparison

    Data not available
    Pros
    1. Risk-adjusted returns are higher compared to the category
    2. Risk is lower compared to the benchmark
    Cons
    1. Age is less than 5 years
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    HDFC Bank Ltd.Financial ServicesEquity6.0%
    ICICI Bank Ltd. Financial ServicesEquity4.1%
    Punjab National BankFinancial ServicesFutures3.7%
    Federal Bank Ltd.Financial ServicesEquity3.5%
    ITC Ltd.Consumer GoodsEquity3.1%
    Sundaram Finance Ltd.Financial ServicesEquity3.0%
    Infosys Ltd.ITEquity2.9%
    City Union Bank Ltd.Financial ServicesEquity2.9%
    Sundram Fasteners Ltd.AutomobileEquity2.8%
    AIA Engineering Ltd.Industrial ManufacturingEquity2.6%
    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 & Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 06 Dec 2015. Amit Nigam is the Current Fund Manager of Essel Large & Midcap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹100 Cr and the Latest NAV as of 08 Jul 2019 is ₹16.35.

    The Essel Large & Midcap 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 investment objective of the scheme is to generate medium to long-term capital appreciation by investing predominantly in equity and equity related securities of midcap companies. 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
    03 Dec 2009
    Essel Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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