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Fund Details
Essel Equity Hybrid Fund Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.48% |
| NAV | ₹12.78 (20 Jan 2021) |
|---|---|
| Fund Started | 30 Apr 2018 |
| Fund Size | ₹130 Cr |
Returns
1Y
3Y*
5Y*
Since inception*
Fund Returns
11.6%
-
-
12.8%
Category Average
16.8%
6.8%
12.3%
-
Rank Within Category
40
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount₹500
Amount Per Month₹5,000
Would have become
₹0
with 11.6% returns per annum
Comparison
Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Muthoot Finance Ltd. | Financial | CP | 10.0% |
| ICICI Bank Ltd. | Financial | Equity | 6.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 6.1% |
| Infosys Ltd. | Technology | Equity | 4.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 3.9% |
| Reliance Industries Ltd. | Energy | Equity | 3.8% |
| HDFC Bank Ltd. | Financial | Equity | 3.6% |
| Bharti Airtel Ltd. | Communication | Equity | 3.4% |
| Axis Bank Ltd. | Financial | Equity | 3.2% |
| Dixon Technologies (India) Ltd. | Engineering | Equity | 3.2% |
See All
Fund Managers
Saravana Kumar
Killol P Pandya
Viral Berawala
Archit Shah
Manav Vijay
Essel Equity Hybrid Fund Direct Growth Details
Essel Equity Hybrid Fund Direct Growth is a Balanced Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 30 Apr 2018. Killol Pandya, Viral Belawala is the Current Fund Manager of Essel Equity Hybrid Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹130 Cr and the Latest NAV as of 20 Jan 2021 is ₹12.78.
The Essel Equity Hybrid Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 1000.
Investment Objective
The scheme seeks to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments.
Scheme Information Document(SID)
₹1000
Min for First Investment
₹100
Min for Second Investment
Nil
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
Website
NAEssel Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Website
www.karvymfs.comSimilar Funds
