Essel Equity Hybrid Fund Regular Growth+0.64%

3Groww
0.89%
1 Year Return
Balanced
Balanced
3.0 star
6M
1Y
All

Fund Details

Essel Equity Hybrid Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.60%
NAV10.27 (13 Sep 2019)
Fund Started30 Apr 2018
Fund Size243 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Equity Hybrid Fund Regular Growth
0.9%
NA
NA
2.0%
Category Average
-3.5%
6.3%
9.1%
-
Rank within category
9
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with 0.9% annual returns

    Comparison

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    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Housing Development Finance Corpn. Ltd.FinancialCP9.2%
    Muthoot Finance Ltd.FinancialCP4.3%
    HDFC Life Insurance Co Ltd.FinancialEquity2.7%
    ICICI Lombard General Insurance Comapny Ltd.FinancialEquity1.8%
    AU Small Finance Bank Ltd.FinancialCD1.6%
    LIC Housing Finance Ltd.FinancialBonds1.2%
    Larsen & Toubro Infotech Ltd.TechnologyEquity0.8%
    Power Finance Corpn. Ltd.FinancialBonds0.4%
    L&T Technology Services Ltd.EngineeringEquity0.3%
    See All

    Fund Managers

    addSaravana Kumar
    Education
    Mr. Kumar has an Engineering degree in Electronics & Telecommunications. He is an MBA (Finance) from IIM Bangalore & is a CAIIB.
    Experience
    Prior to joining Essel Mutual Fund he has worked with LIC Mutual Fund, he had been Head of Investments at Trust Investment Advisors Pvt. Ltd.(Oct'13-April'15), CIO at AIA Life Insurance Co. Ltd.(Oct'09-Sept'13) , Dy. GM at ICICI Bank Ltd.(Mar'03-Sept'09) & Fund Manager at SBI(2001-2003).
    Funds Managed
    addKillol P Pandya
    Education
    Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
    Experience
    Prior to joining Peerless Funds Management Co. Limited he has worked with LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
    Funds Managed

    Other Details

    Essel Equity Hybrid Fund Regular Growth is a Balanced Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 30 Apr 2018. Killol Pandya, Viral Belawala is the Current Fund Manager of Essel Equity Hybrid Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹243 Cr and the Latest NAV as of 13 Sep 2019 is ₹10.27.

    The Essel Equity Hybrid Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. For more than 15% of investments 1% will be charged if redeemed within 12 months.

    Investment Objective

    The investment objective of the scheme is to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and 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 more than 15% of investments 1% will be charged if redeemed within 12 months
    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
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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