Essel 3 in 1 Fund - Regular - Growth+1.52%

4.10%
1 Year Return
Hybrid
Multi Asset Allocation
2.0 star
1Y
3Y
5Y

Fund Details

Essel 3 in 1 Fund - Regular - Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio2.52%
NAV17.9 (20 May 2019)
Fund Started05 Apr 2011
Fund Size21 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel 3 in 1 Fund - Regular - Growth
4.1%
5.6%
6.8%
7.4%
Category Average
1.2%
7.1%
6.7%
-
Rank within category
4
9
6
-
*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 4.1% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance ETF Gold BeESFinancialMutual Fund19.9%
    Tata Capital Financial Services Ltd.FinancialDebenture7.6%
    GOISovereignGOI Sec7.3%
    GOISovereignGOI Sec7.3%
    Small Industries Devp. Bank of India Ltd.FinancialCP7.1%
    FinancialDebenture5.1%
    LIC Housing Finance Ltd.FinancialDebenture5.1%
    L&T Infrastructure Finance Co. Ltd.FinancialDebenture5.0%
    Power Finance Corpn. Ltd.FinancialBonds4.9%
    Tata Capital Housing Finance Ltd.FinancialDebenture2.6%
    See All

    Fund Managers

    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

    About Essel Mutual Fund

    Essel Mutual Fund is created after acquisition of Peerless Mutual Fund by Essel Group. Peerless Mutual Fund started their mutual fund on 04/12/2009 and its managing total assets of ₹980 Cr. Its ranked at 33 as per total assets at end of 30th Sep 2017.

    Essel Mutual Funds is one the leading financial sector companies in India and falls under the Essel Group. It was established on 4th December, 2009 and it is sponsored by Essel Finance Wealth Zone Private Limited.

    They aim to make a path breaking financial system by constantly supporting their clients strategic transactions and helping them make financial decisions.

    Essel Mutual Funds provide a host of schemes, under different fund categories and they invest in a diverse portfolio across various market categorization. The asset management company aims at taking a customer centric approach and follows a systematic methodology in investing. With vast experience and the target to help each and every customer, Essel has made a mark in the Indian mutual fund industry.

    Address
    "Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Phone
    033-40185000/ 022-61779922
    Launch Date
    3 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,
    NAV (20 May 2019)   17.89
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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