Essel Large Cap Equity Fund Direct Growth-0.35%

-1.85%
1 Year Return
Equity
Large Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Essel Large Cap Equity Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.01%
NAV25.37 (30 Oct 2020)
Fund Started02 Jan 2013
Fund Size84 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Large Cap Equity Fund Direct Growth
-1.9%
1.8%
8.0%
10.1%
Category Average
-2.2%
3.8%
7.9%
-
Rank within category
38
40
31
-
*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
    0
    with -1.9% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio - 1.18%
    2. 1Y Returns are higher than the category average returns
    3. 3Y Returns are higher than the category average returns
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 5Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity9.0%
    ICICI Bank Ltd.FinancialEquity7.4%
    HCL Technologies Ltd.TechnologyEquity5.4%
    Infosys Ltd.TechnologyEquity4.9%
    HDFC Bank Ltd.FinancialEquity4.4%
    Bharti Airtel Ltd.CommunicationEquity4.2%
    Wipro Ltd.TechnologyEquity3.6%
    Dixon Technologies (India) Ltd.EngineeringEquity3.0%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    Dr. Reddy's Laboratories Ltd.HealthcareEquity2.6%
    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

    Essel Large Cap Equity Fund Direct Growth Details

    Essel Large Cap Equity Fund Direct Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Amit Nigam is the Current Fund Manager of Essel Large Cap Equity Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹84 Cr and the Latest NAV as of 30 Oct 2020 is ₹25.37.

    The Essel Large Cap Equity 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 generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors of large cap companies.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹100
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Essel Large Cap Equity Fund Direct Growth
    VS
    search

    About Essel Mutual Fund

    Address
    "Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Phone
    033-40185000/ 022-61779922
    Launch Date
    04 Dec 2009
    Essel 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,
    Similar Funds
    Data not available