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Essel Large Cap Equity Fund Direct Growth-0.33%

60.90%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Essel Large Cap Equity Fund Direct Growth

RiskVery High
Min SIP Amount₹500
Expense Ratio0.31%
NAV₹32.36 (09 Apr 2021)
Fund Started02 Jan 2013
Fund Size95 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
60.9%
10.9%
14.5%
13.2%
Category Average
59.4%
12.0%
14.7%
-
Rank Within Category
28
39
36
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 60.9% returns per annum

Comparison

Data not available
Pros
1. Lower expense ratio - 0.21%
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Reliance Industries Ltd.EnergyEquity9.2%
ICICI Bank Ltd.FinancialEquity8.5%
Infosys Ltd.TechnologyEquity6.8%
HDFC Bank Ltd.FinancialEquity5.9%
Tata Consultancy Services Ltd.TechnologyEquity5.6%
Indusind Bank Ltd.FinancialEquity4.6%
Kotak Mahindra Bank Ltd.FinancialEquity4.1%
Wipro Ltd.TechnologyEquity3.9%
Housing Development Finance Corpn. Ltd.FinancialEquity3.9%
Axis Bank Ltd.FinancialEquity3.6%
See All

Fund Managers

Saravana Kumar
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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 ₹95 Cr and the Latest NAV as of 09 Apr 2021 is ₹32.36.

The Essel Large Cap Equity Fund Direct Growth is rated Very 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

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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
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,
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