Essel Largecap Equity Fund - Regular - Growth-1.7%

-7.8%
1 Year Return
Equity
Large Cap
2.0 star
1Y
3Y
5Y

Fund Details

Essel Largecap Equity Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.79%
NAV20.9 (10-Dec-2018)
Fund Started28-Sep-2011
Fund Size297 Cr

Returns

Fund
1Y
3Y
5Y
Essel Largecap Equity Fund - Regular - Growth
-7.8%
9.1% p.a
11.1% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
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    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -7.8% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    HDFC Bank Ltd.8.8%Financial ServicesEquityLarge Cap11.1
    Reliance Industries Ltd.5.5%EnergyEquityLarge Cap7.0
    ICICI Bank Ltd. 5.3%Financial ServicesEquityLarge Cap6.7
    Infosys Ltd.5.1%ITEquityLarge Cap6.5
    ITC Ltd.4.0%Consumer GoodsEquityLarge Cap5.1
    Larsen & Toubro Ltd.3.7%ConstructionEquityLarge Cap4.7
    Housing Development Finance Corporation Ltd.3.1%Financial ServicesEquityLarge Cap3.9
    Kotak Mahindra Bank Ltd.3.0%Financial ServicesEquityLarge Cap3.8
    State Bank of India2.8%Financial ServicesEquityLarge Cap3.5
    Maruti Suzuki India Ltd.2.6%AutomobileEquityLarge Cap3.3
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    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.

    Launch Date3 Dec 2009
    Address"Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Assets980 Cr
    SponsorNA
    Phone033-40185000/ 022-61779922
    Emailmutualfund@esselfinance.com
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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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