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Essel Large Cap Equity Fund Growth-1.25%

14.39%
1 Year Return
Equity
Large Cap
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Essel Large Cap Equity Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.60%
NAV₹27.78 (22 Jan 2021)
Fund Started28 Sep 2011
Fund Size95 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
14.4%
5.5%
12.2%
11.8%
Category Average
18.7%
8.8%
14.3%
-
Rank Within Category
101
75
68
-
*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 14.4% returns per annum

Comparison

Data not available
Pros
1. Risk is lower compared to the benchmark
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. Risk-adjusted returns are lower compared to the category
3. 1Y Returns are lower than the benchmark
4. 3Y Returns are lower than the benchmark
5. 5Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. 1Y Returns are lower than the category average returns
9. 3Y Returns are lower than the category average returns
10. 5Y Returns are lower than the category average returns
11. Higher expense ratio - 2.6%

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity8.8%
HCL Technologies Ltd.TechnologyEquity5.5%
HDFC Bank Ltd.FinancialEquity4.9%
Infosys Ltd.TechnologyEquity4.9%
Kotak Mahindra Bank Ltd.FinancialEquity4.4%
Wipro Ltd.TechnologyEquity3.9%
Reliance Industries Ltd.EnergyEquity3.5%
Bharti Airtel Ltd.CommunicationEquity3.3%
Bandhan Bank Ltd.FinancialEquity3.0%
Dixon Technologies (India) Ltd.EngineeringEquity3.0%
See All

Fund Managers

Saravana Kumar
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Essel Large Cap Equity Fund Growth Details

Essel Large Cap Equity Fund Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 28 Sep 2011. Amit Nigam is the Current Fund Manager of Essel Large Cap Equity Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹95 Cr and the Latest NAV as of 22 Jan 2021 is ₹27.78.

The Essel Large Cap Equity Fund 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

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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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