| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 2.35% |
| NAV | ₹19.2 (14 Jun 2019) |
|---|---|
| Fund Started | 29 Jul 2010 |
| Fund Size | ₹41 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Tata Capital Housing Finance Ltd. | Financial | Debenture | 10.9% |
| REC Ltd. | Financial | Debenture | 9.7% |
| L&T Infrastructure Finance Co. Ltd. | Financial | Debenture | 9.7% |
| Power Finance Corpn. Ltd. | Financial | Bonds | 9.5% |
| Tata Capital Financial Services Ltd. | Financial | Debenture | 8.5% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 7.3% |
| AU Small Finance Bank Ltd. | Financial | CD | 4.5% |
| HDFC Bank Ltd. | Financial | Equity | 1.9% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.3% |
| ICICI Bank Ltd. | Financial | Equity | 1.2% |
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.