Essel Long Term Advantage Fund - Regular - Growth-0.8%

-3.5%
1 Year Return
Equity
ELSS
1.0 star
1Y

Fund Details

Essel Long Term Advantage Fund - Regular - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.80%
NAV13.5 (20-Nov-2018)
Fund Started30-Dec-2015
Fund Size43 Cr

Returns

Fund
1Y
3Y
5Y
Essel Long Term Advantage Fund - Regular - Growth
-3.5%
NA
NA

SIP Calculator

I want to invest per month5,000
    Estimated Value
    as per Historical Returns
    30
    with -3.5% annual returns

    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 500 Crs. Watch expense ratio when AUM is very low
    2. Age is less than 3 years
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    HDFC Bank Ltd.8.7%Financial ServicesEquityLarge Cap4.3
    ICICI Bank Ltd. 5.3%Financial ServicesEquityLarge Cap2.6
    Kotak Mahindra Bank Ltd.3.5%Financial ServicesEquityLarge Cap1.7
    HCL Technologies Ltd.3.0%ITEquityLarge Cap1.5
    State Bank of India2.6%Financial ServicesEquityLarge Cap1.3
    ITC Ltd.2.5%Consumer GoodsEquityLarge Cap1.3
    Bajaj Finserv Ltd.2.5%Financial ServicesEquityLarge Cap1.2
    Tata Consultancy Services Ltd.2.4%ITEquityLarge Cap1.2
    Maruti Suzuki India Ltd.2.4%AutomobileEquityLarge Cap1.2
    Larsen & Toubro Ltd.2.4%ConstructionEquityLarge Cap1.2
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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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