Essel Large & Midcap Fund Direct Growth-2.28%

2Groww
-29.36%
1 Year Return
Equity
Large & Mid Cap
2.0star
6M
1Y
3Y
All

Fund Details

Essel Large & Midcap Fund Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.32%
NAV11.48 (03 Apr 2020)
Fund Started07 Dec 2015
Fund Size102 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Large & Midcap Fund Direct Growth
-29.4%
-6.3%
NA
3.2%
Category Average
-26.5%
-5.3%
0.2%
-
Rank within category
17
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with -29.4% annual returns

    Comparison

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    Top Holdings

    NameSectorInstrument% Assets
    ICICI Bank Ltd.FinancialEquity4.8%
    HDFC Bank Ltd.FinancialEquity4.7%
    Supreme Industries Ltd.ChemicalsEquity4.1%
    Federal Bank Ltd.FinancialEquity3.5%
    Alkem Laboratories Ltd.HealthcareEquity3.3%
    Max Financial Services Ltd.FinancialEquity3.3%
    Kotak Mahindra Bank Ltd.FinancialEquity3.2%
    Mahindra & Mahindra Financial Services Ltd.FinancialEquity2.8%
    AIA Engineering Ltd.MetalsEquity2.8%
    City Union Bank Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addSaravana Kumar
    Education
    Mr. Kumar has an Engineering degree in Electronics & Telecommunications. He is an MBA (Finance) from IIM Bangalore & is a CAIIB.
    Experience
    Prior to joining Essel Mutual Fund he has worked with LIC Mutual Fund, he had been Head of Investments at Trust Investment Advisors Pvt. Ltd.(Oct'13-April'15), CIO at AIA Life Insurance Co. Ltd.(Oct'09-Sept'13) , Dy. GM at ICICI Bank Ltd.(Mar'03-Sept'09) & Fund Manager at SBI(2001-2003).
    Funds Managed

    Other Details

    Essel Large & Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 07 Dec 2015. Amit Nigam is the Current Fund Manager of Essel Large & Midcap Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹102 Cr and the Latest NAV as of 03 Apr 2020 is ₹11.48.

    The Essel Large & Midcap Fund Direct Growth is rated Moderately High risk. Minimum SIP Investment is 500. For units in excess of 15% of the investment,1% will be charged for redemption within 365 days.

    Investment Objective

    The investment objective of the scheme is to generate medium to long-term capital appreciation by investing predominantly in equity and equity related securities of midcap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
    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
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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