Essel Large & Midcap Fund Growth+2.10%

3
-5.45%
1 Year Return
Equity
Large & Mid Cap
3.0star
6M
1Y
3Y
All

Fund Details

Essel Large & Midcap Fund Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio2.60%
NAV14.52 (25 Sep 2020)
Fund Started07 Dec 2015
Fund Size99 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Large & Midcap Fund Growth
-5.5%
0.7%
NA
8.1%
Category Average
10.9%
2.7%
8.1%
-
Rank within category
24
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 -5.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance Industries Ltd.EnergyEquity4.3%
    ICICI Bank Ltd.FinancialEquity4.2%
    PI Industries Ltd.ChemicalsEquity4.1%
    Vodafone Idea Ltd.CommunicationEquity3.8%
    Max Financial Services Ltd.FinancialEquity3.5%
    Jubilant FoodWorks Ltd.ServicesEquity3.1%
    Supreme Industries Ltd.ChemicalsEquity3.0%
    Dixon Technologies (India) Ltd.EngineeringEquity3.0%
    Atul Ltd.ChemicalsEquity3.0%
    Hindustan Petroleum Corpn. Ltd.EnergyEquity2.8%
    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

    Essel Large & Midcap Fund Growth Details

    Essel Large & Midcap Fund Growth is a Equity Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was made available to investors on 07 Dec 2015. Amit Nigam is the Current Fund Manager of Essel Large & Midcap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹99 Cr and the Latest NAV as of 25 Sep 2020 is ₹14.52.

    The Essel Large & Midcap 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 medium to long-term capital appreciation by investing predominantly in equity and equity related securities of midcap companies & 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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