Essel Short Term Fund Bonus-0.09%

2Groww
7.56%
1 Year Return
Debt
Short Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Essel Short Term Fund Bonus

RiskModerately Low
Min SIP Amount₹500
Expense Ratio1.20%
NAV15.31 (26 Jun 2019)
Fund Started18 Aug 2010
Fund Size13 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel Short Term Fund Bonus
7.6%
6.3%
7.1%
8.4%
Category Average
9.0%
NA
NA
-
Rank within category
18
16
17
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 7.6% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Mahindra & Mahindra Financial Services Ltd.FinancialBonds/Deb46.1%
    LIC Housing Finance Ltd.FinancialBonds37.9%
    AU Small Finance Bank Ltd.FinancialCD7.3%
    See All

    Fund Managers

    addKillol P Pandya
    Education
    Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
    Experience
    Prior to joining Peerless Funds Management Co. Limited he has worked with LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
    Funds Managed

    Other Details

    Essel Short Term Fund Bonus is a Debt Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 18 Aug 2010. Killol Pandya is the Current Fund Manager of Essel Short Term Fund Bonus.The fund currently has an Asset Under Management(AUM) of ₹13 Cr and the Latest NAV as of 26 Jun 2019 is ₹15.31.

    The Essel Short Term Fund Bonus is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. Nil.

    Investment Objective

    To generate income and capital appreciation by investing in a diversified portfolio of debt and money market securities. However, there can be 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 as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹100
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    Essel Short Term Fund Bonus
    VS
    search

    About Essel Mutual Fund

    Address
    "Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Phone
    033-40185000/ 022-61779922
    Launch Date
    03 Dec 2009
    Essel Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available