Essel Short Term Fund - Direct - Growth+0.0%

5.7%
1 Year Return
Debt
Short Duration
1.0 star
1Y
3Y
5Y

Fund Details

Essel Short Term Fund - Direct - Growth

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.38%
NAV20.4 (16-Nov-2018)
Fund Started02-Jan-2013
Fund Size46 Cr

Returns

Fund
1Y
3Y
5Y
Essel Short Term Fund - Direct - Growth
5.7%
7.0% p.a
8.0% p.a

SIP Calculator

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 5.7% annual returns

    Comparison

    Data not available
    Pros
    1. Lower expense ratio
    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. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    7.4 Mahindra & Mahindra Financial Services Ltd. Aug 1 2019 24.2%Financial ServicesDebenturesAAA5.9
    8.64 Power Grid Corporation of India Ltd. Jul 8 2019 20.4%EnergyBondAAA5.0
    7.48 LIC Housing Finance Ltd. Jun 10 2022 19.4%Financial ServicesDebenturesAAA4.7
    8.38 Housing Development Finance Corporation Ltd. Jul 15 2019 16.3%Financial ServicesDebenturesAAA4.0
    Tata Motors Ltd. (90D)8.2%AutomobileCPA1+2.0
    IndusInd Bank Ltd.6.0%Financial ServicesCDA1+1.5
    CBLO(CCIL)5.6%Current AssetsMoney Market--1.4
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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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