Top 10 Escorts Mutual Funds

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Escorts Infrastructure FundEquityHigh-14.5%2star2
Quant Tax PlanEquityModerately High9.8%1star8
Escorts High Yield Equity PlanEquityModerately High-10.3%1star5
Escorts Growth PlanEquityModerately High-2.5%1star6
Escorts Tax PlanEquityModerately High-5.2%1star8
Escorts Leading Sectors FundEquityModerately High-8.1%1star4
View All Top 10 Escorts Mutual Funds

Best Escorts Equity Mutual Funds

Escorts Mutual Fund was established on 15th April, 1996 and is a premier asset management company that offers a wide variety of products across different segments in the financial industry. In fact, this company is one of the earliest players in the Indian mutual fund industry. The company falls under Escorts group and Escorts Limited is its flagship company.

Escorts is a leading brand in India and has garnered the trust of many investors across the country.

The company offers a host of mutual funds like equity, debt and hybrid and invests in different categories and market capitalization. They believe in four key principles which help them to attain desired results, which are, adopting a customer-centric approach, striving towards excellence, innovating constantly and keeping their operations agile.

Equity Savings Fund typically invests the total capital in three segments- pure equity, arbitrage and debt funds. Generally, one-third of the total capital in pure equity, one-third in debt funds and the balance in arbitrage funds. However, the composition varies from fund to fund. The equity component can vary from 20-40% approx and depends on the type of mutual fund.

These funds outperform debt funds over taxation and treated as equity funds for taxation. If sold before a year, short term capital gains are taxed at 15% and if sold after a year, no tax is levied on the gains.

Purpose: Invest here for your longer duration to get higher returns than debt funds.

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Escorts Infrastructure Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Sectoral/Thematic segment and provided 7.12% annualized returns in the last 3 years. In the last 1 year, it gave -14.54% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -14.54% returns in the last 1 year. Groww rated this fund as 2 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma

Launch Date6 Jan 2013
Min Investment Amt1,000
Groww Rating2star
AUM2Cr
1Y Returns-14.5%

Quant Tax Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 20.15% annualized returns in the last 3 years. In the last 1 year, it gave 9.79% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided 9.79% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma, Shamil Mehra

Launch Date6 Jan 2013
Min Investment Amt500
Groww Rating1star
AUM8Cr
1Y Returns9.8%

Escorts High Yield Equity Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Small Cap segment and provided 11.66% annualized returns in the last 3 years. In the last 1 year, it gave -10.25% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -10.25% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma

Launch Date6 Jan 2013
Min Investment Amt1,000
Groww Rating1star
AUM5Cr
1Y Returns-10.3%

Escorts Growth Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 10.8% annualized returns in the last 3 years. In the last 1 year, it gave -2.46% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -2.46% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma

Launch Date6 Jan 2013
Min Investment Amt1,000
Groww Rating1star
AUM6Cr
1Y Returns-2.5%

Escorts Tax Plan - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in ELSS segment and provided 14.48% annualized returns in the last 3 years. In the last 1 year, it gave -5.24% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -5.24% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma, Shamil Mehra

Launch Date6 Jan 2013
Min Investment Amt500
Groww Rating1star
AUM8Cr
1Y Returns-5.2%

Escorts Leading Sectors Fund - Direct - Growth

Fund Performance: This fund has consistently beaten its benchmark in Mid Cap segment and provided 10.07% annualized returns in the last 3 years. In the last 1 year, it gave -8.14% returns.

Why to invest: The fund has consistently beaten other funds in same category along with its benchmark and provided -8.14% returns in the last 1 year. Groww rated this fund as 1 Star. This is one of the best Equity mutual fund in India.

Fund Manager: Sanjeev Sharma

Launch Date6 Jan 2013
Min Investment Amt1,000
Groww Rating1star
AUM4Cr
1Y Returns-8.1%

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What does investing in Escorts Equity Mutual Funds actually mean?

Suppose a mutual fund invests in ten stocks and total current market value of these stocks is 1.1 Crore. Out of this, the AMC deducts say, 0.1 Crore for operating the fund (this is known as the expense ratio). So the net value is 1 crore. Now the AMC will divide this 1 Crore into say, 10,000 parts. These parts are known as units. The cost of one unit is 1Cr/10,000 = Rs. 1000. This is known as the Net Asset Value (NAV) of the mutual fund. Suppose the AMC has set a minimum investment requirement of Rs. 500. Then if you pay Rs. 500, you will get 0.5 units of the fund. Remember that the cost of one unit is the cost when you made the purchase. Suppose after one year, the NAV has fallen to Rs. 700 per unit and you wish to exit the fund (also known as redemption), then you sell your 0.5 units back to the AMC and get 0.5 x Rs. 700 = Rs. 350 back. Yes, you invested Rs. 500 and got back Rs. 350 – a loss of 150 over a year. The point is, that you buy units at current NAV and sell units (fully or partially) at current NAV. This is what investing in mutual fund actually means.

How to invest in Escorts Mutual Funds on Groww?

One of the best ways to hedge against the small-cap volatility is to adopt a phased approach, also known as Systematic Investment Plan (SIP) approach. We are sure that you must be aware of SIP and its benefits. Buying in small quantity but buying regularly provides you with faster growth. On Groww.in, all transactions to and from AMC is done via BSE. When you decide to invest in a large cap mutual fund of your choice, you choose that mutual fund on the website and click ‘invest’. Following that, you are redirected to the BSE page where you make the payment. BSE then directs your money to the AMC managing your mutual fund. To be assured at your end, you can visit the individual AMC website after the payment. You would be able to see all your purchased units against your folio number.

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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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