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Escorts Growth Plan (G) SET SMS ALERT

82.134
0.23 (0.28%)
NAV as on Apr-23-2014

Fund Family Escorts Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Apr-23-2014)

Period Returns (%) Rank #
1 mth 7.7 4
3 mth 17.7 2
6 mth 24.7 2
1 year 26.9 2
2 year 12.0 62
3 year 3.5 59
5 year 16.1 28

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.5 - - - -
2013 -12.0 0.5 -6.7 14.9 -2.3
2012 22.6 -4.1 7.5 5.6 37.6
2011 -12.9 -0.3 -14.3 -13.8 -35.6
2010 1.1 6.5 12.0 -5.6 15.7
2009 -14.6 58.1 14.0 8.3 67.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 7.7 17.7 24.7 26.9 12.0 3.5 16.1
Category avg 4.4 9.2 11.8 16.1 7.2 2.9 6.4
Difference of Fund returns and Category returns 3.3 8.5 12.9 10.8 4.8 0.6 9.7
Best of category 8.4 17.9 25.0 27.0 20.2 11.5 24.0
Worst of category 1.8 -67.2 -66.7 -66.5 7.2 1.1 9.0
Benchmark returns # 4.9 7.5 9.9 16.8 14.5 5.1 15.4
Difference of Fund returns and Benchmark returns 2.8 10.2 14.8 10.1 -2.5 -1.6 0.7
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The scheme invests in well-researched stocks with a judicious mix of Large Cap and Mid Cap. Special emphasis is made to discover and invest in undervalued stocks with potential to outperform index on its own business streangth at any given time. Due care is also taken to diversify the portfolio across sectors and stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 21, 2001
Benchmark CNX NIFTY
Asset Size (Rs cr) 2.89 (Dec-31-2013)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Archit Singhal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment

Contact Details

Regd. Office 11, Scindia House, K G Marg, Connaught Circus, New Delhi , 110001
Tel. No. 3351343, 3321654, 5177
Fax No. 91 11 3761495
Email help@escortsmutual.com
Website http://www.escortsmutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
10,309.58 14.4 19.4 19.2 6.3 19.7
ICICI Pru Focused Bluechip Eqty (G) Rank 2
4,570.93 9.9 12.1 21.0 8.6 20.9
Franklin India Bluechip (G) Rank 3
4,158.46 8.3 11.0 13.3 6.0 17.6
Birla SL Frontline Equity (G) Rank 2
3,515.55 11.3 14.2 20.1 9.3 20.1
UTI Opportunities Fund (G) Rank 2
3,446.50 9.1 10.8 17.0 9.4 20.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Glenmark Pharmaceuticals 0.09 9.02
Sundram Manufacturing 0.06 6.25
Larsen Engineering 0.06 5.99
Yes Bank Banking/Finance 0.05 5.48
Cox & Kings Miscellaneous 0.05 5.04
Tata Global Bev Food & Beverage 0.05 5.03
Goodyear Automotive 0.05 4.91
Sun Pharma Pharmaceuticals 0.05 4.64
Infosys Technology 0.04 4.13
Mazda Engineering 0.03 3.48

Full Portfolio

Sector Allocation (Feb 28, 14)

Sector %

1-Year

HighLow

Pharmaceuticals 13.66 13.80 10.04
Banking/Finance 13.65 27.74 11.56
Engineering 10.85 10.85 6.59
Technology 8.84 13.06 2.10
Automotive 6.63 7.91 2.96
Food & Beverage 6.31 7.82 3.02

View All Sectors

Asset Allocation (%)(Feb 28, 14)

Equity 85.70
Others 0.00
Debt 2.69
Mutual Funds N.A
Money Market 0.00
Cash / Call 11.61

View All

Concentration

Holdings (%)
Top 5 31.78
Top 10 53.97
Sector (%)
Top 3 38.16

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