SENSEX NIFTY
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Escorts Growth Plan (G) SET SMS ALERT

108.249
0.68 (0.64%)
NAV as on Sep-02-2014
NAV as on Sep-02-2014

Fund Family Escorts Mutual Fund

Fund Class Large Cap

ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) 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 Sep-02-2014)

Period Returns (%) Rank #
1 mth 5.2 101
3 mth 15.2 8
6 mth 52.0 4
1 year 88.8 4
2 year 34.5 2
3 year 19.5 18
5 year 12.4 34

# Moneycontrol Rank within 155 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.5 28.1 - - -
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 5.2 15.2 52.0 88.8 34.5 19.5 12.4
Category avg 5.6 10.1 32.4 53.9 13.2 8.7 5.8
Difference of Fund returns and Category returns -0.4 5.1 19.6 34.9 21.3 10.8 6.6
Best of category 8.3 27.7 58.6 90.8 35.4 23.8 19.2
Worst of category 2.6 3.9 -63.9 -58.5 12.4 8.0 3.1
Benchmark returns # 5.2 9.8 29.9 45.6 24.0 17.1 11.9
Difference of Fund returns and Benchmark returns 0.0 5.4 22.1 43.2 10.5 2.4 0.5
# 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) 3.72 (Jun-30-2014)
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 3
11,265.42 8.8 43.5 74.1 19.9 16.1
HDFC Top 200 Fund - Direct (G) Not Ranked
391.94 9.0 43.9 75.0 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 10.9 35.0 58.2 21.6 18.3
ICICI Pru Focused. Blue -Direct (G) Not Ranked
304.12 11.1 35.6 59.4 -- --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
1.78 11.1 35.6 59.6 22.6 19.2
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Jul 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Sterling H Res Services 0.34 6.20
Glenmark Pharmaceuticals 0.29 5.32
Larsen Engineering 0.23 4.13
Goodyear Automotive 0.22 4.09
Sintex Ind Conglomerates 0.21 3.88
Axis Bank Banking/Finance 0.20 3.59
Shree Renuka Food & Beverage 0.17 3.16
Mazda Engineering 0.17 3.06
Yes Bank Banking/Finance 0.16 2.98
Ranbaxy Labs Pharmaceuticals 0.16 2.87

Full Portfolio

Sector Allocation (Jul 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 12.76 27.74 12.76
Engineering 9.91 12.33 7.56
Pharmaceuticals 8.19 13.80 8.19
Services 8.03 9.31 1.09
Food & Beverage 5.98 9.52 5.98
Automotive 5.16 7.91 4.94

View All Sectors

Asset Allocation (%)(Jul 31, 14)

Equity 70.40
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 10.92
Cash / Call 18.68

View All

Concentration

Holdings (%)
Top 5 23.62
Top 10 39.28
Sector (%)
Top 3 30.86

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