SENSEX NIFTY
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Escorts Growth Plan (G)

130.600 1.59 (1.23%)

NAV as on 27 May, 2016

CRISIL MF RANK

Not Ranked

Riskometer

N.A

N.A

FUND FAMILY : Escorts Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2016) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 27 May, 2016)

Period Returns (%) Rank #
1 mth 2.8 80
3 mth 18.8 13
6 mth 0.1 105
1 year 7.6 5
2 year 19.5 7
3 year 25.4 4
5 year 13.5 9

# Moneycontrol Rank within 133 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -9.2 - - - -
2015 3.7 -3.1 -0.4 7.6 12.0
2014 10.5 28.1 7.1 7.9 66.6
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

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 2.8 18.8 0.1 7.6 19.5 25.4 13.5
Category avg 2.9 14.8 1.3 -0.6 9.3 13.4 8.9
Difference of Fund returns and Category returns -0.1 4.0 -1.2 8.2 10.2 12.0 4.6
Best of category 8.2 30.0 5.9 15.5 27.6 27.6 17.6
Worst of category -0.4 -7.7 -7.6 -16.7 -0.3 6.0 4.4
Benchmark returns # 2.2 16.7 2.7 -2.1 5.6 10.3 8.3
Difference of Fund returns and Benchmark returns 0.6 2.1 -2.6 9.7 13.9 15.1 5.2
# 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) 8.90 (Dec-31-2015)
Minimum Investment Rs.1000
Last Dividend Rs.1.00 (Feb-29-2016) 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 (%)
Birla SL Frontline Eqty-Direct (G) Not Ranked
1,400.59 17.2 4.2 3.0 18.5 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 17.2 1.7 1.6 16.7 13.6
Birla SL Frontline Equity (G) Rank 2
8,774.26 16.9 3.6 2.0 17.4 13.9
ICICI Pru Focused Bluechip Eqty (G) Rank 3
8,359.90 17.0 1.2 0.6 15.6 12.6
HDFC Top 200 Fund - Direct (G) Not Ranked
1,021.49 21.7 -0.5 -2.1 14.1 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 29, 16)

Equity Sector Value
(Rs cr)
Asset %
SQS India BFSI Technology 0.68 9.73
Infosys Technology 0.37 5.36
Thomas Cook Miscellaneous 0.36 5.18
Relaxo Footwear Cons NonDurable 0.34 4.87
Gulf Oil Lubric Chemicals 0.29 4.17
Jyothy Labs Cons NonDurable 0.26 3.66
Cox & Kings Miscellaneous 0.22 3.21
Mazda Engineering 0.22 3.17
Sintex Ind Conglomerates 0.21 2.95
L&T Finance Banking/Finance 0.20 2.87

Full Portfolio

Sector Allocation (Apr 29, 16)

Sector %

1-Year

HighLow

Technology 18.02 22.99 17.08
Banking/Finance 16.04 15.79 14.06
Miscellaneous 12.77 13.04 5.26
Cons NonDurable 8.53 7.33 2.59
Engineering 5.41 5.96 5.16
Chemicals 4.17 4.06 3.29

View All Sectors

Asset Allocation (%)(Apr 29, 16)

Equity 83.97
Others 7.92
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 8.11

View All

Concentration

Holdings (%)
Top 5 29.31
Top 10 45.17
Sector (%)
Top 3 46.83

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