SENSEX NIFTY
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Escorts Growth Plan (G)

122.789 1.42 (1.17%)

NAV as on 29 May, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  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 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 29 May, 2015)

Period Returns (%) Rank #
1 mth 2.4 102
3 mth -2.5 14
6 mth 5.4 19
1 year 34.1 12
2 year 36.4 4
3 year 27.9 4
5 year 10.9 43

# Moneycontrol Rank within 141 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.7 - - - -
2014 10.5 28.1 7.1 7.9 -
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

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 2.4 -2.5 5.4 34.1 36.4 27.9 10.9
Category avg 2.9 -4.3 1.9 23.2 22.1 19.8 10.0
Difference of Fund returns and Category returns -0.5 1.8 3.5 10.9 14.3 8.1 0.9
Best of category 5.7 4.5 11.8 51.2 38.8 35.4 16.8
Worst of category 1.1 -9.5 -5.8 8.4 9.3 10.1 6.2
Benchmark returns # 2.4 -5.3 -1.4 16.6 17.5 19.1 10.6
Difference of Fund returns and Benchmark returns 0.0 2.8 6.8 17.5 18.9 8.8 0.3
# 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) 7.47 (Mar-31-2015)
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 - Direct (G) Not Ranked
771.24 -5.4 -3.3 17.4 -- --
HDFC Top 200 Fund (G) Rank 5
13,213.39 -5.5 -3.6 16.7 22.3 13.1
Birla SL Frontline Equity (G) Rank 3
7,900.44 -4.4 2.7 25.9 27.8 15.5
Birla SL Frontline Eqty-Direct (G) Not Ranked
698.43 -4.2 3.2 27.0 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
735.53 -4.9 1.1 24.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Apr 30, 15)

Equity Sector Value
(Rs cr)
Asset %
Sterling H Res Services 0.70 8.28
SQS India BFSI Technology 0.63 7.49
Infosys Technology 0.40 4.73
Glenmark Pharmaceuticals 0.39 4.65
Cox & Kings Miscellaneous 0.37 4.39
Gulf Oil Lubri Chemicals 0.29 3.43
Sintex Ind Conglomerates 0.28 3.27
Gujarat Pipavav Services 0.25 2.98
Larsen Engineering 0.24 2.90
Mazda Engineering 0.24 2.81

Full Portfolio

Sector Allocation (Apr 30, 15)

Sector %

1-Year

HighLow

Technology 18.34 29.34 4.81
Banking/Finance 15.23 23.96 9.69
Services 11.26 16.60 8.03
Pharmaceuticals 7.81 15.08 6.14
Miscellaneous 5.76 9.76 1.64
Engineering 5.71 17.56 5.70

View All Sectors

Asset Allocation (%)(Apr 30, 15)

Equity 80.56
Others 6.00
Debt 0.00
Mutual Funds N.A
Money Market 8.42
Cash / Call 5.02

View All

Concentration

Holdings (%)
Top 5 29.54
Top 10 44.93
Sector (%)
Top 3 44.83

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