SENSEX NIFTY
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Escorts Tax Plan (G)

59.240 0.7 (1.18%)

NAV as on 17 Apr, 2015

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Escorts Mutual Fund FUND CLASS : ELSS
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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 17 Apr, 2015)

Period Returns (%) Rank #
1 mth 0.4 15
3 mth -0.6 74
6 mth 20.9 17
1 year 52.4 26
2 year 34.7 26
3 year 14.5 46
5 year 4.7 44

# Moneycontrol Rank within 94 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.3 - - - -
2014 7.5 17.1 13.3 12.1 -
2013 -15.4 -1.1 -2.4 9.2 -8.4
2012 19.1 -5.8 4.4 -1.2 18.8
2011 -13.1 0.7 -15.7 -16.9 -39.2
2010 -3.1 5.7 12.9 -5.9 9.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.4 -0.6 20.9 52.4 34.7 14.5 4.7
Category avg -0.9 1.6 15.2 42.1 28.8 19.7 11.2
Difference of Fund returns and Category returns 1.3 -2.2 5.7 10.3 5.9 -5.2 -6.5
Best of category 2.4 8.5 26.6 72.0 49.6 34.8 23.7
Worst of category -3.5 -4.0 3.3 10.2 12.1 10.2 4.2
Benchmark returns # -1.3 0.6 10.6 26.9 23.0 17.6 10.6
Difference of Fund returns and Benchmark returns 1.7 -1.2 10.3 25.5 11.7 -3.1 -5.9
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

An open-ended Equity Linked Savings Scheme, with the investment objective to generate capital appreciation by investing predominantly in a well-diversified portfolio of Equity Shares with growth potential, has been performing considerably well.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 2000
Benchmark CNX NIFTY
Asset Size (Rs cr) 3.11 (Mar-31-2015)
Minimum Investment Rs.500
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 0.00%
Load Comments N.A.

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

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain (G) Rank 3
5,212.24 2.2 14.8 43.9 24.7 14.7
HDFC Tax Saver (G) Rank 4
8,416.23 -0.1 10.6 40.8 22.3 14.6
Reliance Tax Saver (ELSS) (G) Rank 1
4,094.47 0.8 15.5 67.1 30.2 20.8
Axis Long Term Equity Fund (G) Rank 1
4,161.99 4.1 23.9 62.7 34.8 23.7
ICICI Pru Tax Plan (G) Rank 3
2,477.60 1.9 11.3 42.8 26.9 16.6
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 0.37 11.64
Persistent Technology 0.31 9.68
City Union Bank Banking/Finance 0.21 6.47
Titan Company Miscellaneous 0.20 6.31
V-Guard Ind Miscellaneous 0.19 5.97
Accelya Kale Technology 0.15 4.83
Guj State Petro Oil & Gas 0.14 4.56
Havells India Engineering 0.14 4.32
Clariant Chemicals 0.13 3.97
SQS India BFSI Technology 0.12 3.85

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Banking/Finance 22.78 77.46 22.78
Technology 18.36 22.76 9.18
Miscellaneous 12.28 22.84 7.97
Engineering 5.04 7.10 0.78
Oil & Gas 4.56 8.14 3.34
Chemicals 3.97 9.84 2.97

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 75.24
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.63
Cash / Call 24.13

View All

Concentration

Holdings (%)
Top 5 40.07
Top 10 61.60
Sector (%)
Top 3 53.42

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