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Escorts Tax Plan (G)

58.527 0.42 (0.73%)

NAV as on 08 Feb, 2016

CRISIL MF RANK

Not Ranked

Riskometer

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 Nov 1999) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 08 Feb, 2016)

Period Returns (%) Rank #
1 mth -5.0 56
3 mth 1.7 2
6 mth -2.1 2
1 year 0.8 4
2 year 31.7 5
3 year 18.0 21
5 year 6.5 44

# Moneycontrol Rank within ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.3 -3.1 -4.6 10.5 9.8
2014 7.5 17.1 13.3 12.1 60.6
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

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 -5.0 1.7 -2.1 0.8 31.7 18.0 6.5
Category avg -4.8 -6.0 -12.9 -6.5 18.7 12.7 9.3
Difference of Fund returns and Category returns -0.2 7.7 10.8 7.3 13.0 5.3 -2.8
Best of category -1.9 1.8 -1.9 1.0 33.4 27.7 21.0
Worst of category -9.1 -11.3 -21.7 -16.3 2.5 4.6 4.0
Benchmark returns # -2.8 -6.7 -13.4 -13.4 10.5 7.8 6.8
Difference of Fund returns and Benchmark returns -2.2 8.4 11.3 14.2 21.2 10.2 -0.3
# Benchmark Index: NIFTY 50

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 NIFTY 50
Asset Size (Rs cr) 2.78 (Sep-30-2015)
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 (%)
Axis Long Term Equity Fund (G) Rank 1
5,771.56 -2.4 -9.6 -0.9 26.2 21.0
SBI Magnum Tax Gain (G) Rank 4
4,769.84 -8.9 -15.3 -9.0 15.5 12.7
HDFC Tax Saver (G) Rank 5
4,720.48 -11.3 -18.5 -15.1 11.8 9.0
Reliance Tax Saver (ELSS) (G) Rank 3
4,269.54 -7.7 -15.2 -14.2 20.4 16.6
ICICI Pru Long Term Equity (Tax Svng)-G Rank 3
2,606.56 -5.1 -7.9 -4.9 18.2 14.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Dec 31, 15)

Equity Sector Value
(Rs cr)
Asset %
SQS India BFSI Technology 0.36 13.00
Yes Bank Banking/Finance 0.27 9.68
Persistent Technology 0.20 7.41
City Union Bank Banking/Finance 0.17 6.33
V-Guard Ind Miscellaneous 0.17 6.31
Guj State Petro Oil & Gas 0.15 5.49
AB Nuvo Conglomerates 0.14 5.25
Accelya Kale Technology 0.14 5.05
Jamna Auto Automotive 0.13 4.66
Thomas Cook Miscellaneous 0.10 3.61

Full Portfolio

Sector Allocation (Dec 31, 15)

Sector %

1-Year

HighLow

Technology 25.46 25.46 18.36
Banking/Finance 22.51 24.90 22.51
Miscellaneous 12.59 12.59 11.93
Oil & Gas 5.49 5.49 4.56
Conglomerates 5.25 5.25 5.25
Automotive 4.66 4.66 4.66

View All Sectors

Asset Allocation (%)(Dec 31, 15)

Equity 85.01
Others 8.04
Debt 0.00
Mutual Funds N.A
Money Market 2.53
Cash / Call 4.42

View All

Concentration

Holdings (%)
Top 5 42.73
Top 10 66.79
Sector (%)
Top 3 60.56

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