SENSEX NIFTY
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Escorts Tax Plan (G)

60.163 0.39 (0.66%)

NAV as on 04 Aug, 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 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 04 Aug, 2015)

Period Returns (%) Rank #
1 mth 2.9 30
3 mth 3.3 87
6 mth 2.3 70
1 year 30.7 21
2 year 39.2 31
3 year 19.0 46
5 year 3.3 46

# Moneycontrol Rank within 95 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 3.3 -3.1 - - -
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 2.9 3.3 2.3 30.7 39.2 19.0 3.3
Category avg 2.5 5.4 3.8 22.8 32.3 20.7 10.5
Difference of Fund returns and Category returns 0.4 -2.1 -1.5 7.9 6.9 -1.7 -7.2
Best of category 4.7 9.9 10.9 46.1 57.3 35.1 21.9
Worst of category -3.0 -1.8 -4.9 8.5 15.7 12.1 3.3
Benchmark returns # -0.1 2.2 -2.4 10.8 22.4 17.3 9.3
Difference of Fund returns and Benchmark returns 3.0 1.1 4.7 19.9 16.8 1.7 -6.0
# 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) 2.91 (Jun-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
4,996.45 4.5 5.7 33.2 34.3 21.9
Reliance Tax Saver (ELSS) (G) Rank 3
4,294.44 0.4 -1.7 24.6 30.7 18.3
HDFC Tax Saver (G) Rank 5
4,794.98 3.6 1.3 15.5 24.1 12.4
SBI Magnum Tax Gain (G) Rank 3
4,788.51 6.0 3.9 23.6 25.5 14.3
ICICI Pru Tax Plan (G) Rank 3
2,529.16 4.4 1.0 18.6 26.2 15.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Yes Bank Banking/Finance 0.40 13.10
Persistent Technology 0.27 8.99
SQS India BFSI Technology 0.22 7.25
City Union Bank Banking/Finance 0.21 7.01
V-Guard Ind Miscellaneous 0.19 6.18
Titan Company Miscellaneous 0.17 5.75
Accelya Kale Technology 0.15 5.04
Guj State Petro Oil & Gas 0.14 4.78
Havells India Engineering 0.14 4.55
Clariant Chemicals 0.12 4.00

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Banking/Finance 24.90 77.46 22.78
Technology 21.28 22.76 10.42
Miscellaneous 11.93 22.84 11.10
Engineering 5.18 7.10 0.78
Oil & Gas 4.78 8.14 3.63
Chemicals 4.00 9.84 3.66

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 83.93
Others 6.34
Debt 0.00
Mutual Funds N.A
Money Market 6.14
Cash / Call 3.59

View All

Concentration

Holdings (%)
Top 5 42.53
Top 10 66.65
Sector (%)
Top 3 58.11

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