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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -2.9 | 5 |
| 3 mth | 1.8 | 50 |
| 6 mth | -9.3 | 81 |
| 1 year | 8.1 | 71 |
| 2 year | -3.0 | 77 |
| 3 year | -4.6 | 71 |
| 5 year | 0.1 | 55 |
# Moneycontrol Rank within 84 Large Cap Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -12.0 | - | - | - | - |
| 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 |
| 2009 | -14.6 | 58.1 | 14.0 | 8.3 | 67.6 |
| 2008 | -27.6 | -14.5 | -20.9 | -18.1 | -59.9 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -2.9 | 1.8 | -9.3 | 8.1 | -3.0 | -4.6 | 0.1 |
| Category avg | -4.5 | 2.2 | -3.2 | 12.3 | 4.2 | 2.6 | 4.6 |
| Difference of Fund returns and Category returns | 1.6 | -0.4 | -6.1 | -4.2 | -7.2 | -7.2 | -4.5 |
| Best of category | 7.2 | 7.1 | 4.2 | 24.6 | 10.6 | 8.8 | 14.7 |
| Worst of category | -7.2 | -0.4 | -10.9 | 0.7 | -3.0 | -7.9 | -13.7 |
| Benchmark returns # | -5.4 | 1.3 | -1.8 | 14.1 | 5.2 | 2.8 | 5.3 |
| Difference of Fund returns and Benchmark returns | 2.5 | 0.5 | -7.5 | -6.0 | -8.2 | -7.4 | -5.2 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Mar 21, 2001 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 4.35 (Mar-30-2013) |
| 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 |
| 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 |
| Regd. Office | 11, Scindia House, K G Marg, Connaught Circus, New Delhi , 110001 |
|---|---|
| Tel. No. | 3351343, 3321654, 5177 |
| Fax No. | 91 11 3761495 |
| help@escortsmutual.com | |
| Website | http://www.escortsmutual.com |
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Top 200 Fund (G) | Rank 3 |
11,958.80 | 1.5 | -5.3 | 10.7 | 3.6 | 11.4 |
| Franklin India Bluechip (G) | Rank 3 |
4,312.21 | 1.7 | -2.9 | 12.6 | 5.1 | 10.8 |
| UTI Opportunities Fund (G) | Rank 1 |
1,846.15 | 3.0 | -3.8 | 11.9 | 8.4 | 13.5 |
| DSP-BR Top 100 Equity - RP (G) | Rank 3 |
3,379.26 | 1.2 | -6.8 | 9.2 | 3.6 | 8.8 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
141.29 | 1.3 | -6.5 | 9.8 | 4.1 | 9.4 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| NTPC | Utilities | 0.28 | 7.51 |
| Glenmark | Pharmaceuticals | 0.20 | 5.39 |
| Sundaram-Clayto | Automotive | 0.18 | 4.80 |
| Reliance | Oil & Gas | 0.16 | 4.29 |
| Sundram | Manufacturing | 0.15 | 4.08 |
| Talwalkars Fitn | Miscellaneous | 0.14 | 3.77 |
| StanChart IDR | Banking/Finance | 0.14 | 3.75 |
| TV18 Broadcast | Media | 0.14 | 3.72 |
| Larsen | Engineering | 0.14 | 3.61 |
| Cox & Kings | Miscellaneous | 0.13 | 3.39 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 12.27 | 16.02 | 6.44 |
| Engineering | 10.33 | 13.00 | 7.69 |
| Utilities | 7.53 | 7.68 | 7.53 |
| Automotive | 7.17 | 7.17 | 6.25 |
| Miscellaneous | 7.16 | 10.05 | 7.16 |
| Manufacturing | 6.82 | 11.64 | 6.69 |
| Equity | 74.66 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 25.34 |
| Holdings | (%) |
|---|---|
| Top 5 | 26.07 |
| Top 10 | 44.31 |
| Sector | (%) |
|---|---|
| Top 3 | 30.13 |
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