Escorts Growth Plan (G)
Fund Family Escorts Mutual Fund
Fund Class Large Cap
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Performance
Investment Info
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Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -8.8 | 81 |
| 3 mth | -6.7 | 63 |
| 6 mth | 2.5 | 30 |
| 1 year | -14.5 | 74 |
| 2 year | -9.4 | 72 |
| 3 year | 2.8 | 59 |
| 5 year | - | 42 |
# Moneycontrol Rank within Large Cap Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | 22.6 | - | - | - | - |
| 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 |
| 2007 | -8.0 | 26.8 | 21.1 | 27.3 | 76.9 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Large Cap)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -8.8 | -6.7 | 2.5 | -14.5 | -9.4 | 2.8 | -- |
| Category avg | -4.5 | -5.2 | 1.7 | -6.9 | 0.4 | 6.0 | 2.0 |
| Difference of Fund returns and Category returns | -4.3 | -1.5 | 0.8 | -7.6 | -9.8 | -3.2 | -- |
| Best of category | 0.2 | 1.7 | 9.5 | 0.3 | 8.4 | 15.5 | 12.5 |
| Worst of category | -8.8 | -8.7 | -4.1 | -16.6 | -14.7 | -9.6 | -2.0 |
| Benchmark returns # | -5.4 | -6.8 | 4.5 | -8.0 | 1.2 | 5.1 | 3.0 |
| Difference of Fund returns and Benchmark returns | -3.4 | 0.1 | -2.0 | -6.5 | -10.6 | -2.3 | -- |
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 | S&P CNX NIFTY |
| Asset Size (Rs cr) | 5.23 (Mar-31-2012) |
| 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 |
| help@escortsmutual.com | |
| Website | http://www.escortsmutual.com |
Peer Comparison
| Large Cap | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Franklin India Bluechip (G) | Rank 2 |
4,516.35 | -6.9 | 0.5 | -5.6 | 12.0 | 7.4 |
| DSP-BR Top 100 Equity - IP (G) | Not Ranked |
139.06 | -6.2 | 4.0 | -4.5 | 11.7 | 5.6 |
| DSP-BR Top 100 Equity - RP (G) | Rank 2 |
3,109.35 | -6.3 | 3.8 | -4.9 | 11.2 | 8.0 |
| Fidelity Equity Fund (G) | Rank 1 |
3,401.12 | -6.0 | 0.1 | -7.8 | 13.3 | 6.5 |
| Kotak 50 (G) | Rank 3 |
828.44 | -6.3 | -0.4 | -7.7 | 7.8 | 4.6 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| SPIC | Chemicals | - | 5.47 |
| Alembic Pharma | Pharmaceuticals | - | 5.07 |
| Kalyani Invest | Banking/Finance | - | 5.05 |
| Duncans Ind | Food & Beverage | - | 3.94 |
| Oriental Bank | Banking/Finance | - | 3.66 |
| Suzlon Energy | Engineering | - | 3.39 |
| Ranbaxy Labs | Pharmaceuticals | - | 3.28 |
| Sundaram-Clayto | Automotive | - | 3.16 |
| Mah Seamless | Metals & Mining | - | 3.16 |
| Patel Eng | Cement | - | 2.99 |
Sector Allocation (Apr 30, 12)
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 14.63 | 25.54 | 14.63 |
| Pharmaceuticals | 11.01 | 11.01 | 4.29 |
| Automotive | 5.52 | 12.71 | 2.92 |
| Chemicals | 5.47 | 9.99 | 5.10 |
| Food & Beverage | 3.94 | 6.38 | 3.94 |
| Engineering | 3.39 | 16.25 | 3.39 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 52.80 |
| Others | 38.66 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 8.54 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 23.19 |
| Top 10 | 39.17 |
| Sector | (%) |
|---|---|
| Top 3 | 31.16 |
News & Videos
News
Escort Mutual Fund declares dividend under various schemes
Escorts Mutual Fund has fixed April 5, 2012 as the record date for declaration of dividend under the ...
Mar 31, 2012 at 15:36 | Source: Moneycontrol.com
-
NAVs advanced as market closed higher
Equity funds recovered smartly in the previous trading session owing to bulk buying by the investors ...
Feb 29, 2012 at 9:39 | Source: Moneycontrol.com
-
Volatile market cause NAVs to end lower
It was a volatile session in the market! The downtrend in global markets had negatively impacted mar ...
Feb 11, 2012 at 11:21 | Source: Moneycontrol.com
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