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Escorts Growth Plan (D)

18.860 0.23 (1.20%)

NAV as on 23 Jun, 2017

CRISIL MF RANK

Not Ranked

Riskometer

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FUND FAMILY : Escorts Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2017) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 23 Jun, 2017)

Period Returns (%) Rank #
1 mth 3.2 23
3 mth 6.5 55
6 mth 20.6 68
1 year 18.2 73
2 year 12.5 18
3 year 19.2 17
5 year 28.5 6

# Moneycontrol Rank within 134 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 2.8 - - - -
2016 -14.5 8.3 3.9 -7.4 -8.0
2015 -4.5 -3.1 -0.4 7.6 3.2
2014 10.5 28.1 7.1 7.9 66.6
2013 -12.1 -0.1 -6.7 14.9 -2.9
2012 22.6 -4.1 7.5 5.8 37.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 3.2 6.6 10.9 8.6 12.5 19.2 28.5
Category avg 2.4 6.9 20.3 18.6 9.1 12.0 14.6
Difference of Fund returns and Category returns 0.8 -0.3 -9.4 -10.0 3.4 7.2 13.9
Best of category 6.0 15.5 33.1 37.2 16.6 22.6 29.7
Worst of category -0.4 -7.7 -7.6 -16.7 4.7 5.2 4.4
Benchmark returns # 2.0 5.4 19.9 15.8 6.9 8.5 13.4
Difference of Fund returns and Benchmark returns 1.2 1.2 -9.0 -7.2 5.6 10.7 15.1
# Benchmark Index: NIFTY 50

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 Dividend
Launch date Mar 21, 2001
Benchmark NIFTY 50
Asset Size (Rs cr) 5.12 (Mar-31-2017)
Minimum Investment Rs.1000
Last Dividend Rs.1.50 (Mar-01-2017) View Dividend History
Bonus N.A.
Fund Manager Sanjeev Sharma
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
Email help@escortsmutual.com
Website http://www.escortsmutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Blue Chip Fund - Direct (G) Rank 1
2,813.95 6.0 20.6 17.9 18.0 --
SBI Blue Chip Fund (G) Rank 1
8,582.51 5.7 20.0 16.6 16.8 20.7
Birla SL Frontline Eqty-Direct (G) Rank 2
3,401.29 6.0 21.2 21.1 15.2 --
HDFC Top 200 Fund - Direct (G) Rank 3
1,458.75 6.2 21.3 24.4 11.6 --
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.01 5.5 19.6 21.2 14.0 18.8
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Bharat Forge Manufacturing 0.47 8.26
Larsen Engineering 0.40 6.99
Thomas Cook Miscellaneous 0.35 6.22
Relaxo Footwear Cons NonDurable 0.33 5.75
Gulf Oil Lubric Chemicals 0.31 5.55
L&T Finance Banking/Finance 0.30 5.22
Grasim Conglomerates 0.29 5.10
ICICI Bank Banking/Finance 0.26 4.67
MphasiS Technology 0.25 4.33
Jyothy Labs Cons NonDurable 0.23 4.13

Full Portfolio

Sector Allocation (May 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 12.94 0.00 0.00
Manufacturing 11.46 0.00 0.00
Cons NonDurable 9.88 0.00 0.00
Conglomerates 9.70 0.00 0.00
Chemicals 8.32 0.00 0.00
Miscellaneous 7.94 0.00 0.00

View All Sectors

Asset Allocation (%)(May 31, 17)

Equity 83.28
Others 5.72
Debt 9.25
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.74

View All

Concentration

Holdings (%)
Top 5 32.77
Top 10 56.22
Sector (%)
Top 3 34.28

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