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Escorts Tax Plan (G)

78.043 0.37 (0.47%)

NAV as on 28 Mar, 2017

CRISIL MF RANK

Not Ranked

Riskometer

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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 Dec 2016) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 28 Mar, 2017)

Period Returns (%) Rank #
1 mth 1.8 80
3 mth 13.6 73
6 mth 4.7 43
1 year 33.1 16
2 year 16.4 5
3 year 27.9 2
5 year 16.4 27

# Moneycontrol Rank within 111 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -3.3 15.6 6.5 -6.3 12.9
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

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 (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.8 13.6 4.7 33.1 16.4 27.9 16.4
Category avg 2.5 13.7 4.0 23.7 7.6 15.1 12.1
Difference of Fund returns and Category returns -0.7 -0.1 0.7 9.4 8.8 12.8 4.3
Best of category 4.5 20.2 10.8 43.0 19.5 28.3 22.8
Worst of category -0.2 -7.3 -7.3 -10.8 -0.5 6.7 8.3
Benchmark returns # 3.0 12.8 6.4 20.4 3.8 10.9 12.0
Difference of Fund returns and Benchmark returns -1.2 0.8 -1.7 12.7 12.6 17.0 4.4
# 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) 3.47 (Dec-31-2016)
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 4
9,956.36 14.5 2.8 19.2 21.6 22.8
Axis Long Term Equity - Direct (G) Rank 4
552.73 14.8 3.4 20.5 23.1 --
Reliance Tax Saver (ELSS) (G) Rank 3
5,579.17 16.7 7.4 29.6 24.3 21.2
Reliance Tax Saver(ELSS)-Direct (G) Rank 3
311.42 17.0 7.9 30.7 25.3 --
HDFC Tax Saver - Direct (G) Rank 4
295.69 16.1 9.8 34.5 19.4 --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 17)

Equity Sector Value
(Rs cr)
Asset %
V-Guard Ind Miscellaneous 0.45 8.35
City Union Bank Banking/Finance 0.30 5.49
Kotak Mahindra Banking/Finance 0.28 5.24
ITC Tobacco 0.26 4.83
Accelya Kale Technology 0.24 4.46
Coal India Metals & Mining 0.23 4.15
Aditya Birla F Retail & Real Estate 0.22 4.14
Persistent Technology 0.22 4.05
SQS India BFSI Technology 0.20 3.60
Guj State Petro Oil & Gas 0.19 3.41

Full Portfolio

Sector Allocation (Feb 28, 17)

Sector %

1-Year

HighLow

Banking/Finance 21.02 46.86 24.07
Miscellaneous 12.90 27.36 13.20
Technology 12.11 46.78 23.80
Metals & Mining 6.99 0.00 0.00
Pharmaceuticals 5.79 15.18 7.07
Tobacco 4.83 2.48 2.48

View All Sectors

Asset Allocation (%)(Feb 28, 17)

Equity 80.91
Others 4.69
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 14.40

View All

Concentration

Holdings (%)
Top 5 28.37
Top 10 47.72
Sector (%)
Top 3 46.03

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