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you are here: Moneycontrol Mutual Funds Large Cap Fund Escorts Mutual Fund Escorts Growth Plan (G)

Escorts Growth Plan (G)

Plan: | Option: Growth | Type : Open-Ended | AMFI Code: 100631
Fact Sheet Buy
181.770 0.85 ( 0.47 %)
NAV as on 14 Aug, 2018
Crisil MF Rank
Riskometer
N.A
FUND CLASS
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Not Ranked

The scheme is Not Ranked in Large Cap Fund category by Crisil (for quarter ended Jun 2018 ) from last quarter. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.

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Returns (NAV as on Aug 14, 2018)
Period Returns(%) Rank#
1 Month 2.8 52
3 Months 1.0 66
6 Months 1.0 66
1 Year 13.4 27
2 Years 15.8 18
3 Years 12.3 12
5 Years 24.2 6

# Moneycontrol Rank within 72 Large Cap Fund Schemes

*Returns over 1 year are Annualised

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

Absolute Returns (in %)
Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2018 -3.5 -1.0 - - -
2017 11.8 3.4 2.9 12.4 38.0
2016 -9.2 8.3 3.9 -7.4 -2.2
2015 3.7 -3.1 -0.4 7.6 12.0
2014 10.5 28.1 7.1 7.9 66.6
2013 -12.0 0.5 -6.7 14.9 -2.3

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Performance

Fund returns v/s Category average (Large Cap Fund)

* Returns over 1 year are Annualised
  1mth(%) 3mth(%) 6mth(%) 1yr(%) 2yr(%) 3yr(%) 5yr(%)
Fund Returns 2.8 1 1 13.4 15.8 12.3 24.2
Category average 2.7 3 3.9 12.3 13.1 10.4 17.4
Difference of Fund returns and Category returns 0.1 -2 -2.9 1.1 2.7 1.9 6.8
Best of Category 6.7 9.3 15.6 24.5 20.9 17 34.2
Worst of Category 1.2 -1.3 -3.2 3.6 8.3 4.8 12.9
Benchmark returns # 4.6 5.8 8.9 16.8 15 10.3 14.8
Difference of Fund returns and Benchmark returns -1.8 -4.8 -7.9 -3.4 0.8 2 9.4
# Benchmark Index: Nifty 50

Investment Information

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.

Registrars
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
peer comparison
Fund Crisil Rank Assets(Rs Cr.) Current NAV 3mth(%) 6mth(%) 1yr(%) 3yr(%) 5yr(%)
HDFC Top 100 Fund (G) 13,199.36 469.5 4.3 2.5 9.9 10.4 18.4
Reliance Large Cap Fund - Retail Plan (G) 6,975.55 33.7 3.9 2.4 12.8 10.3 20.9
HDFC Top 100 Fund - Direct Plan (G) 2,200.78 487.4 4.5 3.0 10.7 11.2 19.2
ICICI Prudential Bluechip Fund (G) 12,639.52 42 3.6 4.3 13.1 11.4 18.2
Reliance Large Cap Fund - Direct Plan (G) 948.49 35.4 4.1 2.9 14.1 11.5 22.0
*Returns over 1 year are Annualised

Portfolio

Top 10 Holdings As on Jun 30, 2018
Company Sector Value %Assets
Larsen Engineering 0.16 8.84
ITC Tobacco 0.08 7.68
Marico Cons NonDurable 0.08 4.27
Relaxo Footwear Cons NonDurable 0.19 4.17
SBI Life Insura Conglomerates 0.06 3.84
TV18 Broadcast Media 0.06 3.63
Tata Steel Metals & Mining 0.06 3.03
Asian Paints Chemicals 0.09 3.00
Grasim Conglomerates 0.09 2.97
Dhanuka Agritec Chemicals 0.06 2.93
Asset Allocation (%) As on Jun 30, 2018
Equity 83.03
Others 0.00
Debt 15.04
Mutual Funds 0.00
Money Market 0.00
Cash / Call 1.91
Sector Allocation (%) As on Jun 30, 2018
Sector %
Conglomerates 9.37
Banking/Finance 9.35
Engineering 8.84
Cons NonDurable 8.44
Chemicals 8.05
Tobacco 7.68
Concentration As on Jun 30, 2018
Holdings %
Top 5 28.8
Top 10 83.03
Sectors %
Top 3 27.56
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