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Essel Equity Hybrid Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : Essel Mutual Fund

Returns (NAV as on 18th October, 2019)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 11-Oct-19 10227.40 2.27% - 2.03% 23/35
1 Month 18-Sep-19 10559.80 5.60% - 4.88% 15/34
3 Month 18-Jul-19 10252.60 2.53% - 0.43% 13/33
6 Month 18-Apr-19 10192.50 1.93% - -0.05% 14/33
YTD 01-Jan-19 10851.90 8.52% - 0.61% 13/33
1 Year 17-Oct-18 11450.00 14.50% 14.46% 9.36% 8/31
Since Inception 29-Jun-18 11135.00 11.35% 8.59% 10.55% 32/34

SIP Returns (NAV as on 18th October, 2019)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 17-Oct-18 12000 12753.96 6.28 % 11.81 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.98% 5.32% 1.46% 1.12% 2.35% 13.95% 0.00% 0.00% 0.00%
Nifty 50 1.07% 7.11% -0.87% -1.70% -0.32% 10.84% 6.40% 10.79% 8.29%
Benchmark: Nifty 50 0.79% 4.53% 0.10% 1.27% 2.08% 11.57% 6.13% 9.68% 10.02%
Category Average 0.73% 4.88% 0.43% -0.05% 0.61% 9.36% 3.31% 7.48% 9.38%
Category Rank 2/35 15/34 13/33 14/33 13/33 8/31 0/0 0/0 0/0
Best in Category 1.10% 8.21% 6.58% 8.64% 9.90% 19.97% 9.62% 11.83% 12.51%
Worst in Category 0.00% 1.13% -4.44% -14.85% -14.74% -9.63% -6.30% 1.72% 3.49%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q1 - 2019 5.51% 6.96% 6.13% 4.88%
Q4 - 2018 2.18% -1.32% -0.78% 0.96%
Q4 - 2019 1.32% 2.66% 2.68% 1.79%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2019 0.96% 1.68% 1.06% -0.26%
Q3 - 2018 -0.58% 3.29% 2.44% -3.35%
Q3 - 2019 0.61% -3.30% -2.88% 1.51%

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