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Escorts Balanced Fund-Growth Option

Category: Hybrid Debt Oriented Funds
Launch Date: 21-03-2001
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: -
Status: Open Ended Schemes(Balanced) for subscription
Minimum Investment: 500.0
Minimum Topup: 0.0
Total Assets: 2 Cr As on (30-09-2017)
Turn over: -
NAV as on 23-02-2018

129.7206

1.3 (1.0001%)

CAGR Since Inception

16.33%

PERFORMANCE of Escorts Balanced Fund-Growth Option

Scheme Performance (%)

Data as on - 23-02-2018

Yearly Performance (%)

Fund Managers

Mr.. Sanjeev Sharma

Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.

Investment Objective

The scheme seeks to provide long term capital appreciation and current income with a mix of fixed income securities and equity instruments.

RETURNS CALCULATOR for Escorts Balanced Fund-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Escorts Balanced Fund-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Balanced Fund-Growth Option 9.49 0.93 -4.7 1.65 - -
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of Escorts Balanced Fund-Growth Option

Period
Data as on - 23-02-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Escorts Balanced Fund-Growth Option 21-03-2001 16.37 17.09 8.01 17.54 7.57
Escorts Opportunities Fund-Growth 26-02-2001 20.9 14.44 8.61 12.93 6.25
Indiabulls Monthly Income Plan-Regular Plan-Growth Option 02-12-2015 18.74 13.49 0.0 0.0 0.0
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 13.57 15.48 7.78 12.34 4.73
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 13.57 15.48 7.78 12.34 4.73
BOI AXA Regular Return Fund-ECO Plan-Growth 18-03-2009 11.08 12.43 9.07 10.13 0.0
BOI AXA Regular Return Fund-Regular Plan-Growth 18-03-2009 10.76 12.18 8.91 10.04 0.0
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 9.42 13.88 8.8 11.45 9.38
HDFC Multiple Yield Fund - Plan 2005-Growth 17-08-2005 9.16 11.41 8.02 10.4 9.83
Axis Income Saver -Growth Option 16-07-2010 9.03 8.7 6.56 9.39 0.0

PORTFOLIO ANALYSIS of Escorts Balanced Fund-Growth Option

Asset Allocation (%)

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