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Escorts Growth Plan-Growth Option

Category: Equity Funds Mid and Small Cap
Launch Date: 21-03-2001
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: -
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 5 Cr As on (30-09-2017)
Turn over: -
NAV as on 19-04-2018

180.5917

0.84 (0.4625%)

CAGR Since Inception

18.45%

Nifty 50 Index 13.94%

PERFORMANCE of Escorts Growth Plan-Growth Option

Scheme Performance (%)

Data as on - 19-04-2018

Yearly Performance (%)

Fund Managers

Mr.. Sanjeev Sharma

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

Investment Objective

The scheme aims at providing long term capital appreciation and generating income with a diversified equity portfolio with growth potential.

RETURNS CALCULATOR for Escorts Growth Plan-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 Growth Plan-Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Growth Plan-Growth Option 14.36 0.86 0.94 0.82 - -
Equity Funds Mid and Small Cap - - - - - -

PEER COMPARISION of Escorts Growth Plan-Growth Option

Period
Data as on - 19-04-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Escorts Growth Plan-Growth Option 21-03-2001 20.17 18.57 12.78 22.94 9.49
SBI Smal & Midcap - Regular Plan - Growth 09-09-2009 37.68 33.25 23.43 36.72 0.0
HDFC Small Cap Fund - Regular Growth Plan 03-04-2008 35.87 33.21 20.78 25.67 16.25
L&T Emerging Businesses Fund - Regular Plan - Growth 05-05-2014 29.92 38.94 24.25 0.0 0.0
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 27.23 0.0 0.0 0.0 0.0
Axis Midcap Fund - Growth 18-02-2011 26.39 20.6 11.09 23.14 0.0
Reliance Small Cap Fund - Growth Plan - Growth Option 16-09-2010 26.08 34.12 22.59 37.01 0.0
SBI Emerging Businesses Fund - Regular Plan -Growth 11-10-2004 26.03 20.5 13.68 20.24 14.93
IDFC Sterling Equity Fund -Regular Plan-Growth 07-03-2008 25.42 30.81 15.42 23.74 19.19
HSBC Small Cap Equity Fund - Growth 19-05-2005 24.36 27.74 16.9 28.85 11.31

PORTFOLIO ANALYSIS of Escorts Growth Plan-Growth Option

Asset Allocation (%)

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