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Escorts Income Bond-Growth

Category: Hybrid Debt Oriented Funds
Launch Date: 24-11-1996
Asset Class: Mixed Asset
Benchmark: Crisil Composite Bond Index
Expense Ratio: -
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 1000.0
Minimum Topup: 0.0
Total Assets: 1 Cr As on (30-09-2017)
Turn over: -
NAV as on 19-04-2018

50.945

-0.13 (-0.2473%)

CAGR Since Inception

9.08%

PERFORMANCE of Escorts Income Bond-Growth

Scheme Performance (%)

Data as on - 19-04-2018

Yearly Performance (%)

Fund Managers

Ms.. Pushpa Rai

Ms. Pushpa Rai is a M.Com, MFM (Narsee Monjee Institute of Management Studies) Over 20 years of experience in the financial sector on both, fixed income products as well as equity markets. Previous assignments include Heading Debt funds and managing pension funds, surplus funds with IDBI Capital Market Services (March 2007 - Feb. 2010); Heading Debt and Equity Research at Mata Securities (Sep 1995 - April 2006).

Investment Objective

The scheme seeks to generate current income and capital appreciation by investing in a well-diversified portfolio of fixed income securities with moderate risk. There can be an exposure to equity and money market instruments.

RETURNS CALCULATOR for Escorts Income Bond-Growth

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 Income Bond-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Income Bond-Growth 1.93 2.93 7.5 - - 5.17
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of Escorts Income Bond-Growth

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 Income Bond-Growth 24-11-1996 3.84 6.01 6.61 7.8 10.71
Escorts Opportunities Fund-Growth 26-02-2001 18.75 12.76 7.29 13.03 7.27
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 15.64 12.38 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 14.57 12.28 8.38 18.06 8.65
BOI AXA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 10.03 11.05 9.28 10.31 0.0
Tata Young Citizen Fund [>3 years upto 7 years] Regular Plan 14-10-1995 9.97 12.72 7.87 12.8 5.4
Tata Young Citizen Fund [Upto 3 years] Regular Plan 14-10-1995 9.97 12.72 7.87 12.8 5.4
BOI AXA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 9.7 10.77 9.1 10.2 0.0
Axis Income Saver -Growth Option 16-07-2010 8.85 8.12 6.84 9.58 0.0
UTI - MIS-Advantage-Growth 16-12-2003 8.83 10.15 8.54 11.14 9.63

PORTFOLIO ANALYSIS of Escorts Income Bond-Growth

Asset Allocation (%)

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