1. Advisorkhoj
  2. Escorts Income Plan-Dividend

Escorts Income Plan-Dividend

Category: Income Funds
Launch Date: 22-05-1998
Asset Class: Fixed Interest
Benchmark: Crisil Composite Bond Index
Expense Ratio: 2.25% As on (31-03-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 1000.0
Minimum Topup: 0.0
Total Assets: 10.49 Cr As on (31-07-2017)
Turn over: -
NAV as on

(%)

CAGR Since Inception

%

PERFORMANCE of Escorts Income Plan-Dividend

Scheme Performance (%)

Data as on - 24-05-2018

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

Earlier referred to Escorts Income Plus, the scheme primarily seeks to generate current income and capital appreciation by predominantly investing in a well-diversified portfolio of fixed income securities with moderate risk.

RETURNS CALCULATOR for Escorts Income Plan-Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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 Plan-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Income Plan-Dividend 1.19 2.23 3.5 0.17 - 9.28
Income Funds

PEER COMPARISION of Escorts Income Plan-Dividend

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Escorts Income Plan-Dividend

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback