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Escorts Opportunities Fund-Growth

Category: Hybrid Debt Oriented Funds
Launch Date: 26-02-2001
Asset Class: Mixed Asset
Benchmark: Crisil Balanced Fund Aggressive Index
Expense Ratio: 2.5% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 13.72 Cr As on (30-04-2018)
Turn over: 3.01%
NAV as on 25-05-2018

56.5322

0.58 (1.0214%)

CAGR Since Inception

10.56%

PERFORMANCE of Escorts Opportunities Fund-Growth

Scheme Performance (%)

Data as on - 25-05-2018

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 generate long-term capital appreciation and aims to outperform plain vanilla diversified equity funds by dynamically moving investments across sectors.

RETURNS CALCULATOR for Escorts Opportunities Fund-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 Opportunities Fund-Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Opportunities Fund-Growth 7.95 1.02 -1.87 0.97 - -
Hybrid Debt Oriented Funds - - - - - -

PEER COMPARISION of Escorts Opportunities Fund-Growth

Period
Data as on - 25-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Escorts Opportunities Fund-Growth 26-02-2001 14.1 11.54 6.75 12.35 7.16
Indiabulls Savings Income Fund-Regular Plan-Growth Option 02-12-2015 13.6 11.75 0.0 0.0 0.0
Escorts Balanced Fund-Growth Option 21-03-2001 9.15 9.65 7.95 17.58 8.45
BOI AXA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 7.99 10.05 8.83 9.92 0.0
UTI - Regular Savings Fund - Regular Plan - Growth Option 16-12-2003 7.94 9.63 8.55 10.56 9.61
BOI AXA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 7.67 9.76 8.64 9.81 0.0
Axis Regular Saver Fund -Growth Option 16-07-2010 7.5 7.75 6.77 9.13 0.0
SBI MULTI ASSET ALLOCATION FUND - REGULAR PLAN - GROWTH 21-12-2005 7.11 8.41 8.44 10.45 8.29
ICICI Prudential MIP - 25 - Plan - Growth 30-03-2004 6.92 11.16 9.12 11.02 9.83
HDFC Multi-Asset Fund -Growth Option 17-08-2005 6.6 9.12 7.94 10.14 9.8

PORTFOLIO ANALYSIS of Escorts Opportunities Fund-Growth

Asset Allocation (%)

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