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Escorts Power & Energy Fund - Growth Option

Category: Equity Funds Thematic
Launch Date: 23-09-2008
Asset Class: Equity
Benchmark: S&P BSE Power
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: 1.04 Cr As on (31-03-2018)
Turn over: 7.33%
NAV as on 18-05-2018

26.5998

-0.42 (-1.5782%)

CAGR Since Inception

10.66%

S&P BSE Power 5.73%

PERFORMANCE of Escorts Power & Energy Fund - Growth Option

Scheme Performance (%)

Data as on - 18-05-2018

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 provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector.

RETURNS CALCULATOR for Escorts Power & Energy 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 Power & Energy Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Escorts Power & Energy Fund - Growth Option 15.45 0.99 12.1 1.0 - -
Equity Funds Thematic - - - - - -

PEER COMPARISION of Escorts Power & Energy Fund - Growth Option

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Escorts Power & Energy Fund - Growth Option 23-09-2008 7.42 22.29 15.54 20.53 0.0
Tata India Consumer Fund-Regular Plan-Growth 28-12-2015 31.45 34.19 0.0 0.0 0.0
Aditya Birla Sun Life India Opportunities Fund - Growth - Regular Plan 02-03-1995 29.93 19.5 14.57 26.11 12.66
Mirae Asset Great Consumer Fund - Regular Plan - Growth option 29-03-2011 21.69 25.17 14.23 19.6 0.0
Canara Robeco F.O.R.C.E Fund - Regular Plan - Growth Option 14-09-2009 16.45 22.84 14.09 17.65 0.0
UTI - MNC Fund (UGS 10000)-Growth Option 01-08-2005 16.25 16.42 9.72 21.32 18.23
Aditya Birla Sun Life MNC Fund - Growth - Regular Plan 05-12-1999 14.9 13.71 9.28 23.81 19.72
Baroda Pioneer Mid-cap Fund- Plan A - Growth Option 04-10-2010 14.19 23.82 6.47 6.96 0.0
UTI India Lifestyle Fund - Regular Plan - Growth Option 30-07-2007 14.12 17.79 9.16 12.72 10.81
Aditya Birla Sun Life India Gennext Fund-Growth Option 05-08-2005 13.57 19.97 14.04 18.93 15.51

PORTFOLIO ANALYSIS of Escorts Power & Energy Fund - Growth Option

Asset Allocation (%)

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