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Essel Large Cap Equity Fund - Growth Option

(Erstwhile Essel Equity Fund - Growth Option)

Category: Equity: Large Cap
Launch Date: 28-09-2011
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 2.8% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1.0
Total Assets: 146.58 Cr As on (31-08-2018)
Turn over: 209%
NAV as on 16-10-2018

20.9708

0.21 (1.0152%)

CAGR Since Inception

11.07%

Nifty 50 TRI 13.56%

PERFORMANCE of Essel Large Cap Equity Fund - Growth Option

Scheme Performance (%)

Data as on - 16-10-2018

Yearly Performance (%)

Fund Managers

Mr. Amit Nigam

Mr. Nigam is BE from IIT, Roorkee and PGDBM from IIM, Indore. Prior to joining ABN Amro AMC, has an experience of 4 yrs. being chief manager with SBI Funds Management Ltd. and from 1996-1999, was with Reliance Industries as Asst. Manager.

Investment Objective

The scheme seeks to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors.

RETURNS CALCULATOR for Essel Large Cap Equity 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 Essel Large Cap Equity Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Essel Large Cap Equity Fund - Growth Option 12.98 0.66 -0.58 0.89 - -
Equity: Large Cap - - - - - -

PEER COMPARISION of Essel Large Cap Equity Fund - Growth Option

Period
Data as on - 16-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Essel Large Cap Equity Fund - Growth Option 28-09-2011 -6.1 6.05 7.44 12.1 0.0
Axis Bluechip Fund - Growth 05-01-2010 4.27 12.34 10.02 14.39 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 2.74 9.45 9.11 14.2 0.0
Edelweiss Large Cap Fund -Plan B - Growth option 20-05-2009 2.73 9.45 9.11 14.2 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 2.72 9.44 9.11 14.2 0.0
HDFC Top 100 Fund - Growth Option 11-10-1996 2.48 10.37 9.98 15.81 16.21
Canara Robeco Bluechip Equity Fund - Regular Plan - Growth 20-08-2010 2.45 8.91 8.89 12.94 0.0
UTI - Master Share-Growth Option 01-08-2005 2.45 8.29 7.95 14.0 14.2
Reliance Large Cap Fund- Growth Plan -Growth Option 08-08-2007 1.97 10.98 9.93 18.02 15.82
Invesco India Largecap Fund - Growth 21-08-2009 1.53 8.14 8.33 14.49 0.0

PORTFOLIO ANALYSIS of Essel Large Cap Equity Fund - Growth Option

Asset Allocation (%)

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