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Essel Large Cap Equity Fund - Growth Option

(Erstwhile Essel Equity Fund - Growth Option)

Category: Equity Funds Diversified
Launch Date: 28-09-2011
Asset Class: Equity
Benchmark: Nifty 50 Index
Expense Ratio: 2.95% As on (31-05-2018)
Status: Open Ended Schemes(Equity Scheme - Large Cap Fund) for subscription
Minimum Investment: 1000.0
Minimum Topup: 1.0
Total Assets: 150.56 Cr As on (31-05-2018)
Turn over: 267%
NAV as on 22-06-2018

22.2837

0.13 (0.5708%)

CAGR Since Inception

12.63%

Nifty 50 Index 13.93%

PERFORMANCE of Essel Large Cap Equity Fund - Growth Option

Scheme Performance (%)

Data as on - 22-06-2018

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 Funds Diversified - - - - - -

PEER COMPARISION of Essel Large Cap Equity Fund - Growth Option

Period
Data as on - 22-06-2018
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 3.71 13.53 10.74 14.55 0.0
Axis Bluechip Fund - Growth 05-01-2010 20.12 18.27 12.07 17.03 0.0
Axis Focused 25 Fund - Growth Option 29-06-2012 19.28 23.65 15.46 19.38 0.0
Invesco India Contra Fund - Growth 11-04-2007 18.38 22.18 14.91 24.88 16.99
UTI - Equity Fund-Growth Option 01-08-2005 17.37 16.48 11.07 18.38 14.44
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 16.91 18.58 13.31 19.67 0.0
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 14.71 12.98 6.74 17.81 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 14.7 22.28 16.16 21.19 0.0
Edelweiss Large Cap Fund -Plan C - Growth option 20-05-2009 14.43 16.77 9.65 16.64 0.0
Edelweiss Large Cap Fund - Regular Plan - Growth option 20-05-2009 14.41 16.78 9.65 16.64 0.0

PORTFOLIO ANALYSIS of Essel Large Cap Equity Fund - Growth Option

Asset Allocation (%)

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