Essel 3 in 1 Fund Direct Plan
Scheme Type
Open-ended
Scheme Category
Others
Benchmark Type
Crisil MIP Blended Index
Scheme AUM (in Crs.)
₹ 17.38
Expense Ratio
1.31%
Scheme Class
Hybrid
AMC AUM (in Crs.)
₹ 1790
Min Subscription
₹ 1000
Min Addition Subscription
₹ 100
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
04 Dec 2009
Sponsor
NA
Email
connect@peerlessmf.co.in
Phone
033 - 40185000
Address
H.O. 3rd Floor, 1, Chowringhee Square, Kolkata 700069, -
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderate
Exit Load
For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
The investment objective of the scheme is to generate long term capital appreciation through a portfolio of fixed income securities, Gold Exchange traded funds (ETFs) of other mutual funds and gold related instruments and equity & equity related Instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
Suitability
This product is suitable for investors who are seeking
• Capital appreciation over long term.
• Investment in fixed income securities, equity & equity related Instalments and Gold Exchange Traded Funds.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹6,038
Portfolio Value
₹38
Total Returns
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.