Essel Large Cap Equity Fund Direct Plan
The primary investment objective of the scheme is to generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors of large cap companies. 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 Equity & equity related securities diversified over various sectors
Fund Info
Scheme Type
Open-ended
Scheme Category
Large-Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 124.04
Expense Ratio
1.76%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1790
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Large-Cap |
| Benchmark Type | Nifty 50 Index |
| Scheme AUM (in Crs.) | ₹ 124.04 |
| Expense Ratio | 1.76% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 1790 |
| Min Subscription | ₹ 1000 |
| Min Addition Subscription | ₹ 1 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
HDFC Bank Ltd
Equity
9
ICICI Bank Ltd
Equity
7
Infosys Ltd
Equity
6
Reliance Industries Ltd
Equity
5
Kotak Mahindra Bank Ltd
Equity
5
Axis Bank Ltd
Equity
5
ITC Ltd
Equity
4
Housing Development Finance Corp Ltd
Equity
4
Larsen & Toubro Ltd
Equity
4
State Bank of India
Equity
4
Asset Allocation(%)
Equity
95
Cash - Repurchase Agreement
4
Equity - Future
1
Sector Allocation(%)
Sector
Percent
Banks - Regional - Asia
32
Information Technology Services
9
Auto Manufacturers
8
Oil & Gas Refining & Marketing
6
Engineering & Construction
5
Essel Mutual Fund
AUM
₹1,790 Cr
About
Essel Mutual Funds is one the leading financial sector companies in India and falls under the Essel Group. It was established in December of 2009 and is sponsored by Essel Finance Wealth Zone Private Limited.##The asset management company aims at taking a customer centric approach and follows a systematic methodology in investing.Essel Mutual Funds provide a host of schemes, under different fund categories and they invest in a diverse portfolio across various market categorization.
Launch Date
04 Dec 2009
Sponsor
NA
Email
connect@peerlessmf.co.in
Phone
9740846275
Address
H.O. 3rd Floor, 1, Chowringhee Square, Kolkata 700069, -
Essel Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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Mutual Funds investments are subject to market risks, read all scheme related documents carefully.