Essel Multi Cap Fund Direct
Scheme Type
Open-ended
Scheme Category
Multi-Cap
Benchmark Type
NIFTY 500 Total Return Index(100.0)
Scheme AUM (in Crs.)
₹ 126.53
Expense Ratio
0.82%
Scheme Class
Equity
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):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
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
To generate capital appreciation in the long term through equity investments by investing in a diversified portfolio of large cap, mid cap and small cap companies as defined by SEBI from time to time. 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
Capital appreciation over the long term.
• To generate capital appreciation by predominantly investing in equity and equity related instruments across the large cap, mid cap, small cap stocks.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,951
Portfolio Value
₹-49
Total Returns
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