Essel Large Cap Equity Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
Nifty 50 Index
Scheme AUM (in Crs.)
₹ 143.34
Expense Ratio
2.09%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1790
Min Subscription
₹ 1000
Min Addition Subscription
₹ 1
Performance
Comparison
Portfolio
Details
Analysis
22.78
(-0.32 %)
NAV as on 2018-11-14
Returns
Fund
Essel Large Cap Equity Fund - Direct Plan
1 Year
-3.34%
3 Year
10.68%
5 Year
13.46%
AMC Details
amc launch date
Launch Date
04 Dec 2009
amc sponsor
Sponsor
NA
amc email
Email
mutualfund@esselfinance.com
amc phone
Phone
033 - 40185000
amc address
Address
Peerless Mansion, 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
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.
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
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
0.5 Yrs
1,000
Investment per month for 0.5 Years
5,942
Portfolio Value
-58
Total Returns