₹ 19.2967
NAV (Feb 26)
Neutral
However, Scripbox does not recommend investing in multi asset allocation mutual funds.
Multi Asset Allocation funds have exposure to at least 3 different asset classes.
This category has few funds and relatively small amounts invested in them.
Also each fund is unique in its investment strategy.It is better for investors to make the allocation to multiple asset classes themselves and choose the right funds in each asset class.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
10 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
16 Cr. Negligible within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.19 %
Expense Ratio
Apr 05, 2011
Launched (10y ago)
₹ 16
AUM in Crores
INF959L01031
ISIN
No Lock-in
Lock-in
CRISIL Composite Bond Fund TR INR
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
About the AMC
Essel Funds Management Company Ltd
Essel Funds Management Company Ltd manages assets worth 650 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.
Large Cap
₹ 90 Cr
Fund Size
8.6%
3Y returns
Liquid
₹ 32 Cr
Fund Size
N/A
3Y returns
Ultra Short
₹ 27 Cr
Fund Size
5.3%
3Y returns
Liquid
₹ 32 Cr
Fund Size
5.6%
3Y returns
Diversified
₹ 99 Cr
Fund Size
8.5%
3Y returns
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Essel 3 in 1 Fund (DP-Q) is a multi asset allocation hybrid fund and has delivered an annualised return of 7.8% over a period of 10 years ..The fund is managed by Essel Funds Management Company Ltd.The fund managers are Archit Shah, Girish Raj, Saravana Kumar, Suraj Makhija
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. However, there is no assurance that the objective of the scheme will be realized.
The Essel 3 in 1 Fund (DP-Q) fund was launched on Apr 05, 2011. The NAV (Net Asset Value) of this multi asset allocation hybrid as of 2021-02-26 is ₹ 19.2967. The total AUM (Asset Under Management) of the fund as of 2021-02-26 is ₹ 15.346. The category risk of the Essel 3 in 1 Fund (DP-Q) fund is Very High Risk. The fund charges 2.19 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 74.6% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and infosys ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Composite Bond Fund TR INR
Essel 3 in 1 Fund (DP-Q) has a score of 2 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Essel 3 in 1 Fund (DP-Q) has a score of 1 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.