Click here for top ranked funds in multi asset allocation mutual funds.
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.
No single fund can achieve what a plan can. Learn why
Scheme Information
Investment 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.
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.
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.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Create an account with Scripbox through a paperless process, to invest in this fund
Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
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Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
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About Essel 3 in 1 Fund (DP-Q)
About Essel 3 in 1 Fund (DP-Q)
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
Essel 3 in 1 Fund (DP-Q) Investment 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. However, there is no assurance that the objective of the scheme will be realized.
Essel 3 in 1 Fund (DP-Q) NAV,AUM,Risk
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.
Essel 3 in 1 Fund (DP-Q) Holdings
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
Essel 3 in 1 Fund (DP-Q) SIP
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.
Essel 3 in 1 Fund (DP-Q) Investment volatility and Horizon
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) Review
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.
