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Scheme Information
Investment Objective
The investment objective of the scheme is to generate capital appreciation over medium to long-term by investing predominantly in equity and equity related securities of mid cap companies & 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.
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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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About Essel Large & Mid Cap Fund (DR-6M)
About Essel Large & Mid Cap Fund (DR-6M)
Essel Large & Mid Cap Fund (DR-6M) is a diversified equity fund and has delivered an annualised return of 4.4% over a period of 0 years ..The fund is managed by Essel Funds Management Company Ltd.The fund manager’s name is Saravana Kumar.
Essel Large & Mid Cap Fund (DR-6M) Investment Objective
The investment objective of the scheme is to generate capital appreciation over medium to long-term by investing predominantly in equity and equity related securities of mid cap companies & 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. However, there is no assurance that the objective of the scheme will be realized.
Essel Large & Mid Cap Fund (DR-6M) NAV,AUM,Risk
The Essel Large & Mid Cap Fund (DR-6M) fund was launched on Jan 27, 2021. The NAV (Net Asset Value) of this diversified equity as of 2021-02-02 is ₹ 17.8325. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 99.218. The category risk of the Essel Large & Mid Cap Fund (DR-6M) fund is Very High Risk.
The fund charges 2.55 % as expense ratio.
Essel Large & Mid Cap Fund (DR-6M) Holdings
The fund’s highest allocation is towards equity and has invested 97.2% in this asset class. The top three holdings of the fund are icici bank ltd,dixon technologies (india) ltd and reliance industries ltd shs dematerialised
Essel Large & Mid Cap Fund (DR-6M) 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 Large & Mid Cap Fund (DR-6M) 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 S&P BSE 250 LargeMidcap Index TR INR
Essel Large & Mid Cap Fund (DR-6M) Review
Essel Large & Mid Cap Fund (DR-6M) has a score of 3 on a scale of 5. The fund scores 3 out of 5 based on historical performance. As compared to the other funds in its category, Essel Large & Mid Cap Fund (DR-6M) has a score of 2 out of 5.
Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.
