₹ 17.8325
NAV (Feb 02)
Neutral
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Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
0 Years. The fund has Relatively moderate history for analysis. We recommend funds with longer history.
Relative Size
100 Cr. Small within the category
Category View
Positive. The category has a positive investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.55 %
Expense Ratio
Jan 27, 2021
Launched (0y ago)
₹ 100
AUM in Crores
INF959L01CU9
ISIN
No Lock-in
Lock-in
S&P BSE 250 LargeMidcap Index 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 Equity Funds
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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
9.8%
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
5.5%
3Y returns
Diversified
₹ 99 Cr
Fund Size
9.3%
3Y returns
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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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.
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.
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.
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
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 S&P BSE 250 LargeMidcap Index TR INR
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.