Click here for top ranked funds in conservative hybrid mutual funds.
However, Scripbox does not recommend investing in conservative hybrid mutual funds.
Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.
They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt 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
To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments. However,there can be no assurance or guarantee that the investment objective of the Scheme(s) will be achieved. The Scheme(s) 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
How to invest in Scripbox Mutual Funds?
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan
Choose a plan to invest to start investing
Create an Account
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).
Track your investments
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.
All week call assistance
Our customer champions are available 7 days a week from 8AM to 8PM.
Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About Essel Savings Fund (DR-Q)
About Essel Savings Fund (DR-Q)
Essel Savings Fund (DR-Q) is a conservative hybrid hybrid fund and has delivered an annualised return of 6.8% over a period of 11 years .The fund was previously known as Essel Income Plus Qt DR.The fund is managed by Essel Funds Management Company Ltd.The fund managers are Archit Shah, Saravana Kumar, Suraj Makhija
Essel Savings Fund (DR-Q) Investment Objective
To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments. However,there can be no assurance or guarantee that the investment objective of the Scheme(s) will be achieved. The Scheme(s) does not assure or guarantee any returns. However, there is no assurance that the objective of the scheme will be realized.
Essel Savings Fund (DR-Q) NAV,AUM,Risk
The Essel Savings Fund (DR-Q) fund was launched on Jul 29, 2010. The NAV (Net Asset Value) of this conservative hybrid hybrid as of 2021-03-02 is ₹ 13.0753. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 32.650. The category risk of the Essel Savings Fund (DR-Q) fund is Moderate Risk.
The fund charges 2.25 % as expense ratio.
Essel Savings Fund (DR-Q) Holdings
The fund’s highest allocation is towards others and has invested 63.6% in this asset class. The top three holdings of the fund are power finance corporation limited,britannia industries limited and india grid trust units series - iv
Essel Savings Fund (DR-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 Savings Fund (DR-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 Hybrid 85+15 - ConservativeTR INR
Essel Savings Fund (DR-Q) Review
Essel Savings Fund (DR-Q) has a score of 1 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 Savings Fund (DR-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.
