Essel Savings Fund (Dividend Reinvestment - Quarterly)
Formerly Essel Income Plus Qt DRReturns (5yrs)
4.37 %Latest NAV
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Fund Information
Essel Funds Management Company Ltd
- Launch Date: 07/29/2010
- www.peerlessmf.co.in
- +91 33 40185000/61779922
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.
Fund Managers
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Archit Shah
Saravana Kumar
Suraj Makhija
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Expense Ratio2.35
BenchmarkCRISIL Hybrid 85+15 - ConservativeTR INR
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AUM₹ 34.62 Crores
ISININF959L01122
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Category Risk:
Moderately High risk
Holding Information
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Mutual Fund(Equity)
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. Past performance is not an indicator of future returns.
Transaction
Minimum SIP Amount
₹ 1000Minimum Lumpsum Amount
₹ 5000Lumpsum Multiple
₹ 100SIP Multiple
₹ 100About the Fund
Essel Regular Savings Fund Quarterly Dividend Reinvestment is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 4.37% over a period of 5 years. The fund is managed by Essel Funds Management Company Ltd. The fund managers names are Archit Shah, Saravana Kumar, Suraj Makhija. 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. The fund charges 2.35000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.
Long Term Wealth
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5+ yearsRecommended
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12-14%Returns
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No lock-in
