Formerly Essel Income Plus Qt DR
₹ 13.0753
NAV (Mar 02)
Not Recommended
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
11 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
33 Cr. Negligible within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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Scheme Information
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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Moderate Risk
2.25 %
Expense Ratio
Jul 29, 2010
Launched (11y ago)
₹ 33
AUM in Crores
INF959L01122
ISIN
No Lock-in
Lock-in
CRISIL Hybrid 85+15 - ConservativeTR 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 Hybrid Funds
Aggressive Hybrid
26 Years
Age
Track Record
Aggressive Hybrid
22 Years
Age
Track Record
Conservative Hybrid
17 Years
Age
Track Record
Conservative Hybrid
18 Years
Age
Track Record
Multi Asset Allocation
16 Years
Age
Track Record
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
9.4%
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
8.9%
3Y returns
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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
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.
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.
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
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 CRISIL Hybrid 85+15 - ConservativeTR INR
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.