SENSEX NIFTY
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Escorts Growth Plan (G)

116.007 1.04 (0.91%)

NAV as on 19 Dec, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Escorts Mutual Fund FUND CLASS : Large Cap
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

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Benchmark Index:
 
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Returns (NAV as on 19 Dec, 2014)

Period Returns (%) Rank #
1 mth 0.5 5
3 mth 4.5 31
6 mth 19.2 11
1 year 67.0 2
2 year 27.2 2
3 year 30.8 2
5 year 12.4 34

# Moneycontrol Rank within 148 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.5 28.1 7.1 - -
2013 -12.0 0.5 -6.7 14.9 -2.3
2012 22.6 -4.1 7.5 5.6 37.6
2011 -12.9 -0.3 -14.3 -13.8 -35.6
2010 1.1 6.5 12.0 -5.6 15.7
2009 -14.6 58.1 14.0 8.3 67.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Large Cap)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.5 4.5 19.2 67.0 27.2 30.8 12.4
Category avg -1.3 2.9 13.6 38.6 19.6 11.9 5.6
Difference of Fund returns and Category returns 1.8 1.6 5.6 28.4 7.6 18.9 6.8
Best of category 1.7 7.8 26.2 67.8 27.8 34.2 17.7
Worst of category -2.8 -2.1 3.5 16.3 8.5 10.9 4.3
Benchmark returns # -1.9 1.3 9.1 33.4 17.8 21.3 10.7
Difference of Fund returns and Benchmark returns 2.4 3.2 10.1 33.6 9.4 9.5 1.7
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

The scheme invests in well-researched stocks with a judicious mix of Large Cap and Mid Cap. Special emphasis is made to discover and invest in undervalued stocks with potential to outperform index on its own business streangth at any given time. Due care is also taken to diversify the portfolio across sectors and stocks.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Mar 21, 2001
Benchmark CNX NIFTY
Asset Size (Rs cr) 5.78 (Sep-30-2014)
Minimum Investment Rs.1000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Archit Singhal
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 1.00%
Load Comments Exit Load 1% if units are redeemed / switched-out within 1 year from the date of allotment

Contact Details

Regd. Office 11, Scindia House, K G Marg, Connaught Circus, New Delhi , 110001
Tel. No. 3351343, 3321654, 5177
Fax No. 91 11 3761495
Email help@escortsmutual.com
Website http://www.escortsmutual.com

Peer Comparison

Large Cap Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
HDFC Top 200 Fund (G) Rank 4
12,276.81 2.5 11.4 46.2 26.6 14.4
HDFC Top 200 Fund - Direct (G) Not Ranked
523.43 2.7 11.8 47.0 -- --
ICICI Pru Focused. Blue -Direct (G) Not Ranked
432.83 3.6 14.7 41.1 -- --
ICICI Pru Focused Bluechip Eqty (G) Rank 3
6,675.86 3.4 14.2 40.0 25.7 16.7
ICICI Pru Focused Bluechip Eqty-IO Not Ranked
0.02 3.6 14.6 41.1 26.8 17.7
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Sterling H Res Services 44.68 6.40
Glenmark Pharmaceuticals 31.59 4.53
Goodyear Automotive 26.50 3.80
Larsen Engineering 24.83 3.56
Sintex Ind Conglomerates 24.10 3.45
Mazda Engineering 23.58 3.38
TCS Technology 22.17 3.18
Axis Bank Banking/Finance 21.97 3.15
HCL Tech Technology 20.91 3.00
Yes Bank Banking/Finance 20.54 2.94

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Technology 13.74 13.74 4.81
Banking/Finance 9.69 17.50 9.69
Engineering 9.53 12.33 9.53
Services 8.03 9.31 1.72
Pharmaceuticals 6.98 13.80 6.98
Automotive 4.92 7.05 4.92

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 70.80
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 17.56
Cash / Call 11.64

View All

Concentration

Holdings (%)
Top 5 21.74
Top 10 37.39
Sector (%)
Top 3 32.96

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