SENSEX NIFTY
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Escorts Growth Plan (G)

123.898 0.13 (0.11%)

NAV as on 23 Jan, 2015

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 23 Jan, 2015)

Period Returns (%) Rank #
1 mth 7.3 105
3 mth 12.1 84
6 mth 20.4 26
1 year 77.5 3
2 year 33.0 3
3 year 26.4 10
5 year 12.9 38

# Moneycontrol Rank within 149 Large Cap Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 10.5 28.1 7.1 7.9 -
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

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 7.3 12.1 20.4 77.5 33.0 26.4 12.9
Category avg 7.6 11.9 16.4 48.7 23.9 19.9 11.0
Difference of Fund returns and Category returns -0.3 0.2 4.0 28.8 9.1 6.5 1.9
Best of category 10.0 18.6 29.6 78.3 35.3 31.6 18.7
Worst of category 5.2 8.0 6.0 22.0 11.7 10.3 7.5
Benchmark returns # 6.9 10.2 13.3 39.2 20.8 20.5 12.0
Difference of Fund returns and Benchmark returns 0.4 1.9 7.1 38.3 12.2 5.9 0.9
# 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) 6.55 (Dec-31-2014)
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
12,907.28 11.2 15.4 58.0 23.8 15.8
ICICI Pru Focused Bluechip Eqty (G) Rank 3
7,469.08 11.2 17.4 51.4 24.5 17.7
Birla SL Frontline Equity (G) Rank 2
6,931.53 13.8 18.6 56.0 28.0 16.5
UTI Opportunities Fund (G) Rank 2
4,787.61 11.6 18.1 51.5 23.6 16.9
UTI Equity Fund (G) Rank 1
3,622.40 12.2 20.3 56.1 26.6 17.0
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Nov 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Sterling H Res Services 0.07 6.69
Glenmark Pharmaceuticals 0.05 5.17
Goodyear Automotive 0.04 3.74
Larsen Engineering 0.04 3.53
Axis Bank Banking/Finance 0.03 3.45
Persistent Technology 0.03 3.42
Sintex Ind Conglomerates 0.03 3.34
TCS Technology 0.03 3.22
V-Guard Ind Miscellaneous 0.03 3.21
HCL Tech Technology 0.03 3.10

Full Portfolio

Sector Allocation (Nov 28, 14)

Sector %

1-Year

HighLow

Technology 14.67 29.34 4.81
Banking/Finance 11.98 23.96 9.69
Engineering 8.78 17.56 9.53
Services 8.30 16.60 1.73
Pharmaceuticals 7.54 15.08 6.98
Automotive 5.73 11.46 4.92

View All Sectors

Asset Allocation (%)(Nov 28, 14)

Equity 80.74
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 17.62
Cash / Call 1.64

View All

Concentration

Holdings (%)
Top 5 22.58
Top 10 38.87
Sector (%)
Top 3 35.43

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