SENSEX NIFTY
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Escorts Growth Plan (G) SET SMS ALERT

110.007
0.43 (0.40%)
NAV as on Oct-22-2014
NAV as on Oct-22-2014

Fund Family Escorts Mutual Fund

Fund Class Large Cap

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

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on Oct-22-2014)

Period Returns (%) Rank #
1 mth 0.8 24
3 mth 6.6 22
6 mth 33.9 4
1 year 66.5 2
2 year 25.7 7
3 year 21.1 13
5 year 11.3 35

# Moneycontrol Rank within 155 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 0.8 6.6 33.9 66.5 25.7 21.1 11.3
Category avg -0.2 4.6 21.8 35.3 10.6 8.8 5.1
Difference of Fund returns and Category returns 1.0 2.0 12.1 31.2 15.1 12.3 6.2
Best of category 1.6 12.1 46.7 67.3 27.9 24.3 16.9
Worst of category -6.0 -4.1 2.9 -64.6 8.9 8.0 3.8
Benchmark returns # -- 2.8 17.2 29.7 18.7 16.3 9.9
Difference of Fund returns and Benchmark returns 0.8 3.8 16.7 36.8 7.0 4.8 1.4
# 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) 3.72 (Jun-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 3
11,265.42 4.3 24.4 48.2 19.7 13.5
ICICI Pru Focused Bluechip Eqty (G) Rank 3
5,578.58 5.7 23.6 38.6 20.2 15.9
Birla SL Frontline Equity (G) Rank 2
4,803.24 4.6 23.3 40.4 22.3 14.4
UTI Opportunities Fund (G) Rank 3
3,911.39 5.9 24.5 37.3 19.9 14.6
UTI Opportunities Fund - Direct (G) Not Ranked
189.98 6.1 24.9 38.4 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Aug 28, 14)

Equity Sector Value
(Rs cr)
Asset %
Sterling H Res Services 0.42 6.54
United Spirits Food & Beverage 0.35 5.49
Glenmark Pharmaceuticals 0.32 4.97
Larsen Engineering 0.23 3.60
Goodyear Automotive 0.23 3.59
Axis Bank Banking/Finance 0.20 3.13
Mazda Engineering 0.19 3.04
Sintex Ind Conglomerates 0.18 2.85
Ranbaxy Labs Pharmaceuticals 0.17 2.72
Yes Bank Banking/Finance 0.17 2.70

Full Portfolio

Sector Allocation (Aug 28, 14)

Sector %

1-Year

HighLow

Banking/Finance 11.14 27.74 12.76
Food & Beverage 10.15 9.52 5.98
Services 8.09 9.31 1.09
Engineering 7.76 12.33 8.73
Pharmaceuticals 7.69 13.80 8.19
Automotive 4.54 7.91 5.16

View All Sectors

Asset Allocation (%)(Aug 28, 14)

Equity 66.91
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 17.59
Cash / Call 15.50

View All

Concentration

Holdings (%)
Top 5 24.19
Top 10 38.63
Sector (%)
Top 3 29.38

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