SENSEX NIFTY
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Escorts Tax Plan (G)

53.107 0.12 (0.22%)

NAV as on 26 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  N.A

N.A

FUND FAMILY : Escorts Mutual Fund FUND CLASS : ELSS
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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 26 Nov, 2014)

Period Returns (%) Rank #
1 mth 6.8 45
3 mth 9.9 41
6 mth 28.1 23
1 year 60.0 26
2 year 18.4 47
3 year 14.3 46
5 year 4.1 46

# Moneycontrol Rank within 90 ELSS Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 7.5 17.1 13.3 - -
2013 -15.4 -1.1 -2.4 9.2 -8.4
2012 19.1 -5.8 4.4 -1.2 18.8
2011 -13.1 0.7 -15.7 -16.9 -39.2
2010 -3.1 5.7 12.9 -5.9 9.5
2009 -13.1 48.5 10.2 7.5 53.5

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (ELSS)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 6.8 9.9 28.1 60.0 18.4 14.3 4.1
Category avg 6.3 9.6 22.8 52.9 14.6 12.7 7.1
Difference of Fund returns and Category returns 0.5 0.3 5.3 7.1 3.8 1.6 -3.0
Best of category 9.1 17.7 40.8 100.0 39.3 36.0 23.1
Worst of category 0.7 3.2 12.3 21.0 11.8 13.3 4.1
Benchmark returns # 6.1 7.2 15.2 39.9 22.6 20.4 11.1
Difference of Fund returns and Benchmark returns 0.7 2.7 12.9 20.1 -4.2 -6.1 -7.0
# Benchmark Index: CNX NIFTY

Investment Info

Investment Objective

An open-ended Equity Linked Savings Scheme, with the investment objective to generate capital appreciation by investing predominantly in a well-diversified portfolio of Equity Shares with growth potential, has been performing considerably well.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Apr 01, 2000
Benchmark CNX NIFTY
Asset Size (Rs cr) 3.02 (Sep-30-2014)
Minimum Investment Rs.500
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 0.00%
Load Comments N.A.

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

ELSS Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
SBI Magnum Tax Gain (G) Rank 3
4,777.58 8.0 23.6 58.9 26.7 14.5
SBI Magnum Tax Gain - Direct (G) Not Ranked
55.91 8.1 23.9 59.6 -- --
HDFC Tax Saver (G) Rank 4
4,525.59 8.7 20.5 64.9 25.4 16.4
HDFC Tax Saver - Direct (G) Not Ranked
95.72 8.8 20.8 65.8 -- --
Reliance Tax Saver (ELSS) (G) Rank 1
2,940.63 14.9 32.8 98.6 36.0 22.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Equity Sector Value
(Rs cr)
Asset %
Ranbaxy Labs Pharmaceuticals 36.10 11.25
Cox & Kings Miscellaneous 22.93 7.15
IRB Infra Engineering 19.69 6.14
Shriram Trans Banking/Finance 18.53 5.78
Yes Bank Banking/Finance 17.11 5.33
GIC Housing Fin Banking/Finance 16.80 5.24
ICICI Bank Banking/Finance 16.27 5.07
Persistent Technology 15.99 4.98
Info Edge Miscellaneous 12.70 3.96
Infosys Technology 12.15 3.79

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

Banking/Finance 31.65 37.04 25.56
Pharmaceuticals 13.76 18.21 11.83
Miscellaneous 11.11 12.29 5.93
Technology 10.42 12.63 9.18
Engineering 7.10 7.10 0.98
Services 5.11 5.11 1.03

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 94.08
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 3.12
Cash / Call 2.80

View All

Concentration

Holdings (%)
Top 5 35.65
Top 10 58.69
Sector (%)
Top 3 56.52

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