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SET SMS ALERT Not Ranked
This scheme is not ranked by CRISIL.
View Top ranked funds in other categories
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -3.9 | 10 |
| 3 mth | -2.2 | 47 |
| 6 mth | -16.0 | 51 |
| 1 year | -7.7 | 51 |
| 2 year | -14.8 | 49 |
| 3 year | -12.5 | 49 |
| 5 year | -7.9 | 39 |
# Moneycontrol Rank within 51 ELSS Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -15.4 | - | - | - | - |
| 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 |
| 2008 | -28.3 | -16.1 | -12.4 | -25.7 | -60.6 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (ELSS)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -3.9 | -2.2 | -16.0 | -7.7 | -14.8 | -12.5 | -7.9 |
| Category avg | -5.0 | 0.5 | -5.3 | 12.7 | 3.9 | 2.1 | 4.3 |
| Difference of Fund returns and Category returns | 1.1 | -2.7 | -10.7 | -20.4 | -18.7 | -14.6 | -12.2 |
| Best of category | -2.6 | 5.0 | 0.7 | 21.3 | 10.8 | 9.4 | 13.5 |
| Worst of category | -7.6 | -3.0 | -16.0 | -7.7 | -14.8 | -12.5 | -7.9 |
| Benchmark returns # | -5.6 | -0.4 | -1.4 | 14.8 | 5.2 | 3.4 | 4.9 |
| Difference of Fund returns and Benchmark returns | 1.7 | -1.8 | -14.6 | -22.5 | -20.0 | -15.9 | -12.8 |
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.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Apr 01, 2000 |
| Benchmark | CNX NIFTY |
| Asset Size (Rs cr) | 3.07 (Mar-30-2013) |
| 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 |
| Entry Load | N.A |
|---|---|
| Exit Load | 0.00% |
| Load Comments | N.A. |
| Regd. Office | 11, Scindia House, K G Marg, Connaught Circus, New Delhi , 110001 |
|---|---|
| Tel. No. | 3351343, 3321654, 5177 |
| Fax No. | 91 11 3761495 |
| help@escortsmutual.com | |
| Website | http://www.escortsmutual.com |
| ELSS | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Tax Saver (G) | Rank 4 |
3,490.65 | -1.8 | -7.0 | 7.6 | 1.5 | 9.8 |
| Reliance Tax Saver (ELSS) (G) | Rank 3 |
2,036.92 | 1.6 | -8.3 | 10.0 | 4.6 | 10.5 |
| Birla SL Tax Relief 96 (G) | Rank 5 |
703.13 | 2.3 | -4.7 | 17.3 | -0.4 | 5.2 |
| Birla SL Tax Relief 96 (D) | Not Ranked |
776.80 | 2.2 | -8.3 | 12.9 | -3.3 | 3.3 |
| UTI Master Equity Plan (US) | Not Ranked |
1,261.75 | 1.2 | -2.5 | 14.9 | 3.9 | 6.9 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| NTPC | Utilities | 0.28 | 10.91 |
| Kalyani Invest | Banking/Finance | 0.19 | 7.43 |
| Ranbaxy Labs | Pharmaceuticals | 0.18 | 6.75 |
| Reliance | Oil & Gas | 0.15 | 5.94 |
| TV18 Broadcast | Media | 0.11 | 4.32 |
| Bharat Forge | Manufacturing | 0.10 | 3.98 |
| Cox & Kings | Miscellaneous | 0.10 | 3.94 |
| Karur Vysya | Banking/Finance | 0.08 | 3.12 |
| ILandFS Trans | Engineering | 0.08 | 2.98 |
| SBI | Banking/Finance | 0.07 | 2.59 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 16.34 | 24.55 | 15.54 |
| Utilities | 10.91 | 11.13 | 10.91 |
| Oil & Gas | 8.00 | 14.19 | 1.84 |
| Pharmaceuticals | 6.75 | 10.75 | 5.58 |
| Miscellaneous | 6.40 | 8.79 | 6.40 |
| Media | 5.88 | 9.19 | 1.18 |
| Equity | 65.31 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 34.69 |
| Holdings | (%) |
|---|---|
| Top 5 | 35.35 |
| Top 10 | 51.96 |
| Sector | (%) |
|---|---|
| Top 3 | 35.25 |
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Oct 25, 2011
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