Essel Large & Midcap Fund - Regular Plan Growth

Equity Create Wealth
Large & Mid Cap Fund
Category Rank
Essel Large & Midcap Fund - Regular Plan Growth
Rating
Essel Large & Midcap Fund - Regular Plan Growth
Fund
Essel Large & Midcap Fund - Regular Plan Growth
Time to Invest
Essel Large & Midcap Fund - Regular Plan Growth
NAV
14.2613
(14/12/2018)
L 52Wk H
13.06
16.10

Essel Large & Midcap Fund - Regular Plan Growth

Equity
Large & Mid Cap Fund
Create Wealth
Rank Essel Large & Midcap Fund - Regular Plan Growth
Fund
Essel Large & Midcap Fund - Regular Plan Growth
NAV
14.2613
(14/12/2018)
Time to Invest
Essel Large & Midcap Fund - Regular Plan Growth
Rating
Essel Large & Midcap Fund - Regular Plan Growth
L 52Wk H
13.06
16.10
Investment Objective

The investment objective of the scheme is to generate capital appreciation over medium to long-term by investing predominantly in equity and equity related securities of midcap companies and Large cap Companies. .

Category
  • Equity - Large & Mid Cap Fund
Benchmark
  • S&P BSE 200
  • NIFTY 50 - TRI
  • S&P BSE 200 - TRI
Returns
1M
3.18%
3M
-3.40%
6M
-4.00%
1Y
-5.87%
3Y
12.57%
5Y
-
Historical NAV
NAV for scheme Essel Large & Midcap Fund- Regular Plan- Growth Option is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Essel Large & Midcap Fund - Regular Plan Growth

AUM

91.46 Cr
Essel Large & Midcap Fund - Regular Plan Growth AUM is 95% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil for 15% of units on or before 365D For remaining units 1% on or beofre 365D and Nil after 365D

Expense Ratio

2.85%
Essel Large & Midcap Fund - Regular Plan Growth Expense Ratio is 95% lower than other schemes in the category

Turnover Ratio

165.00%
Essel Large & Midcap Fund - Regular Plan Growth Turnover Ratio is 73% higher than other schemes in the category