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Asset Size:133Cr
Expense Ratio:2.39%
Fund Manager(s):Viral Berawala,Killol Pandya,
5year Returns:2.92%

Essel Equity Hybrid Fund Regular Growth

       

Balanced Equity
Aggressive Allocation

Nav : 11.3184 ( 0.08%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

2.92%

Investment Horizon

>3 Yr

Doubled Money

24yrs 0m

Returns since April 30th, 2018

4.89%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

11.1L

Projected Maturity Amount

68.3L

     

Balanced Equity
Aggressive Allocation

Nav : 11.3184 ( 0.08%) December 2nd, 2020

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

11.1L

Projected Maturity Amount

68.3L

Rank (of 245)

Not Ranked

Annualized Returns(5 yrs)

2.92%

Investment Horizon

>3 Yr

Doubled Money

24yrs 0m

Returns since April 30th, 2018

4.89%

FUND PAST PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

The investment objective of the scheme is to provide periodic returns and capital appreciation over a long period of time,investing predominantly in equity and equity related instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Basic Details
Fund House
Essel
Launch Date
April 30th, 2018
Expense Ratio
2.39%
Fund Category Risk
Moderate
Std Dev (1Yr)
25.788
Std Dev (3Yr)
Std Dev (5Yr)
Asset Size
133Cr
Investment Details
Investment Plan
Growth
Return since Launch
4.89 %
Exit Load
No Exit Load
Contact Details
Phone No.
+91 33 40185000/61779922