Essel 3 in 1 Fund Direct Growth+0.03%

3Groww
3.35%
1 Year Return
Hybrid
Multi Asset Allocation
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Essel 3 in 1 Fund Direct Growth

RiskModerate
Min SIP Amount₹500
Expense Ratio0.79%
NAV19.1 (19 Aug 2019)
Fund Started02 Jan 2013
Fund Size20 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Essel 3 in 1 Fund Direct Growth
3.4%
4.9%
7.1%
7.2%
Category Average
1.4%
5.4%
7.4%
-
Rank within category
4
9
8
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 3.4% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Reliance ETF Gold BeESFinancialFutures12.2%
    Housing Development Finance Corpn. Ltd.FinancialFutures9.7%
    State Bank of IndiaFinancialEquity8.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity4.8%
    Titan Company Ltd.Cons DurableEquity4.6%
    HDFC Bank Ltd.FinancialEquity4.5%
    India Grid TrustEngineeringFutures4.4%
    Infosys Ltd.TechnologyEquity3.1%
    ICICI Bank Ltd.FinancialEquity3.0%
    Kotak Mahindra Bank Ltd.FinancialEquity2.7%
    See All

    Fund Managers

    addKillol P Pandya
    Education
    Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
    Experience
    Prior to joining Peerless Funds Management Co. Limited he has worked with LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
    Funds Managed

    Other Details

    Essel 3 in 1 Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Essel Mutual Fund. This scheme was introduced to investors on 02 Jan 2013. Amit Nigam, Killol Pandya is the Current Fund Manager of Essel 3 in 1 Fund Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹20 Cr and the Latest NAV as of 19 Aug 2019 is ₹19.1.

    The Essel 3 in 1 Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 1000. For units in excess of 15% of the investment,1% will be charged for redemption within 365 days.

    Investment Objective

    The investment objective of the scheme is to generate long term capital appreciation through a portfolio of fixed income securities, Gold Exchange traded funds (ETFs) of other mutual funds and equity & 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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years and 20% with indexation benefit post 3 years.

    Scheme Information Document(SID)

    ₹1000
    Min for First Investment
    ₹100
    Min for Second Investment
    For units in excess of 15% of the investment,1% will be charged for redemption within 365 days
    Exit Load

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    About Essel Mutual Fund

    Address
    "Peerless Mansion", 3rd Floor, 1, Chowringhee Square, Kolkata 700069
    Phone
    033-40185000/ 022-61779922
    Launch Date
    03 Dec 2009
    Essel Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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