Essel 3 in 1 Fund-Direct Plan-Growth Option

Essel 3 in 1 Fund-Direct Plan-Growth Option of Essel Mutual Fund has asset class type as Hybrid-Debt. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderate

Expense Ratio (%)

1.24

Age

NA Years

Fund Manager

Killol Pandya

AuM (Rs Crores)

17.926

Asset Class

Hybrid-Debt

Net Asset Value:

18.5276

Rating

2

Exit Load

0.01

Benchmark

Crisil MIP Blended index,INR Price of Gold

Fund Type

MIP

SEBI Category

Multi Asset Allocation

Turnover Ratio(Monthly)

.73 Times

Fund Manager Details:

Killol Pandya B.COM, DPCM, MMS(Finance) Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.

Objective:

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.

Top Holdings:

  • Banks (12.65)
  • Cement (1.65)
  • Automobile (8.42)
  • Pharmaceuticals (7.21)
  • Castings
  • Forgings & Fastners (7.2)
  • Diamond
  • Gems and Jewellery (6.67)
  • Finance (6.36)
  • IT - Software (5.95)
  • FMCG (2.22)
  • Steel (1.27)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition