Essel Equity Hybrid Fund - Direct Plan - Growth

Essel Equity Hybrid Fund - Direct Plan - Growth of Essel Mutual Fund has asset class type as Hybrid-Equity. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.33

Age

NA Years

Fund Manager

Viral Berawala

AuM (Rs Crores)

278.6115

Asset Class

Hybrid-Equity

Net Asset Value:

10.126

Rating

2

Exit Load

0.01

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Fund Type

Balanced

SEBI Category

Aggressive Hybrid Fund

Fund Manager Details:

Viral Berawala PGPX, IIM - Ahmedabad, B.Com., C.A Over 18 years of experience in capital markets, corporate finance and IT services. Assistant Fund Manager - Reliance Nippon Life AMC Ltd; Chief Investment Officer - Reliance Nippon Life Insurance Co. Ltd

Objective:

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.

Top Holdings:

  • Banks (18.3)
  • Finance (8.32)
  • IT - Software (7.51)
  • Automobile (3.29)
  • Tobacco Products (3.16)
  • Infrastructure Developers & Operators (2.94)
  • Refineries (2.84)
  • Gas Distribution (2.52)
  • Auto Ancillaries (2.48)
  • FMCG (2.27)


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