Essel Large Cap Equity Fund-Direct Plan-Growth Option

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.73

Age

NA Years

Fund Manager

Viral Berawala

AuM (Rs Crores)

131.0093

Asset Class

Multi-Cap

Net Asset Value:

23.2237

Rating

2

Exit Load

0.01

Benchmark

Nifty 50 TRI

Fund Type

Multi Cap

SEBI Category

Large Cap Fund

Turnover Ratio(Monthly)

2.9 Times

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:

To generate long term capital appreciation by investing in an actively managed portfolio predominantly consisting of Equity & Equity related securities diversified over various sectors.

Top Holdings:

  • Banks (24.8)
  • IT - Software (9.7)
  • Finance (8.4)
  • Refineries (7.33)
  • Automobile (6.96)
  • FMCG (4.73)
  • Auto Ancillaries (3.9)
  • Infrastructure Developers & Operators (3.78)
  • Gas Distribution (3.66)
  • Tobacco Products (3.34)


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