Essel Large & Midcap Fund- Direct Plan- Growth Option

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

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.69

Age

NA Years

Fund Manager

Viral Berawala

AuM (Rs Crores)

86.0293

Asset Class

Mid-Small Cap

Net Asset Value:

14.4089

Rating

2

Exit Load

0.01

Benchmark

S&P BSE 200 TRI

Fund Type

Mid & Small cap

SEBI Category

Large & Mid Cap Fund

Turnover Ratio(Monthly)

1.64 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:

The investment objective of the scheme is to generate medium to long-term capital appreciation by investing predominantly in equity and equity related securities of midcap companies & large cap companies. 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 (19.35)
  • Finance (1.57)
  • Miscellaneous (7.38)
  • Gas Distribution (5.9)
  • Castings
  • Forgings & Fastners (5.69)
  • IT - Software (5.4)
  • Plastic products (5.19)
  • Chemicals (4.89)
  • Auto Ancillaries (4.39)
  • Consumer Durables (3.4)


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