Essel Long Term Advantage Fund- Direct Plan- Growth Option

Essel Long Term Advantage Fund- Direct Plan- Growth Option of Essel Mutual Fund has asset class type as ELSS. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expense Ratio (%)

0.71

Age

NA Years

Fund Manager

Viral Berawala

AuM (Rs Crores)

46.6006

Asset Class

ELSS

Net Asset Value:

14.4695

Rating

2

Benchmark

S&P BSE 100 TRI

Fund Type

ELSS

SEBI Category

ELSS

Turnover Ratio(Monthly)

1.8 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 Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 8 C of the Income Tax Act, 1961) on their investments.

Top Holdings:

  • Banks (23.84)
  • IT - Software (9.94)
  • Finance (8.9)
  • FMCG (7.72)
  • Castings
  • Forgings & Fastners (5.59)
  • Miscellaneous (4.34)
  • Auto Ancillaries (3.49)
  • Cement (3.45)
  • Gas Distribution (3.35)
  • Consumer Durables (3.22)


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