Essel Regular Savings Fund-Direct Plan-Growth Option

Essel Regular Savings 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 (%)

0.64

Age

NA Years

Fund Manager

Killol Pandya

AuM (Rs Crores)

45.5655

Asset Class

Hybrid-Debt

Net Asset Value:

20.0465

Rating

2

Exit Load

0.01

Benchmark

Crisil MIP Blended index

Fund Type

MIP

SEBI Category

Conservative Hybrid Fund

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 regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments.

Top Holdings:

  • Banks (4.88)
  • IT - Software (2.7)
  • Finance (1.8)
  • FMCG (1.62)
  • Castings
  • Forgings & Fastners (1.5)
  • Auto Ancillaries (.73)
  • Gas Distribution (.72)
  • Cement (.71)
  • Miscellaneous (.63)
  • Capital Goods-Non Electrical Equipment (.61)


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