Escorts Opportunities Fund Add to compare
57.6169
0.1764
(0.31%)
1 day change as on 19 Apr 2018
Investment Objective: The investment objective of the Scheme is to generate long term capital appreciation by predominantly moving investments in a portfolio of equity and equity related securities amongst different sectors, present or future, expected to show high earnings such as Technology Sector, Media Sector, Entertainment Sector, Communications Sector, FMCG Sector, Pharmaceuticals Sector, Cyclical Sector, Real Estate Sector, Space Sector, Cybercity Sector etc.
Fund Type Entry Load Average Asset Size (Rs cr.)
Open Ended Nil 6.74
Investment Plan Exit Load Minimum Investment (Rs.)
Growth If redeemed bet. 0 Year to 1 Year; Exit Load is 1% 1000
Launch Date Fund Manager Last Dividend
09-03-2001 Sanjeev Sharma 0.00
Benchmark Email / Website Bonus
CRISIL Hybrid 35+65 - Aggressive Index help@escortsmutual.com / www.escortsmutual.com
AMC Name
Escorts Asset Management Ltd.
Fund Name AUM (Rs. Cr) Return (%)
1 Mth 3 Mths 6 Mths 1 Yr 3 Yrs 5 Yrs Since Inception
Escorts Opportunities Fund 13.12 4.98 -0.68 7.32 18.75 7.27 13.02 10.77
BOI AXA Mid & Small Cap Equity & Debt Fund 354.77 3.25 -2.01 8.78 27.69 -- -- 24.27
PRINCIPAL Balanced Fund 1094.08 5.11 -1.36 4.66 21.92 14.71 18.57 11.81
HDFC Childrens Gift Fund Investment 2109.27 3.99 -2.30 4.98 16.27 11.04 19.01 17.19
SBI Magnum Balanced Fund 21801.63 4.46 -2.84 4.53 16.01 9.50 18.25 14.45
Reliance Regular Savings Fund - Balanced 12566.29 3.60 -2.95 3.03 15.35 11.06 17.77 14.17
Top 10 Holdings
Company Name Sector Name Asset %
9.5 Reliance Home Finance Ltd. Nov 12 2018 Financial Services 16.84
11.52 India Infoline Housing Finance Ltd. Dec 26 2018 Financial Services 7.34
Tata Chemicals Ltd. Chemicals 4.13
Gillette India Ltd. Consumer Goods 3.75
Larsen & Toubro Ltd. Construction 3.75
 
Company Name Sector Name Asset %
ITC Ltd. Consumer Goods 3.51
Thomas Cook Ltd. Services 3.23
Aurobindo Pharma Ltd. Pharma 3.19
Housing Development Finance Corporation Ltd. Financial Services 3.06
Marico Ltd. Consumer Goods 3.03
AUM Movement
Asset Allocation