Escorts Opportunities Fund Add to compare
56.255
-0.3934
(-0.69%)
1 day change as on 16 Feb 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 14.17
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 14.22 -2.89 3.61 9.91 21.99 8.99 12.90 10.73
BOI AXA MID CAP EQUITY & DEBT FUND 330.19 -5.64 4.26 15.53 31.33 -- -- 24.94
PRINCIPAL Balanced Fund 1018.49 -3.47 0.13 9.15 25.90 13.73 17.40 11.77
Reliance Regular Savings Fund - Balanced 12199.81 -3.05 1.01 4.01 18.60 10.81 16.85 14.29
HDFC Balanced Fund 20080.76 -2.31 1.12 4.81 18.47 11.22 19.05 16.75
Escorts Balanced Fund 3.65 -3.91 1.51 5.07 18.26 8.50 17.69 16.46
Top 10 Holdings
Company Name Sector Name Asset %
9.5 Reliance Home Finance Ltd. Nov 12 2018 Financial Services 15.5
Net Receivables/(Payable) Current Assets 7.41
11.52 India Infoline Housing Finance Ltd. Dec 26 2018 Financial Services 6.79
Tata Chemicals Ltd. Chemicals 4.04
Larsen & Toubro Ltd. Construction 3.73
 
Company Name Sector Name Asset %
Gillette India Ltd. Consumer Goods 3.46
Aurobindo Pharma Ltd. Pharma 3.32
Housing Development Finance Corporation Ltd. Financial Services 3.03
Adani Ports and Special Economic Zone Ltd. Services 3.01
J M Financial Ltd. Financial Services 2.87
AUM Movement
Asset Allocation