Essel Equity Hybrid Fund Regular Growth - Latest NAV, Returns, Performance & Portfolio

Essel Equity Hybrid Fund Regular Growth

  • highlight
    14.66%
  • highlight
    (--0.02)11.2086

Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds

Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years--
3 Years--
1 Year14.66%
6 Months9.99%
Fund Details
ISININF959L01DI2
RiskModerately High risk
Fund TypeAggressive Allocation
NAV11.2086
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
ICICI Bank Ltd8.28%
HDFC Bank Ltd5.37%
Reliance Industries Ltd4.56%
Axis Bank Ltd4.45%
Kotak Mahindra Bank Ltd4.23%
Larsen & Toubro Ltd2.83%
Tata Consultancy Services Ltd2.53%
IndusInd Bank Ltd2.53%
Bajaj Finance Ltd2.51%
Abbott India Ltd2.49%

About Essel Equity Hybrid Fund

Being an open-ended fund, the scheme invests in equity and equity related instruments and seeks to provide over a long period of time periodic returns and capital appreciation.

Pros and Cons of Essel Equity Hybrid Fund

Investors investing in Essel Equity Hybrid Fund can seek following benefits:

  1. The mutual fund units are provided to the investors by the scheme on continuous basis.
  2. Time invested in researching and finding the right dark horse stocks in large- cap segment and small -cap segment stocks is the success of the scheme.
  3. As there is no broker / distributor commission, the investors get from the same mutual fund the exact higher returns.

Fund Information and Statistics of Essel Equity Hybrid Fund

i) Inception / Launch date

The Essel Equity Hybrid Fund was launched on April 2018 by Essel Mutual Fund.

ii) Risk level

Investment done in this fund has balance between low -risk debt and high -risk equity. This scheme falls in the moderately high-risk category. The guarantee of any returns is not assured by this scheme.

iii) Redemption

This fund house has no fixed maturity period. Investors can buy or sell units to the fund house at any time.

iv) Fund Manager

Mr.Killol P Pandya and Mr.Viral Berawala are fund managers of Essel Equity Hybrid Fund.

v) Entry / Exit load

The entry load for investing in this fund is not applicable. Exit load of 1% will be charged for units in excess of 15% of the investment if redemption is done within 1 year or 365 days.

Tax benefits of investing in Essel Equity Hybrid Fund

Long Term Capital Gains (“LTCG”), in excess of Rs 1 lakh, are taxed @ 10% without indexation if units are held for more than 12 months. Short term capital gains (“STCG”) are taxed @ 15% if units are held for less than 12 months. Investors do not pay any tax on dividends received but a Dividend Distribution Tax (“DDT”) is deducted by the fund house at source.

About Essel Mutual Fund

Trustee of the Essel Mutual Fund is Essel Finance Trust Company limited. This fund is registered with The Securities & Exchange Board of India. This fund has emerged as India’s one of the most prominent fund. They have a strong foothold in media, entertainment, education, technology sector etc.

Customer Reviewsstar

  • " Great investing experience! Contacted the support with queries.. Got immediate response and all my doubts clarified. Will definitely recommend ClearTax to friends "

    IT Developer, Bangalore
  • " I am new to investments and got all the information I need on your website. The suggestions for mutual fund investments and tax savings are great. "

    Software Engineer, Indore
  • " Investing through ClearTax is super easy and simple. It is extremely helpful for investors with less finance knowledge. "

    Campus Manager, Bangalore

Invest Now in 3 Easy Stepsstar

  • 1
  • 2
  • 3

Why ClearTax Invest?

  • checkOur experts do all the research and offer only the BEST mutual funds
  • checkTrusted by Over 25 Lakh Indians
  • checkInvest in just 5 minutes
  • checkNo paperwork required
  • checkSimple and easy to use

Frequently Asked Questions

  • Read More

Start your investment

Sorry!
Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Moderately High risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns