Essel Large Cap Equity Fund Growth - Latest NAV ₹22.4467, Returns, Performance & Portfolio

Essel Large Cap Equity Fund Growth

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    5.13%
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    (+0.02)22.4467

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years5.13%
3 Years0.38%
1 Year2.71%
6 Months-8.5%
Fund Details
ISININF959L01080
RiskModerately High risk
Fund TypeLarge-Cap
NAV22.4467
Exit Load1% for 365 Days

More about this fundstar

Top HoldingsWeightage
Reliance Industries Ltd10.37%
HDFC Bank Ltd9.89%
ICICI Bank Ltd6.28%
Infosys Ltd6.19%
Kotak Mahindra Bank Ltd5.41%
Housing Development Finance Corp Ltd5.22%
Sun Pharmaceuticals Industries Ltd4.98%
Bharti Airtel Ltd4.37%
Hindustan Unilever Ltd3.79%
Axis Bank Ltd3.21%

About Essel Large Cap Equity Fund

Essel Large Cap Equity Fund is an open-ended scheme which invests in equities and equities related securities of large cap companies. The fund aims to provide capital appreciation over a long-term investment horizon. The scheme may also invest in other equity & equity-related instruments, debt & money market instruments, and REIT & INVITs.

Pros & Cons of Essel Large Cap Equity Fund

Essel Large Cap Equity Fund offers the following benefits:

  • Investments in large cap funds are relatively less risky when compared with medium or small cap companies.
  • Essel Large Cap Equity Fund diversifies across various sectors thereby reducing the impact of volatility in any particular sector.
  • However, the fund returns are consistently lower than the average category returns.

Fund Information and Statistics of Essel Large Cap Equity Fund

i) Inception / Launch date -

Essel Large Cap Equity Fund was launched on September 28, 2011, by Essel Finance.

ii) Risk level –

Investment in the Essel Large Cap Equity Fund are at moderately high-risk bet.

iii) Redemption –

Redemption of Units will be done at applicable NAV prices on every business day. Under normal circumstances, your fund house will dispatch the redemption proceeds within 5 business days.

iv) Fund Manager –

The fund is managed by Mr Viral Berawala since April 02, 2018. He has previously worked with Reliance Nippon Life AMC before joining Essel Mutual Funds.

v) Entry / Exit load -

The fund house does not charge any entry load or exit load if redeemed after one year from the date of allotment. However, a 1% exit load is charged if redeemed before one year.

Tax benefits of investing in Essel Large Cap Equity Fund

A short-term capital gain tax of 15 % is levied is the units are sold within one year from the date of allotment. Long-term capital gains, in excess of Rs 1 lakh, are taxed at 10% if the units are sold after one year. Dividend distribution may be applicable.

About Essel Finance

Essel Finance works towards innovative and organised growth before offering any products. The fund house invests in strong businesses run by efficient management who keep the interests of minority shareholders aligned. It aims to create long-term wealth for investors. Notably, Essel Finance is a part of USD 10 billion Essel Group.

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Frequently Asked Questions

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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