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Escorts High Yield Equity Plan-Growth

Ranked 17 out of 310 in - India over 36 months
All calculations are in INR unless stated

Managed by

Sanjeev Sharma

Objective

The investment objective of the scheme is to generate current income and long term capital growth from a portfolio substantially consisting of equity and equity related securities. This shall be the fundamental attribute of the scheme. Investments made by the scheme shall be guided by the philosophy of value oriented investing. Investment pattern : Equity & Equity Related Instruments - 65-100%, Debt Instruments, Govt. Bonds, Money Market Instruments etc. -25%, Securitised Debt 0-10%, Units of Mutual Fund Scheme(s) - 0-5%.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

India over : 31/01/2015 - 31/01/2018

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
2017 33.1% 15.4% 4.4% 2.7% 7.7%
2016 13.5% -4.1% 16.6% 5.3% -3.5%
2015 18.7% 10.8% 1.2% -1.6% 7.6%
2014 64.7% 8.4% 27.5% 6.6% 11.8%
2013 -2.8% -11.3% -0.2% -2.4% 12.4%
2012 24.4% 19.7% -5.1% 6.1% 3.2%
2011 -26.9% -6.7% 1.8% -12.0% -12.5%
2010 28.6% 0.8% 10.1% 14.0% 1.7%
2009 44.5% -11.5% 36.7% 12.9% 5.8%
2008 -44.3% -20.7% -16.3% -5.9% -10.7%
2007 8.6% 13.9% 19.5%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date09/01/2007
  • Share Class size54Mn
  • Base currencyINR
  • ISIN INF966L01341

Purchase Info

  • Min. initial investment1,000
  • Min. regular additional investment1,000

Charges

  • Initial investment0

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in INR).