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Escorts Opportunities Fund-Growth

Ranked 280 out of 314 in - India over 36 months
All calculations are in INR unless stated

Objective

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.The following asset allocation is proposed to be adhered to, under normal conditions: Equity & Equity Related Instruments 51%-100% and Fixed Income Securities and Money Market Instruments 49%-90%.

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

Performance

India over : 30/04/2015 - 30/04/2018

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -3.5%
2017 30.8% 9.5% 5.3% 2.5% 10.7%
2016 -2.6% -1.1% 3.7% -1.2% -3.9%
2015 8.0% 9.0% 1.4% -4.6% 2.4%
2014 26.3% 3.2% 7.1% 7.8% 6.0%
2013 8.6% 1.6% 1.8% 0.9% 4.1%
2012 19.5% 12.2% 1.8% 2.7% 1.8%
2011 -9.9% -2.6% 2.4% -4.9% -5.0%
2010 9.2% 1.4% 4.4% 3.5% -0.2%
2009 8.7% -2.6% 8.1% 1.8% 1.4%
2008 -32.4% -19.0% -7.5% -11.3% 1.7%
2007 40.2% -3.9% 11.6% 10.9% 17.9%
2006 15.4% 15.3% -8.4% 3.7% 5.3%
2005 14.6% -0.3% 2.2% 10.1% 2.1%
2004 10.8% -0.1% -5.3% 6.5% 10.1%
2003 41.3% -2.0% 9.2% 10.7% 19.3%
2002 16.8% 6.6% 2.8% -1.1% 7.7%
2001 2.3% -1.9% 3.7%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. India

Fund Info

  • Launch date21/03/2001
  • Share Class size49Mn
  • Base currencyINR
  • ISIN INF966L01176

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).