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Essel Equity Hybrid Fund

Essel Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

11.63

as on 17 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,913 today.

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NAV Performance

Essel Equity Hybrid Fund performance graph for last 3 years
Performance of Essel Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 14.194

    as on 17 Sep 2021
  • Regular - Growth

  • -

  • ₹ 1,000

  • ₹ 116 Cr.

    as on 17 Sep 2021
  • 2.3%

    since 28 Feb 2021
  • 29 Jun 2018

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • essel mutual fund

    Show All Funds

Highlights of this fund

Essel Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 29 Jun 2018. This fund is offered by one of the top AMC (Assets Management Company) essel mutual fund. You can also view here all other Hybrid funds offered by essel mutual fund.

Latest NAV of the fund is ₹ 14.194 as on 17 Sep 2021.

This fund has 3 years of track record. Since 28 Feb 2021 expense ratio of this fund is 2.3%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 1,000.

Fund Objective

to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments

List of Fund Managers of Essel Equity Hybrid Fund

  • About Saravana Kumar

    Picture of Saravana Kumar

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Moderately High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 6.59% 14.90% 35.18% 66.22% 43.54% 26.14% 18.74% 16.42% 74.58% 58.03% 41.46% 27.04% 19.68%
Category Average 4.31% 9.47% 18.35% 44.54% 24.84% 14.47% 12.64% 13.51% 42.86% 34.54% 25.03% 16.99% 14.39%
Essel Equity Hybrid Fund 4.01%₹ 10,401 9.64%₹ 10,963 16.51%₹ 11,650 34.11%₹ 13,410 35.50%₹ 14,198 18.47%₹ 14,040 26.90%₹ 31,057 11.63%₹ 13,913 19.33%₹ 47,843 - - - -
DSP Equity And Bond Fund 4.06%₹ 10,406 9.77%₹ 10,976 18.70%₹ 11,870 46.21%₹ 14,620 43.45%₹ 14,664 26.73%₹ 16,069 35.01%₹ 33,312 17.47%₹ 16,216 26.79%₹ 53,032 13.87%₹ 19,161 18.36%₹ 94,865 14.15%₹ 37,629 15.80%₹ 2,74,808
Canara Robeco Equity Hybrid Fund 4.37%₹ 10,436 10.09%₹ 11,009 17.89%₹ 11,788 40.95%₹ 14,094 40.53%₹ 14,494 27.31%₹ 16,219 33.87%₹ 32,995 17.57%₹ 16,260 25.98%₹ 52,445 14.73%₹ 19,894 18.70%₹ 95,669 15.20%₹ 41,229 16.17%₹ 2,80,294
Mirae Asset Hybrid - Equity Fund 3.68%₹ 10,367 9.20%₹ 10,919 17.50%₹ 11,750 42.06%₹ 14,205 40.47%₹ 14,491 24.67%₹ 15,551 33.51%₹ 32,892 15.88%₹ 15,567 24.64%₹ 51,498 14.67%₹ 19,837 17.85%₹ 93,695 - -
Principal Hybrid Equity Fund 4.78%₹ 10,477 10.65%₹ 11,064 18.41%₹ 11,841 44.45%₹ 14,445 43.11%₹ 14,646 24.47%₹ 15,502 34.80%₹ 33,255 12.77%₹ 14,346 23.96%₹ 51,022 13.83%₹ 19,121 16.45%₹ 90,532 14.64%₹ 39,280 15.26%₹ 2,66,809
Kotak Equity Hybrid 3.82%₹ 10,382 6.77%₹ 10,676 15.50%₹ 11,550 47.11%₹ 14,710 41.21%₹ 14,535 27.25%₹ 16,202 36.74%₹ 33,804 16.98%₹ 16,014 27.28%₹ 53,379 13.17%₹ 18,577 18.01%₹ 94,060 - -

Portfolio Holdings

Portfolio holdings pattern of Essel Equity Hybrid Fund as on 20 Sep 2021 are listed below:

  • Equity Holdings:

    77.83%
  • Debt Holdings:

    20.57%
  • Others Holdings:

    1.60%

Top Sector Holdings of Essel Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 17.14% ₹ 19.92 Cr.
Computers - software 8.98% ₹ 10.45 Cr.
Pharmaceuticals 5.18% ₹ 6.03 Cr.
Refineries/marketing 4.99% ₹ 5.79 Cr.
Nbfc 3.97% ₹ 4.61 Cr.
Others 59.74% -

Top Stock Holdings of Essel Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
ICICI Bank Ltd. 6.03% ₹ 7.01 Cr.
Infosys Ltd. 4.15% ₹ 4.82 Cr.
Reliance Industries Ltd. 4.04% ₹ 4.69 Cr.
HDFC Bank Ltd. 3.74% ₹ 4.34 Cr.
Tata Consultancy Services Ltd. 3.29% ₹ 3.83 Cr.
Others 78.75% -

Top Debt Instrument Type holdings of Essel Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 20.57% ₹ 23.89 Cr.
Others 79.43% -

Top Debt Holdings of Essel Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - LIC Housing Finance Ltd. 6.17% ₹ 7.17 Cr.
Bond - Axis Finance Ltd. 4.35% ₹ 5.05 Cr.
Bond - HDB Financial Services Ltd. 4.32% ₹ 5.01 Cr.
Bond - Muthoot Finance Pvt. Ltd. 3.53% ₹ 4.10 Cr.
Bond - Power Grid Corporation of India Ltd. 0.87% ₹ 1.01 Cr.
Others 80.76%

Other Holdings

Holding TypeHolding Percentage
TREPS 1.60%