YHD - Delayed Quote INR

Escorts Tax Plan (ESCORTSTAXPL.BO)

90.41 -1.40 (-1.52%)
At close: June 28 at 6:07 PM EDT
Loading Chart for ESCORTSTAXPL.BO
DELL
  • Previous Close 91.81
  • YTD Return 1.66%
  • Expense Ratio 2.50%
  • Category ELSS (Tax Savings)
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating --
  • Net Assets 43.79M
  • Beta (5Y Monthly) 0.87
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 98.75%
  • Last Dividend --
  • Inception Date Mar 8, 2000

A tax planning scheme aims to provide tax benefits along with capital appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential has been performing considerably well.

Escorts Asset Management Limited

Fund Family

ELSS (Tax Savings)

Fund Category

43.79M

Net Assets

2000-03-08

Inception Date

Performance Overview: ESCORTSTAXPL.BO

Trailing returns as of 4/30/2016. Category is ELSS (Tax Savings).

YTD Return

ESCORTSTAXPL.BO
1.66%
Category
14.74%
 

1-Year Return

ESCORTSTAXPL.BO
7.94%
Category
25.60%
 

3-Year Return

ESCORTSTAXPL.BO
23.56%
Category
20.08%
 

5-Year Return

ESCORTSTAXPL.BO
6.02%
Category
17.12%
 

Holdings: ESCORTSTAXPL.BO

Top 10 Holdings (68.55% of Total Assets)

SymbolCompany% Assets
SQSBFSI.BO
SQSBFSI.BO 11.45%
YESBANK.BO
Yes Bank Limited 10.72%
PERSISTENT
PERSISTENT 8.12%
7.32%
CUB.BO
City Union Bank Limited 6.10%
VGUARD.BO
V-Guard Industries Limited 5.99%
GSPL.BO
Gujarat State Petronet Limited 5.22%
ACCELYA.BO
Accelya Solutions India Limited 4.71%
THOMASCOOK
THOMASCOOK 4.48%
JAMNAAUTO.
JAMNAAUTO. 4.44%

Sector Weightings

SectorESCORTSTAXPL.BO
Technology   35.31%
Healthcare   8.67%
Utilities   6.09%
Industrials   4.48%
Real Estate   0.00%
Energy   0.00%

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