Essel Short Term Fund Direct Growth

Debt
Short Duration
Moderately Low Risk
7.43%
3Y annualised
+0.41% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 26 Jun 2019₹21.70
Min. SIP amountNot Supported
Rating3
Fund size₹13.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns8.9%7.4%8.1%8.4%
Category average6.4%5.5%5.9%NA
Rank with in category141616NA
Understand terms

Holdings (3)

NameSectorInstrumentAssets
Mahindra & Mahindra Financial Services Ltd.
FinancialBonds/Deb46.11%
LIC Housing Finance Ltd.
FinancialBonds37.89%
AU Small Finance Bank Ltd.
FinancialCD7.25%

Expense ratio, exit load and tax

Expense ratio: 0.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Archit Shah
Mar 2019 - Present
View details

Education
Mr. Shah holds B.Com, MBA and CFA.
Experience
Prior to joining Essel Mutual Fund, he has worked with Acko General Insurance Ltd. as Investment Head, Taurus Mutual Fund as Fund Manager, CRISIL and I-Peritus Solutions & Services Pvt. Ltd. as Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur RdKoramangala Industrial Layout, S.G. Palya. Bangalore 560095
Phone
+91 80 4511 3444 / 1800-103-8999
Launch Date
04 Dec 2009
Navi Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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