Escorts Mutual Fund

Escorts Mutual Fund offers a variety of Mutual Fund schemes under various categories to cater the diverse need of individuals. The Mutual Fund company is one of the early players into Indian Mutual Fund Industry. Escorts Asset Management Limited which is a part of Escorts Finance Limited manages all the Mutual Fund schemes of Escorts.

Escorts Mutual Fund has gained its foothold through consistent performance and excellent service. As a consequence, a number of people have placed their trust in the name.

Mutual Funds: About Escorts

As mentioned earlier, Escorts Mutual Fund is one of the early entrants in the Indian Mutual Fund industry since 1996. The Mutual Fund company is sponsored by Escorts Finance Limited which in-turn; is a part of Escorts Group. This group is India’s one of the leading corporations having its presence fanning across Agri-machinery, construction, railway ancillaries, and financial services. The group’s presence can be traced back to 1944 and with the passage of time, it has established itself as a conglomerate.

As mentioned previously, Escorts Mutual Fund offers investment products across a varied cross-section of Financial Assets covering both debt and equity. Escorts Investment Trust Limited is the trustee company that oversees the functioning of the Mutual Fund scheme. Some of the prominent schemes of Escorts include Escorts Liquid Plan, Escorts Growth Plan, Escorts High Yield Equity Plan, and so on.

Top Performing Mutual Funds by Escorts

Escorts Mutual Fund offers a variety of Mutual Fund scheme under various categories such as equity, debt, hybrid, ELSS, and liquid category. So, let us look at each of these categories.

Escorts Equity Mutual Funds

These fund schemes invest their corpus in equity and equity-related securities of various companies. The returns on equity schemes are not constant as they are dependent on the performance of the Underlying shares. Some of the notable equity schemes offered by Escorts Mutual Fund include:

• Escorts High Yield Equity Plan
• Escorts Leading Sector Fund
• Escorts Growth Plan

Escorts Debt Mutual Funds

These funds schemes are also known as fixed Income schemes. Debt funds invest their major portion of their corpus in Fixed Income securities. The returns in case of debt funds do not fluctuate much. People who are risk-averse can choose to invest in debt funds to augment their Earnings. Escort Mutual Fund’s some of the popular Debt fund schemes are listed below as follows.

• Escorts Short Term Debt Fund
• Escorts Gilt Plan

Escorts Balanced Mutual Funds

Balanced Mutual Fund enjoys the benefit of both equity and debt instruments. The balanced Mutual Funds or hybrid funds invest their corpus in both equity as well as debt avenues as per a pre-determined proportion. This category of Mutual Fund scheme is classified into balanced funds and Monthly Income Plan (MIP). Some of the notable schemes of Escorts under Balanced Fund category include:

• Escorts Balanced Fund
• Escorts Opportunities Fund

Escorts ELSS

ELSS or Equity Linked Savings Scheme is a category of Equity Funds. However, the prime differentiating Factor between ELSS and other equity funds is that; ELSS attracts tax benefits. It gives the advantage of Investing coupled with tax savings. In ELSS, any investment up to INR 1,50,000 in a particular financial year is applicable for a tax Deduction. Escorts Mutual Fund offers one fund under ELSS category which is:

• Escorts Tax Plan

Escorts Money Market Mutual Fund

Also known as Liquid Funds, money market mutual fund is a category of debt mutual fund. These funds invest in fixed income securities having very low maturity period. The maturity profiles of these assets are less than 90 days. They are considered as one of the safe investment options and people having excess idle funds in their Bank account can invest their money in liquid funds and augment their income. Under money Market mutual fund category, Escorts Mutual Fund offers:

• Escorts Liquid Plan

Escorts SIP Mutual Fund

Escorts Mutual Fund offers SIP or Systematic Investment plan mode of investment in most of its schemes. By choosing SIP option, people can invest small amounts at regular intervals in Mutual Fund schemes to attain their goals in a timely manner. In addition, SIP has advantages such as the Power of Compounding, rupee cost averaging, disciplined savings habit, and so on. The minimum SIP amount to be invested in schemes of Escorts is INR 1,000.

Escort Mutual Fund Calculator

mutual fund calculator also known as sip calculator helps people to assess how their SIP grows virtually over a period of time. In addition, it also helps people to calculate their present savings amount to achieve their future goals. People need to input the data such as age, present income, expected rate of returns, tenure of investment, the expected Inflation rate, and other related parameters to assess their present savings amount. This helps people to decide what type of Mutual Fund scheme they need to choose.

Mutual Fund Calculator

Escorts Mutual Fund NAV

People can check the NAV of Escort’s Mutual Fund schemes by visiting the fund house’s website. Even the website of Association of Mutual Funds in India or (AMFI) provides with the details. Both these websites provide the historical as well as current NAV.

Corporate Address of Escorts Mutual Fund

Premises No. 2/90, First Floor, Block – P, Connaught Circus, New Delhi – 110001

Sponsor(s)

Escorts Finance Limited