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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹10 & Lump. ₹1000

AUM (Fund size)

₹13 Cr

Lock In Period

N/A

Expense Ratio

1.2

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for Essel Short Term Fund Growth include a ₹ NAV as of Apr 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹10. The Essel Short Term Fund Growth AUM is ₹13 Cr, with a lock-in of N/A years, expense ratio of 1.2%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -0.96% and a category best of 259.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.96259.97
6M0.000.99281.41
1Y0.003.65309.46
3Y0.0010.11219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2019-05-31
View allocation % by

1. 7.40 %MAHINDRA & MAHINDRA FIN SER LTD (01/08/2019)46.11%
2. 7.48 %LIC HOUSING FINANCE LTD (10/06/2022)37.89%
3. TREPS ncluding TBILL held as Collateral)/Reverse Repo/Net Current Assets/Cash/Cash Equivalent8.74%
4. AU SMALL FINANCE BANK LTD (25/02/2020)7.25%

About Fund

Essel Short Term Fund Growth managed by Navi Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹13 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 1.2. Under the expert guidance of Archit Shah ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Archit Shah

Mr. Archit Shah holds B.Com, MBA and CFA. Prior to joining Taurus AMC, he has worked with CRISIL and I Peritus Solution & Services Pvt. Ltd. as Fixed Income Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundTaurus Unclaimed Redemption - Growth Growth013.65 CR0.46
This FundITI Ultra Short Duration Fund Growth0225.22 CR0.92
This FundFranklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundTaurus Unclaimed Redemption - Growth Growth4.714817.0893
This FundITI Ultra Short Duration Fund Growth5.715220.1398
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

FAQs

Essel Short Term Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Essel Short Term Fund Growth is 1.2. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Essel Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Essel Short Term Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in Essel Short Term Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Essel Short Term Fund Growth is ₹13 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Essel Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500