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PRODUCT OFFERINGS
- Escorts Income Plan - The primary focus of the scheme is to preserve capital and to provide steady return. Investments are made mainly in papers issued and / or guaranteed by central / state governments, the endeavor at all times being to reduce volatility caused by interest rates fluctuations. Our strategy has allowed us to provide consistent returns of more than 9% across all time periods, even during volatile interest rate scenario.Scheme Details
- Escorts Tax Plan - The scheme aims to achieve long term capital appreciation by maintaining diversified portfolios of equities across sectors. Investors are made essentially in large cap stocks. Mid cap companies with proven fundamentals and having potential to outperform the market are also chosen for investments.Scheme Details
- Escorts Balanced Fund - The scheme invests in well-researched blue chip stocks. Investments are also made in mid-cap companies with positive fundamentals and sound growth prospects. Additionally, derivatives are used to improve portfolio and reduce risk. To add to, the scheme strives to earn regular income in the fixed income market by managing interest rate movements and credit risks. The portflio allocation is dynamically changed to provide better returns. Adequate care is taken to diversify the portfolio across stocks and to maintain the portfolio balance at all times.Scheme Details
- Escorts Growth PlanThe scheme invests in well researched stocks with a judicious mix of large cap and mid cap. Special emphasis is made to discover and invest in undervalued stocks with potential to outperform index on its own business strength at any given time. Due care is also taken to diversify portfolio across sectors and stocks.Scheme Details
- Escorts Gilt Plan - In Gilt scheme, the effort is to mionimize interest rate risk while taking the benefit of soft interest rate regime. The schedule tries to enhance returns by actively managing portfolio maturity.Scheme Details
- Escorts Opportunities Fund - The scheme seeks stable and regular income through an actively managed portfolio of stocks, bonds and money market instruments. The asset allocation i dynamically planned to capture the best of the opportunity in equity and debt. Exposure in equity is a blend of large and mid cap stocks, skewed largely towards the well researched blue chips. In debt, the scheme invests mainly in state government debt papers besides PSUs and bank bonds. The highlight of the scheme is the extensive use of derivatives not only as a hedging tool but also in generating regular income, which in turn enhances the overall portfolio's risk adjusted return.Scheme Details
- Escorts Liquid Plan - The primary investment objective of the scheme is to provide income and liquidity consistent with the prudent risk from a portfolio comprising of money market and debt instruments. This income may be complemented by possible capital appreciation. The aim is to optimize returns while providing liquidity.Scheme Details
- Escorts Floating Rate Fund - The primary objective ofthe scheme is to generate regular income through investment in a portfolio comprising substantially of Floating Rate Debt Securities (including floating rate securitised debt, money market instruments and fixed rate debt intruments swapped for floating rate returns). The scheme shall also invest in fixed rate debt securities (including fixed rate securitized debt, money market instruments and floating rate debt instruments swapped for fixed returns). Scheme Details
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