Escorts Power & Enery Fund - Launched on 25th August,2008,Mission to ensure energy independent country by 2030.The investment objective of the scheme is to provide income distribution and/or medium to long-term capital gains by investing predominantlyin ewuity/euity related instruments of the companies in the Power/Energy Sector and/or Debt/Money-Market instruments. Scheme Details.
Escorts Opportunities Fund - Launched in February 2001, Escorts opportunities Fund (EOF), Designed to provide regular income. We invest in well- diversified portfolio for both equity and debt. Also, in case of equities, we as a matter of policy only invest in well researched large cap stocks. Further to reduce the volatility in returns induced due to the equity component, the fund aggressively uses derivatives by selling option. This premium income received in the process not only reduces the volatility but also enhances the risk adjusted return on the scheme. Through this mechanism, we also partially hedge any potential downside in the portfolio to the extent of premium received.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 Plan - The 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.
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 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 Leading Sectors Fund - The investment objective of the scheme is to provide capital apprecaition or income ditribution by investing in companies from Leading Sectors, depending upon their growth prospects and sustainability of future earnings growth..
Scheme Details
