Escorts Infrastructure Fund

Escorts Infrastructure Fund is managed by Archit Singhal. Infrastructure as a sector has not given luring performance since 2008. This fund’s performance has been rather unstable within the category of infrastructure funds. Sector funds should be chosen with much caution.

Where does Escorts Infrastructure Fund invest your money?

Escorts Infrastructure Fund is an Infrastructure sector fund which means your money will be invested in large, medium and small sized companies in the infrastructure industry including financial institutions and others dealing in fuel, power, telecom, and capital goods. Large cap companies tend to be stable compared to mid-cap and small cap companies. While mid cap companies tend to give kicker returns. This fund has 37.33% exposure to large companies, 21.53% exposure to medium sized companies and about 37.42% exposure to small sized companies.

Suitable for what?
  • Creating wealth
  • Lifestyle needs
Not suitable for what?
  • Child's education
  • Child's marriage
  • Planning for retirement
  • Home Purchase
How has Escorts Infrastructure Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Sep 2007, your value of investments would sadly be dropped to Rs 43229. The performance has not been similar to or at times better than other infrastructure funds. 

Assume you had invested Rs 10,000 every month in Escorts Infrastructure Fund through SIP for the past 5 years today you would just have around Rs 4.18 lakhs.

Our recommendation for fresh investment
Not Recommended
Our recommendation for existing investment
Not Recommended
What are the charges applicable?

A onetime fee of Rs 100 is charged on investments over Rs 10, 000 made through distributors. If you are a first time investor in mutual funds an additional Rs 50 is charged to cover KYC expenses. This is deducted from your investment and can be skipped if you buy directly from the mutual fund via their website or offices.

No exit load applies for units withdrawn from this scheme. Expense ratio of Escorts Infrastructure Fund is 2.50%. This is charged to recover the fund management company’s expenses on securities’ transactions, commissions, registrar fees, etc. Your mutual fund returns will be total returns less expense ratio.

What are the tax implications?

The returns in a mutual fund are absolutely tax free, provided you do not withdraw within 1 year.

 

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