Escorts Power and Energy Fund

Escorts Power and Energy Fund is managed by Archit Singhal. The scheme seeks to provide long-term capital gains by investing predominantly in equity and equity-related instruments of the companies in the Power/Energy Sector. New investors can skip this fund safely. If you have already invested, exit now to invest in a better performing fund.

Where does Escorts Power and Energy Fund invest your money?

Escorts Power and Energy Fund is a mid cap fund. About 29.11% of the fund’s money is allocated to stocks of large sized companies, around 44.15% to stocks of mid-sized companies and close to 26.74% to stocks of small cap companies. Mid cap companies tend to give kicker returns but large cap companies are not avoided as they tend to be stable compared to mid cap and small cap 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 Power and Energy Fund performed in the past?

If you had invested Rs 1 lakh when the fund was launched in Oct 2008, your value of investments would be around Rs 1.01 lakhs. The fund has been giving around 0.3% returns to investors who have stayed since inception. The performance has not been better or similar to other mutual funds. 

Assume you had invested Rs 10,000 every month in Escorts Power and Energy Fund through SIP since inception, today you would just have around Rs 4.31 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.

If units are sold within a year from the date of allotment an exit load of 1% is deducted from your total returns. No exit load applies for units withdrawn post one year. Expense ratio of Escorts Power and Energy 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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