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Scheme Profile
Escorts Infrastructure Fund (G)
Summary Info
Fund Name : Escorts Mutual Fund
Scheme Name : Escorts Infrastructure Fund (G)
AMC : Escorts Asset Management Ltd
Type : Close
Category : Equity Theme - Infrastructure
Launch Date : 26-Jul-07
Fund Manager : Archit Singhal
Net Assets:Rs.Cr 2.73
NAV Graph
NAV Details
NAV Date : 22-Feb-12
NAV [Rs] : 6.01
Buy/Repurchase Price [Rs] : 5.95
Sell/Resale Price [Rs] : 6.01
Entry Load % : NIL
Exit Load % : Nil
Latest Payouts
  Dividends Bonus
Ratio NA NA
Date NA NA
Investment Details
Tax Benefits : NA
Min. Investment Rs : 5000
Increm.Investment Rs : 1000
Performance(%)
  1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year Since INC
Scheme Return 4.71 18.11 27.50 7.96 -13.60 7.85 NA -10.93
Category Avg 4.21 12.91 18.21 7.73 -4.03 21.77 5.53 4.47
Category Best 5.99 18.50 28.25 17.15 6.79 34.31 10.81 27.13
Category Worst 1.71 6.99 10.04 0.00 -13.60 7.85 -0.97 -10.93
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.8409 8.6333 -0.0489 -1.3294 -0.5019
Asset Allocation
Holdings 31-Jan-12
Company Name % Hold
Tata Motors-DVR 6.28
S P I C 6.23
UTV Software 6.20
Maruti Suzuki 5.22
Suzlon Energy 5.13
McNally Bharat 4.41
I D F C 4.39
Patel Engg. 4.34
IRB Infra.Devl. 3.84
Torrent Power 3.79
NCC 3.34
Guj.St.Petronet 3.06
Hind.Construct. 3.03
GVK Power Infra. 2.74
PTC India 2.69
Uflex 2.67
Bank of India 2.40
Kalyani Invest. 2.36
TRF 2.26
Kalyani Steels 2.11
PSL 2.03
Guj.NRE-DVR 1.51
SJVN 1.46
Texmaco Rail 1.42
Punj Lloyd 1.36
TIL 0.95
Godawari Power 0.92
Motherson Sumi 0.71
Punjab Alkalies 0.49
IL&FS Transport 0.37
Ramsarup Inds. 0.28
Bharat Seats 0.28
GSEC2015 6.47
Net CA & Others 5.26