Profile Escorts Mutual Fund is the premier Asset Management Company offering Investment products across a broad cross-section

of Financial Assests covering both Debt and Equity. It was registered with Securities and Exchange Board of India (SEBI) in 1996.The Company is the one of the earliest entrants into the Indian Mutual Funds Industry. It is associated with Escorts Group - with Escorts Limited as its Flagship Company,which is amongst India's leading corporations, operating in diverse fields of Agri-Machinery,Construction and Railway Ancillaries and Financial Services. The genesis of Escorts goes back to 1944 and over the decades, Escorts has surged ahead and evolved into one of the India's leading conglomerates.The group holds a great repute and trust amongst people. Escorts Mutual Fund has been established as a trust in accordance with the provisions of the Indian Trusts Act,1882 and the Deed of Trust dated 15th April,1996 has been registered under the Indian Registration Act,1908. Backed by one of the most trusted and valued brands in India, Escorts Mutual Fund has earned the trust of lakhs of investors with its consistent performance and excellent service. Escorts Mutual Fund, has made impressive gains by constantly increasing its retail client base over the years.We at Escorts Mutual Fund aim to provide best risk-adjusted returns to our clients.The Escorts philosophy is centered on seeking consistent, long-term results. It aims at overall excellence, within the framework of transparent and rigorous risk controls.

KEY PERSONNEL
Board of Directors of the Escorts Asset Management Company
MS. RITU NANDA MR. P.C. GUPTA MS. NITASHA NANDA MR. LALIT K. KHANNA PROF. ASHISH K. BHATTACHARYYA

Board of Trustees
MR RAJAN NANDA
Chairman and Managing Director, Escorts Limited.

DR. RAKESH KHURANA,

Chairman & Managing Director, Knowledge Network India Pvt. Ltd.

MR. DEBA PRASAD ROY,

Financial Consultant

MR. ASHOK KUMAR BHARGAVA

KEY PERSONNEL Name

MR. LALIT K. KHANNA MR. SANJAY ARORA MR. PRADEEP K. JAIN MS. SUNJIT SAHEL MR. ARCHIT SINGHAL MR. ANUJ JAIN MR. PRABHASH CHANDRA
Chief Executive Officer Chief Investment Officer Head Legal & Compliance Company Secretary & Compliance Officer Fund Manager (Equity) Fund Manager (Debt) National Sales Head

Designation

Escorts Power & Energy Fund - 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 Income Plan - To generate current income by investing predominantly in a well diversified portfolio of Fixed Income securities with moderate risk levels. This income may be complemented by possible Capital Appreciation.. Scheme Details Escorts Tax Plan - To generate Capital Appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This Income may be complemented by possible dividend and other income.. Scheme Details Escorts Balanced Fund - To generate long term Capital Appreciation and current income from a portfolio of equity & fixed income securities.. Scheme Details Escorts Growth Plan - To generate Capital Appreciation by investing predominantly in a well diversified portfolio of Equity Shares with growth potential. This income may be complemented by possible dividend and other Income.. Scheme Details

Escorts Gilt Plan - To generate income and capital appreciation through investments in Government Securities . The aim is to generate returns commensurate with minimal credit risk by investing in securities created and issued by the Central Government and/or a State Government and/or repos/reverse repos in such government securities as may be permitted by RBI.. 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

Escorts Income Bond - To generate income by investing predominantly in a well diversified portfolio of Fixed Income ecuruities ith moderate risk levels.This income may be complemented by possible Capital Appreciation.. Scheme Details

Escorts High Yield Equity Plan - To generate income by investing predominantly in a well diversified portfolio of Fixed Income ecuruities ith moderate risk levels.This income may be complemented by possible Capital Appreciation.. Scheme Details

Escorts Floating Rate Fund - To generate regular income through investment in a portfolio comprising substantially of Floating Rate Debt Securities (including floating rate securitized debt, Money Market Instruments and Fixed Rate Debt Instruments 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