ESSAX Mutual Fund

ESSAX Mutual Fund

NAV$18.40
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Fund Essentials - as of Apr 30, 2026

Net Assets
$423,725
Expense Ratio
1.55%
Dividend Yield (Current)
0.51%
Holdings
32
Inception Date
Feb 1, 2012
Fund Family
Ashmore Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+7.19%
1 Year+21.62%
3 Year+13.28%
5 Year+4.10%
10 Year+9.10%

Asset Allocation

Stocks: 99.92%
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Top Holdings

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TickerNameWeight
MAHM:MBMahindra & Mahindra Ltd1.96%
Top 10 Concentration: 1.96%Report Date: Apr 30, 2026
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Dividend Summary

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Dividend Yield (Current)
0.51%
Frequency
Quarterly
Latest Distribution
$0.00
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ESSAX Mutual Fund Overview

ESSAX Mutual Fund (Ashmore Emerging Markets Small-Cap Equity Fund Class A) is managed by Ashmore Funds with $423,725 in net assets. ESSAX expense ratio is 1.55%, holding 32 positions across sectors including Consumer Discretionary. Inception date: 2012-02-01.

ESSAX performance shows a YTD return of 7.19%. The 1-year return is 21.62% and the 5-year return is 4.10%. ESSAX dividend yield stands at 0.51%, paid quarterly.

ESSAX top holdings include Mahindra & Mahindra Ltd (2.0%). Go to all ESSAX holdings, ESSAX sectors, or ESSAX dividends.

ESSAX can be compared against other funds. Use ESSAX overlap to find shared positions, or ESSAX vs another fund for a side-by-side view. ESSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.