Mirae Asset Emerging Bluechip (Equity, Equity Large & Midcap)

Moderately High
8 yrs 6 monthsStarted on:09 Jul 2010
₹ 6130 Cras on: 17 Dec 2018
Long Term Horizon
2.26%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

To generate income and capital appreciation from a diversified portfolio predominantly investing in Indian equities and equity related securities of large cap and midcap companies at the time of investment.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month2.63
2 YR18.55
3 YR17.30

SIP Returns

TenureReturns (CAGR)
1 YR2.08
2 YR7.11
3 YR13.64
5 YR18.59

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.05
ICICI Bank Ltd.5.04
Reliance Industries Ltd.4.28
Kotak Mahindra Bank Ltd.3.79
Axis Bank Ltd.3.28
Bharat Financial Inclusion Ltd.3.23
Tata Steel Ltd.2.96
State Bank of India2.91
Havells India Ltd.2.88
Tata Global Beverages Ltd.2.61

Top Sectoral Holdings

Sector Name% Assets
Financial29.33
Energy8.9
Automobile8.78
Healthcare7.84
Chemicals7.65
FMCG7.28
Services6.49
Engineering5.45
Technology5.11
Metals4.35

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation16.24%
Beta0.97%
Sharpe Ratio0.63

Neelesh Surana

Mr. Surana is B.E (Mechanical) and MBA in Finance.
Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.

Other Funds Managed by Neelesh Surana

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