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

Moderately High
8 yrs 8 monthsStarted on:09 Jul 2010
₹ 6367.89 Cras on: 15 Feb 2019
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)
2 YR10.50
3 YR19.98

SIP Returns

TenureReturns (CAGR)
2 YR0.09
3 YR8.69
5 YR14.77

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.87
ICICI Bank Ltd.4.98
Axis Bank Ltd.4.52
Reliance Industries Ltd.4.08
Bharat Financial Inclusion Ltd.2.97
State Bank of India2.9
Kotak Mahindra Bank Ltd.2.87
Tata Steel Ltd.2.76
Voltas Ltd.2.71
Info Edge (India) Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets
Financial30.86
Energy10.22
Healthcare9.78
Automobile6.92
Chemicals6.66
Services6.36
Technology6.29
FMCG5.98
Engineering5.89
Cons Durable4.13

Indicators

LabelValue
Portfolio turnover ratio80
Standard Deviation15.66%
Beta0.96%
Sharpe Ratio0.77

Neelesh Surana,Ankit Jain

Mr. Surana is B.E (Mechanical) and MBA in Finance.Mr. Jain is a B.Tech (ICT) and MBA (Finance).
Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.Prior to joining Mirae Asset Mutual Fund (Sep. 7, 2015) as a Research Analyst he was associated with Equirius Securities Pvt Ltd. and Infosys Ltd. He has more than 5 years of professional experience and his primary responsibility includes Investment Analysis and Fund Management.