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

Moderately High
9 yrs 4 monthsStarted on:09 Jul 2010
₹ 8218.9 Cras on: 15 Oct 2019
Long Term Horizon
1.78%
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)
YTD4.44
1 Month0.75
1 YR10.75
2 YR3.36
3 YR10.61

SIP Returns

TenureReturns (CAGR)
1 YR4.64
2 YR3.59
3 YR6.75
5 YR12.11

Portfolio

Company Name% Assets
HDFC Bank Ltd.7.08
ICICI Bank Ltd.6.23
State Bank of India4.02
Axis Bank Ltd.3.69
Reliance Industries Ltd.3.64
Voltas Ltd.3.24
Indusind Bank Ltd.2.97
Larsen & Toubro Ltd.2.8
Page Industries Ltd.2.44
Max Financial Services Ltd.2.35

Top Sectoral Holdings

Sector Name% Assets
Financial32.47
Healthcare11.78
Energy9.67
FMCG8.16
Technology7.18
Automobile5.48
Chemicals4.6
Services4.54
Construction3.75
Textiles3.35

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation14.61%
Beta0.96%
Sharpe Ratio0.47

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.