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

Moderately High
9 yrs 7 monthsStarted on:09 Jul 2010
₹ 9516.48 Cras on: 20 Jan 2020
Long Term Horizon
2.02%
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)
YTD2.65
1 Month3.22
3 Month9.55
1 YR18.64
2 YR5.22
3 YR16.72

SIP Returns

TenureReturns (CAGR)
1 YR22.89
2 YR14.81
3 YR12.39
5 YR15.37

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.92
ICICI Bank Ltd.5.98
State Bank of India4.53
Reliance Industries Ltd.3.54
Larsen & Toubro Ltd.3.47
Axis Bank Ltd.3.27
Voltas Ltd.2.95
Infosys Ltd.2.84
Max Financial Services Ltd.2.66
Indusind Bank Ltd.2.6

Top Sectoral Holdings

Sector Name% Assets
Financial33.22
Healthcare10.83
Energy9.83
FMCG8.49
Technology7.19
Automobile6.3
Construction4.54
Chemicals4.02
Cons Durable3.69
Textiles3.36

Indicators

LabelValue
Portfolio turnover ratio65
Standard Deviation13.85%
Beta0.95%
Sharpe Ratio0.82

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.