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

Moderately High
8 yrs 1 monthsStarted on:09 Jul 2010
₹ 5350.59 Cras on: 17 Jul 2018
Long Term Horizon
2.09%
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 YR2.05
2 YR18.33
3 YR15.32

SIP Returns

TenureReturns (CAGR)
2 YR9.1
3 YR15.34
5 YR22.72

Portfolio

Company Name% Assets
HDFC Bank Ltd.5.4
Kotak Mahindra Bank Ltd.4.98
ICICI Bank Ltd.3.99
Reliance Industries Ltd.3.72
Havells India Ltd.2.96
Indusind Bank Ltd.2.91
Tata Global Beverages Ltd.2.73
Info Edge (India) Ltd.2.62
State Bank of India2.51
Tata Steel Ltd.2.45

Top Sectoral Holdings

Sector Name% Assets
Financial30.17
Energy8.38
FMCG8.28
Automobile8.12
Chemicals7.64
Healthcare7.3
Services6.36
Engineering6.18
Metals3.96
Construction3.28

Indicators

LabelValue
Portfolio turnover ratio87
Standard Deviation15.35%
Beta1%
Sharpe Ratio0.67

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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