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

Moderately High
9 yrs 5 monthsStarted on:09 Jul 2010
₹ 8868.42 Cras on: 14 Nov 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)
YTD11.23
1 Month7.07
3 Month9.25
1 YR14.94
2 YR6.14
3 YR14.56

SIP Returns

TenureReturns (CAGR)
1 YR15.66
2 YR9.77
3 YR10.45
5 YR14.15

Portfolio

Company Name% Assets
HDFC Bank Ltd.6.79
ICICI Bank Ltd.6.16
State Bank of India4.55
Reliance Industries Ltd.3.62
Axis Bank Ltd.3.35
Voltas Ltd.3.13
Page Industries Ltd.2.86
Infosys Ltd.2.69
Indusind Bank Ltd.2.61
Larsen & Toubro Ltd.2.59

Top Sectoral Holdings

Sector Name% Assets
Financial31.85
Healthcare11.78
Energy9.88
FMCG8.35
Technology7.12
Automobile6.19
Chemicals4.24
Services4.14
Textiles3.74
Construction3.61

Indicators

LabelValue
Portfolio turnover ratio72
Standard Deviation14.68%
Beta0.96%
Sharpe Ratio0.49

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.