Mirae Asset Hybrid Equity (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
3 yrs 8 monthsStarted on:29 Jul 2015
₹ 1494.55 Cras on: 22 Mar 2019
Medium Horizon
2.05%
Capital Growth and Income

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The Scheme seeks to generate capital appreciation along with current income from a combined portfolio of equity & equity related instruments and debt and money market instruments.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
YTD4.20
1 Month5.70
3 Month4.68
1 YR11.25
2 YR11.19
3 YR14.52

SIP Returns

TenureReturns (CAGR)
1 YR11.68
2 YR8.66
3 YR11.04

Portfolio

Company Name% Assets
GOI 08/01/2028 7.17%7.32
HDFC Bank Ltd.6.65
Reliance Industries Ltd.4.44
ICICI Bank Ltd.4.16
Axis Bank Ltd.4.16
Tata Consultancy Services Ltd.3.17
Larsen & Toubro Ltd.2.74
ITC Ltd.2.57
Tata Steel Ltd.2.52
State Bank of India2.52

Top Sectoral Holdings

Sector Name% Assets
Financial25.42
Energy10.53
Technology6.91
Healthcare5.69
FMCG4.99
Construction4.48
Automobile3.94
Metals3.74
Services3.4
Engineering2.34

Indicators

LabelValue
Portfolio turnover ratio271
Standard Deviation10.02%
Beta0.9%
Sharpe Ratio0.88

Mahendra Kumar Jajoo,Neelesh Surana,Sudhir Kedia

Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.Mr. Surana is B.E (Mechanical) and MBA in Finance.Mr. Kedia is CA, CMA and MBA.
Prior to joining Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like Pramerica Asset Managers Private Ltd., Tata Asset Management Company, ABN Amro Asset Management Company and ABN Amro Securities India Pvt. Ltd. and ICICI Group.Prior to joining Mirae AMC he has worked with ASK Investment Managers Pvt Ltd.Prior to joining Mirae Asset Mutual Fund, he was working with ASK investment.