Mirae Asset Hybrid Equity Fund (Hybrid, Hybrid Aggressive Hybrid)

Moderately High
4 yrs 11 monthsStarted on:29 Jul 2015
₹ 3314.23 Cras on: 21 May 2020
Medium Horizon
1.90%
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)
3 YR1.74

SIP Returns

TenureReturns (CAGR)

Portfolio

Company Name% Assets
GOI 07/10/2029 6.45%8.26
Reliance Industries Ltd.7.38
HDFC Bank Ltd.6.55
ICICI Bank Ltd.4.46
Axis Bank Ltd.3.3
Infosys Ltd.3.25
HDFC Securities Ltd. 169-D 15/07/20202.98
State Bank of India2.94
Larsen & Toubro Ltd.2.79
Tata Consultancy Services Ltd.2.72

Top Sectoral Holdings

Sector Name% Assets
Financial27.22
Energy13.37
Technology6.5
Healthcare5.61
FMCG5.15
Construction4.13
Automobile3.7
Engineering2.14
Cons Durable0.94
Textiles0.82

Indicators

LabelValue
Portfolio turnover ratio153
Standard Deviation15.17%
Beta1.12%

Mahendra Kumar Jajoo,Neelesh Surana,Harshad Borawake,Vrijesh Kasera

Mr. Jajoo is a B.Com (H), CS, Chartered Accountant and CFA.Mr. Surana is B.E (Mechanical) and MBA in Finance.Mr. Borawake is MBA(Finance) & B.E.(Polymers)
Prior to joining Mirae Asset Mutual Fund he was Director with AUM Capital Markets Ltd. and also been associated with organisations like PGIM India Mutual Fund, Tata Asset Management Company, BNP Paribas Asset Management India Pvt. Ltd., 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 has worked with Motilal Oswal Securities Ltd. as Vice President and Capmetrics & Risk Solutions Private Ltd. as Research Analyst - Equity.