Mirae Asset India Equity (Equity, Multi Cap)

Moderately High
10 yrs 8 monthsStarted on:04 Apr 2008
₹ 9032.73 Cras on: 15 Nov 2018
Long Term Horizon
2.01%
Capital Appreciation

Minimum Investment

  • ₹ 5000.00 for Lumpsum

Investment Objective

The scheme aims to maximize long term capital appreciation by finding investment opportunities resulting from Indian economic growth and its structural shifts through investing in equity and equity related securities.

Exit Load

Scheme Documents

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Tenure

TenureReturns (CAGR)
1 Month2.36
1 YR2.71
2 YR16.35
3 YR14.73

SIP Returns

TenureReturns (CAGR)
2 YR7.59
3 YR12.08
5 YR13.83
10 YR17.13

Portfolio

Company Name% Assets
HDFC Bank Ltd.8.04
Reliance Industries Ltd.5.69
ICICI Bank Ltd.5.35
State Bank of India3.73
Larsen & Toubro Ltd.3.63
Axis Bank Ltd.3.61
Tata Consultancy Services Ltd.3.6
Infosys Ltd.3.48
Kotak Mahindra Bank Ltd.3.41
Housing Development Finance Corpn. Ltd.3.39

Top Sectoral Holdings

Sector Name% Assets
Financial34.27
Energy11.99
Technology8.79
FMCG7.37
Healthcare6.74
Automobile6.67
Construction5.76
Metals5.07
Services3.76
Engineering2.97

Indicators

LabelValue
Portfolio turnover ratio44
Standard Deviation14.87%
Beta0.99%
Sharpe Ratio0.46

Neelesh Surana,Harshad Borawake

Mr. Surana is B.E (Mechanical) and MBA in Finance.Mr. Borawake is MBA(Finance) & B.E.(Polymers)
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.
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