Mirae Asset India Equity Fund (Equity, Large Cap)

Moderately High
11 yrs 11 monthsStarted on:04 Apr 2008
₹ 17140.47 Cras on: 27 Feb 2020
Long Term Horizon
1.66%
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 YR10.13
2 YR5.39
3 YR10.94

SIP Returns

TenureReturns (CAGR)
1 YR3.91
2 YR5.95
3 YR6.66
5 YR10.27
10 YR14.29

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.47
ICICI Bank Ltd.7.81
Reliance Industries Ltd.6.37
Infosys Ltd.5.27
Larsen & Toubro Ltd.4.74
Axis Bank Ltd.4.67
State Bank of India4.51
ITC Ltd.3.58
Tata Consultancy Services Ltd.3.06
Housing Development Finance Corpn. Ltd.2.74

Top Sectoral Holdings

Sector Name% Assets
Financial39.04
Energy12.48
Technology9.17
FMCG9.1
Construction6.71
Healthcare6.45
Automobile5.51
Engineering2.76
Cons Durable2.28
Services1.84

Indicators

LabelValue
Portfolio turnover ratio17
Standard Deviation11.95%
Beta0.95%
Sharpe Ratio0.64

Harshad Borawake,Gaurav Misra

Mr. Borawake is MBA(Finance) & B.E.(Polymers)Mr. Misra has done BA ECO (HONS) and MBA, IIM Lucknow
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.Mr. Misra has over 24 years of experience in investment management and equity research functions. Prior to joining Mirae Asset Mutual Fund, he has worked as Senior Portfolio Manager with ASK Investment Managers Limited.