Mirae Asset India Equity Fund (Equity, Large Cap)

Moderately High
11 yrs 7 monthsStarted on:04 Apr 2008
₹ 14917.15 Cras on: 18 Oct 2019
Long Term Horizon
1.68%
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)
YTD7.19
1 Month6.31
3 Month0.67
1 YR12.53
2 YR5.97
3 YR11.47

SIP Returns

TenureReturns (CAGR)
1 YR8.81
2 YR6.39
3 YR8.87
5 YR11.17
10 YR14.92

Portfolio

Company Name% Assets
HDFC Bank Ltd.9.36
ICICI Bank Ltd.6.6
Reliance Industries Ltd.6.08
ITC Ltd.4.44
Axis Bank Ltd.4.44
State Bank of India4.3
Larsen & Toubro Ltd.4.13
Infosys Ltd.3.72
Tata Consultancy Services Ltd.3.42
Kotak Mahindra Bank Ltd.2.63

Top Sectoral Holdings

Sector Name% Assets
Financial36.42
Energy13.09
FMCG8.95
Technology8.11
Healthcare6.28
Automobile5.16
Construction5.07
Metals2.43
Engineering2.29
Services2.14

Indicators

LabelValue
Portfolio turnover ratio25
Standard Deviation12.64%
Beta0.96%
Sharpe Ratio0.48

Neelesh Surana,Harshad Borawake,Gaurav Misra

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.